Quarterly Advisory
Build a Business That Runs Without You — and Is Worth More Because of It
Many owners don’t just want a profitable company. They want a business that creates freedom, long-term cash flow, and a legacy that continues without them.
Whether your goal is to eventually sell your company, transition leadership, or simply reduce the day-to-day weight you carry, the Quarterly Advisory Program gives you a steady cadence to strengthen the financial foundation underneath the business.
This annual engagement combines four strategic financial review meetings with standard monthly financial reporting — a consistent rhythm designed to help owners run a healthier company and reduce how much of it lives on their shoulders.
Designed for Owners Building Something That Lasts
This program supports owners who want to:
- strengthen predictable cash flow
- reduce reliance on themselves as the operator
- prepare for succession or leadership transition
- get the financial house in order ahead of any future transition
- build a company that functions as a long-term asset
Instead of reviewing financials once a year and reacting, you get a consistent process for understanding the numbers and making informed decisions throughout the year.
What’s Included
Four Strategic Financial Review Meetings Each Year
Structured quarterly advisory sessions covering:
- analysis of financial trends and margin movement
- review of operational and cash flow risks
- priorities and action items for the next 90 days
- progress check against your annual goals
The goal is steady movement toward a business that supports you rather than depends on you.
Monthly Financial Reporting
Each month you receive a standard financial reporting package:
- Profit & Loss Statement
- Balance Sheet
- Accounts Receivable Aging
- Accounts Payable Aging
- Cash Flow Statement
Delivered on a consistent cadence so you always know where the business stands before making decisions.
For Owners Planning an Exit — or Planning to Stay
Some clients join because they expect to sell their business someday. Others never intend to sell but want a company that produces reliable income without their daily involvement.
In both cases, the same fundamentals matter:
- predictable cash flow
- reduced owner dependency
- clear financial visibility
- disciplined decision-making
- a stronger, more organized business
This program strengthens each of these in a disciplined, measurable way.
What Owners Typically Gain Over 12 Months
By the end of the engagement, most clients see:
- clearer insight into how the business is actually performing
- improved visibility into profit drivers
- measurable progress toward operational independence
- stronger financial habits and reporting discipline
- a practical roadmap for the next phase of the business
Most importantly, they shift from managing a business that requires them every day to building one that continues to perform whether they’re in the field or not.
Annual Investment
$10,000 per year
Includes four quarterly strategic advisory sessions and standard monthly financial reporting (P&L, Balance Sheet, AR Aging, AP Aging, and Cash Flow Statement) throughout the year.
Meet Your Advisory CFO
Robyn Hass is the founder of HVAC Office Solutions and the CFO behind the Quarterly Advisory Program.
Before launching the firm, Robyn was CFO/CHRO of Core Mechanical — a company she co-founded, scaled, sold to private equity, and stayed on to help grow again. Under her shared leadership, Core Mechanical was named to the Inc. 5000 two years in a row.
Earlier in her career, Robyn was a management consultant at Booz Allen Hamilton and similar firms, advising DoD programs on facilities redevelopment, and held leadership roles at a major Real Estate Investment Trust.
She holds a SHRM-SCP senior HR certification, various financial and accounting software certifications, and a master’s certificate in organizational change management.
Ready to see if this is a fit?
Book your free call now.
