Running a business creates financial questions that do not always require a full-time CFO, but they do require more than a generic report. PMK helps owners think through questions such as:
Why is profit increasing but cash decreasing?
Which services, jobs, or product lines are profitable?
Are prices covering the full cost of the work?
How much can the owner safely pay themselves?
What should be reserved for taxes?
Can the business afford another employee?
Are labor, materials, or subcontractor costs increasing too quickly?
How much revenue is needed to cover fixed expenses?
What numbers should be monitored each month?
When might an S corporation election be worth discussing with a tax professional?
Although PMK does not prepare income-tax returns, Katie's background includes years of tax-preparation experience. That perspective helps identify bookkeeping decisions and financial issues that could matter at tax time.
When a decision requires tax advice or return preparation, PMK coordinates with your CPA or tax professional rather than waiting until year-end for a surprise. See the FAQ for more on how tax coordination works.
If your books aren't there yet, start with Small-Business Bookkeeping or Bookkeeping Cleanup first — advisory works best once the numbers are already reliable.
Have accurate books but need help interpreting them
Are experiencing growth or cash-flow pressure
Need greater confidence in pricing or hiring decisions
Want proactive financial conversations throughout the year
Need a financial partner without hiring a full-time controller or CFO