Financial Consulting Services

Healthy finances are the most important factor in the growth of a business. If your business is struggling to operate with good profit margins, then you need to consider the way that you are pricing your services and find avenues to cut costs without sacrificing quality.

At Southbrook, we can help your business find ways to improve its financial management and become more profitable in the long-term. We provide high-level advice on budgeting, cash flow, job costing, and more — and can connect you with trusted partners to outsource bookkeeping and other financial tasks.

Learn how to understand your finances and take control of your profits.

  • This field is for validation purposes and should be left unchanged.

Virtual CFO & Bookkeeping Services

Many entrepreneurs don’t want to deal with the hassle of invoicing, tracking bills, and dealing with payroll. If you would prefer to focus on the day-to-day operations of your business, it’s important to find someone who can be responsible for the backend administration.

At Southbrook, we can connect you with trusted partners for virtual CFO and bookkeeping services. From payroll and AR to budgeting and taxation, our partners can help ensure that your business’s finances are organized, up-to-date, and compliant.

Bank Negotiations

If you are looking to take out a loan or improve your financial situation, our team can serve as an intermediary for negotiations with your bank. We can help you find better ways to manage your debt, get improved conditions for loans and lines of credit, and more.

Our team are experts in these types of negotiations and we can show you how to find the middle ground between your bank and your accountant — for the benefit of your business.

Job Costing

Accurate quoting and job costing is a common issue for skilled trades. If you do not have a reliable system for pricing jobs upfront, you may find yourself losing out and running at a deficit over time.

At Southbrook, we can help you implement project-based job costing and learn how to deal with out of scope work, in order to ensure that you are pricing projects consistently and operating with healthy margins. Our team will take an in-depth look at your business’s cost structure to understand what you need to be charging to continue growing your organization.

Incentive Plans

Many business owners don’t have a system in place for handing out bonuses or incentives to employees. While it may feel good to reward your team in this way, unstructured incentives can lead to tricky financial situations down the road.

The team at Southbrook can help you understand when you are able to provide incentives and how much you are able to pay while remaining financially healthy. We can assist you in drawing up a detailed incentive plan that outlines what targets need to be met to provide bonuses, when team members are eligible for incentives, and more.

Make sure that you are rewarding your team in a fiscally-responsible way.


Get in touch to learn more about financial consulting for your business.