Advisory
Make Smarter Decisions with the Right Financial Insights
We go beyond the numbers. Scripen’s advisory services help you understand what your financials are really telling you—so you can plan, grow, and lead with confidence.
What We Offer
Whether you need help planning next quarter or making sense of your cash flow, our advisory services are built to support small and mid-sized business owners who don’t need a full-time CFO—but still need guidance.
Our advisory services include:
Cash Flow Forecasting
Know when money’s coming in, going out, and how to stay ahead of shortfalls.
Budgeting & Financial Planning
Build a realistic budget and measure performance against it each month.
Profitability Analysis
See which parts of your business are driving results—and which are dragging you down.
Custom Financial Reporting
Get clear, concise reporting tailored to what you need to monitor.
KPI Tracking & Guidance
Identify the right metrics for your business and track them consistently.
Owner/Shareholder Briefings
Periodic walkthroughs of your financials so you’re not guessing or reacting.
Who It’s For
Our advisory services are best for:
- Business owners who are profitable but unsure what’s next.
- Companies looking to expand, raise capital, or manage growth.
- Founders who don’t have a CFO, but need high-level financial guidance.
- Clients who already trust us with bookkeeping and want deeper insight.
How It Works
- 1. We start with your books. If you’re a current Scripen client, we use your real-time financials.
- 2. You choose your focus. Cash flow? Growth planning? KPIs? We tailor everything to your goals.
- 3. We meet monthly or quarterly. Clear reporting and direct, actionable insight.
