“For fifteen years Hartwell has handled our returns and our books. They caught an S-Corp election that saved us more in one year than we've paid them in five.”
Robert Chen
Owner, Chen Family Dental
Services
Business Advisory
Practical guidance on cash flow, profitability, growth and the decisions that keep you up at night.
What's included
Business Advisory, handled end to end
- Cash-flow forecasting
- Pricing and margin analysis
- Budgeting and KPI dashboards
- Buy / sell and succession planning
- Loan and financing preparation
How it works
A clear, predictable process
- 01
Discovery call
A 30-minute conversation about your situation, goals and what's not working today.
Week 1
- 02
Review & proposal
We review prior returns and books, then send a fixed-fee proposal with no surprises.
Week 1–2
- 03
Onboarding
Portal setup, document collection and a clean-up plan if your books need it.
Week 2–3
- 04
Year-round partnership
Monthly reporting, mid-year planning and a CPA who answers the phone.
Ongoing
Client stories
What clients say
via google
Let's talk about business advisory
Book a no-obligation consultation and get a clear plan for your situation.
Office hours: Mon – Fri · 8:30 AM – 5:30 PM