Service 08
Advisory Work Your Firm Delivers, Prepared by Us
Advisory is the work firms most want to sell and least often have the hours to prepare. The analysis underneath it (the forecast, the break-even model, the cash flow projection) is time-consuming to build and rarely billable at advisory rates. TaxElixir prepares that layer so your partners spend their hours on the conversation with the client rather than on the spreadsheet behind it.
Scope of Work
What management and advisory support covers
Taken directly from our service schedule. If something you need is not listed, ask. The list describes our standard scope, not its limits.
Planning & Analysis
- Budgeting and Forecasting
- Break-Even Analysis
- Cash Flow Monitoring & Management
Reporting
- Financial Statement Preparation & Review
- Revenue Reporting and Adjustments
- Periodic Financial Statements and Reports
Delivered To Your Standards
- Built to your assumptions and your model conventions
- Presented in your templates, under your firm's name
- Supporting schedules attached for your review
Every scope item above is taken from the TaxElixir services schedule. The judgement, the recommendation and the client conversation remain entirely yours.
Staff This Work
Prefer a dedicated person to a project engagement?
The same work, delivered by a named individual who becomes part of your team rather than a batch you send out.
How We Work
Five steps to steady state
Nothing moves until the scope is agreed upon in writing. Nothing scales until you have reviewed a pilot batch.
- 01
Discovery Call
We learn your workflow, your standards and whether this is a fit.
- 02
Scope & Engagement Letter
Services, volumes, turnaround and terms agreed upon before data moves.
- 03
Secure Access Setup
Access provisioned under your controls. Least privilege, always.
- 04
Ongoing Communication
Regular check-ins, status updates and a clear escalation path from day one.
- 05
Steady-State Delivery
Set cadence, named contact, tracked turnaround, self-review built in.