Running a service-based SMB is hard
Running one without clean books, consistent reporting, or any idea where the money is actually going?
That’s… well, much harder.
And that’s exactly why R5 Advisory exists.
We help SMBs between $1M and $10M finally get the financial structure, discipline, and clarity they have been missing — delivered by people who have actually run real companies.
Not career accountants.
Not spreadsheet philosophers.
Operators.
We’ve been in the trenches: navigating business turnarounds, managing multi-million-dollar P&Ls, accelerating cash collections, improving vendors terms, negotiating leases, and surviving chaotic payroll weeks.
We bring clarity, structure, and practical, battle-tested judgment.
You bring your business.
Together? Things get a whole lot easier.
OUR SERVICES
What We Do (In Normal-People Language)
Bookkeeping
Your numbers -- cleaned up, organized, accurate, and current. No judgement if the books are...let's call it "abstract art"
Finance Operations
Operational reporting and budgeting, KPI dashboards and accountability habits that make your business feel like it upgraded from "scrappy" to "professionally run."
Cash Management
13 Week Cash Forecast so you actually know what's coming -- not just what you hope is coming.
CFO Advisory
Forward looking financial strategy from a team that's been in the trenches managing business from $10M to $100M+ ranging from founder-led to PE-backed businesses.
OUR TEAM
R5 Advisory was built on a simple belief:
Small and midsize businesses deserve financial partners who have actually been in their shoes.
We are a boutique advisory firm serving SMBs between $1M and $10M, specializing in Bookkeeping, Finance Operations, and CFO Advisory — all delivered with real-world practicality instead of jargon, fluff, or cookie-cutter spreadsheets.
Our team isn’t made up of lifetime accountants who have only seen business from behind a desk.
We are former operators who have run companies between $10M to $100M, across industries, ownership structures, and economic cycles. We’ve been responsible for payroll, cash crunches, hiring freezes, vendor negotiations, turnarounds, distressed situations, board reporting, M&A, diligence, and everything in between.
In short:
We have lived the chaos.
We have solved the chaos.
Now we help you avoid it.
What sets us apart is our ability to combine clean financials with real-world insight. We don’t just present your numbers — we help you understand what they mean, why they matter, and what to do next. Our clients get structure where there was confusion, clarity where there was noise, and a sense of control where there used to be guesswork.
At R5 Advisory, you won’t get corporate buzzwords, ego, or judgment.
You’ll get seasoned operators who care about your business almost as much as you do — and who know what it takes to grow, stabilize, and scale.
We’re here to make your financial world simpler, smarter, and significantly less stressful.
Because running a business is hard.
You shouldn’t have to do it alone.
MEET THE TEAM
RYAN
FOUNDER
Ryan is a finance and operations leader with deep experience elevating performance in complex, fast-growing, or distressed environments. His background spans CFO advisory, operational restructuring, quality of earnings assessment and full-scale financial stabilization for companies across multiple industries up to $400M in revenue. Known for being hands-on, pragmatic, and execution-driven, Ryan has led teams through rapid change, built resilient operating systems, and equipped owners with the visibility and discipline needed to run stronger, healthier, and more predictable businesses.
JENNY
CONTROLLER
Behind the numbers, Jenny has done it all—fast closes, cash oversight, data cleanup, KPI tracking, and operational reporting. As Controller for a $40M company, she helped leadership move faster and make better decisions with clean, reliable financials.
MICHAEL
OPERATIONS MANAGER
Michael blends strong accounting fundamentals with modern data skills for a global $100M+ company. From inventory controls to data warehousing and analytics, he’s built the systems and reporting that help teams understand what’s happening, why it’s happening, and what to do next.
Industries Served
Small Businesses
We help small businesses get clean books, reliable reporting, and real financial clarity. Whether you’re growing, stabilizing, or simply trying to get organized, we provide structure and visibility, enabling you to make smarter decisions.
Owners Looking to Sell
Thinking about selling your business? We prepare your financials so they stand up to buyer scrutiny. Clean books, bulletproof reporting, and clear profitability insights that help you maximize valuation and reduce surprises in due diligence.
Consulting Firms
Consulting firms rely on precision. We streamline your financial operations, improve cash flow predictability, and create reporting systems that support scalable, efficient, and profitable service delivery.
Acquisition Entrepreneurs
Buying a business is risky — unless you truly understand the numbers. We support acquisition entrepreneurs with pre-deal financial analysis, post-close cleanup, cash flow visibility, and operational reporting.
OUR PRICING
Accurate Books. Clear Insights.
WHAT CLIENTS SAY ABOUT US
Sarah M.
Before R5, our books were a mess and our reporting was unreliable. Within 60 days, they rebuilt our financial structure, cleaned years of chaos, and gave us a simple dashboard we actually understand. We finally know where our money is going — and how to improve.
James R.
This isn’t a typical bookkeeping firm. R5 brings real operator experience — they’ve solved the exact problems we were struggling with. Their budgeting process alone changed how we run the business, and our cash flow has never been healthier.
Melissa K.
We used to run the business on guesswork. After R5 built our cash model, we spotted two major cash crunches before they hit. Their forecasting and advisory support helped us adjust in time and stay profitable during a tough quarter.
GET IN TOUCH
We can't wait to hear from you. We are based in Los Angeles, California but we service nationwide. 📧 info@R5Advisorygroup.com