Business Consulting — Targeted Projects that Remove Bottlenecks
We will consult you on matters that are important to you.
Business Consulting — Targeted Projects that Remove Bottlenecks
When you need a fix, not just a meeting. Take Flight Business Solutions delivers project-based consulting that removes the operational knots keeping you from scale. Led by Brian Dela Cruz, CPA (MA), we scope, implement, and hand off improvements with clear outcomes and timelines—so your team keeps momentum while the work gets done.
What we tackle (project examples)
- QuickBooks rebuilds & cleanups — Chart redesign, bank rules, classes/locations, opening balance fixes, and a documented close checklist.
- KPI & reporting packages — Dashboards for margin, utilization, cash trend, AR/AP, and segment performance (property, crew, service line).
- Process & SOP design — From lead-to-invoice, purchasing-to-pay, and month-end close, we map and document the flows that cut errors and rework.
- Sales-tax & multistate readiness — Nexus review, registrations, filing calendars, and clean mapping into QBO.
- Payroll mapping & state adds — Tie payroll to the general ledger, add states, and standardize W-2/1099 processes.
- Due-diligence prep — Bank-ready financials, schedules, and a tidy narrative when you’re seeking financing or considering an acquisition.
How a consulting engagement runs
- Scope in writing — Current state, objectives, deliverables, timeline, and what “done” looks like.
- Build & implement — We configure systems, rewrite charts/rules, document SOPs, and produce draft reports.
- Test & handoff — Walkthroughs with your team, light training, and a punch-list to close the loop.
- Stabilize — Optional 30–60 day follow-along to make sure the change sticks.
Where we work (local + nationwide)
On-site when it helps around Pensacola, Cantonment, Pace, Gulf Breeze, Milton, Navarre, Perdido, Fort Walton Beach, Niceville, and Gulf Shores/Orange Beach, AL; fully virtual for teams nationwide via secure portal and short screen-recorded walkthroughs.
Clear differences vs. Business Planning
- Business Planning = ongoing cadence (monthly/quarterly) to run the business by numbers.
- Business Consulting = defined projects to fix systems, reporting, or compliance bottlenecks—then handoff.
Results you can feel
- Cleaner data, fewer clicks — smart rules and better structure reduce manual work
- Reliable reporting — the same numbers across dashboards, financials, and tax support
- Faster decisions — owners and managers see what matters without digging
- Bank & vendor confidence — organized statements and SOPs reduce friction
Why owners choose Take Flight for consulting
- CPA (MA) oversight with practical implementation—not just slides
- Plain-English communication — what changed and why it matters
- Time-boxed delivery — start, milestones, finish—documented
- Flat, transparent pricing — scoped per project, no surprises
Your next step
Send us the top two bottlenecks. We’ll scope a practical project with outcomes, timeline, and fixed price. If your books need cleanup first, we’ll quote that separately so the consulting work lands on solid ground. Book your Strategy Session.
Business Consulting
You need this service, if you have concerns about your business and need advice. Do you want to benchmark your company against the competitors in your industry? Do you have concerns about your company's direction? This is where we assess your situation and provide you with solutions, so that you can thrive.
Take Flight Business Solutions LLC considers its role as an experienced and trusted advisor on issues of critical importance to your business: new start-ups, finance, operations and profit planning.
Our advisors can help you by delivering services that keep your business on the right track in an increasingly complex and rapidly changing environment. Are you new to bookkeeping and want to find out about bookkeeping for beginners? We can help you get trained as a Quickbooks ProAdvisor.
Adding Value Through Business Consulting
Need a business plan, financial projections, or want to cut costs, we can help. Reach out to us to discuss your project or the area of your business in which you need advice. We have experience writing business plans that have gotten approved for millions in funding, and have helped many different companies in different industries cut costs in areas with minimal impact to the quality of operations.
BUSINESS CONSULTING & CFO ADVISORY FAQs
What does business consulting include?
We offer financial analysis, profit improvement, forecasting, cash flow management, pricing, and entity strategy as your outsourced CFO.
How do you improve profitability?
We analyze revenue, margins, and costs, then implement pricing changes, cost reductions, and KPI tracking to boost profits.
Can you help with buying or selling a business?
Yes, we support due diligence, valuation, deal structuring, and tax efficiency, saving or earning thousands.
How do you manage cash flow issues?
We optimize collections, negotiate vendor terms, and provide 13-week forecasts to prevent cash crises.
Can you create a business plan?
Yes, we develop plans with market analysis, financial projections, and strategies for startups or funding.
What is CFO advisory?
CFO advisory provides budget development, forecasting, and strategic advice without a $150,000+ full-time CFO.
Can you benchmark my business?
Yes, we compare your metrics (revenue, margins) to industry averages, identifying improvement areas.
Should I hire employees or contractors?
We analyze costs, taxes, and risks to recommend the best approach, ensuring compliance and efficiency.
How much do you charge for consulting?
We charge an hourly rate of $195/hour for consulting if not on a retainer. A monthly retainer can be added in with accounting and bookkeeping services.
