top of page

Is Financial Clarity
Right For You?

This page is intentionally brief and focused on determining fit.
For businesses seeking clearer financial insight and structured support for better decisions.

What This Is

The Financial Clarity Review is a structured engagement focused on cash flow, working capital, and financial performance.

 

It provides decision-ready financial visibility and often serves as:

  • A standalone clarity engagement

  • Or the starting point for ongoing bookkeeping and financial support

When This Is a Fit

  • You want clearer financial information, not just reports

  • You are evaluating growth, hiring, or operational changes

  • Your bookkeeping exists, but insight is limited

  • You value structured, professional financial support

 

Scope

R5 Advisory may provide:

  • Financial clarity and performance review services

  • Cash flow and working capital analysis

  • Bookkeeping and ongoing financial support, where appropriate

 

All work is clearly scoped and aligned upfront.

 

How It Works

  1. Submit the form below

  2. We review for fit

  3. Schedule a brief discovery call​

 

The discovery call is approximately 15–20 minutes and focused on fit and scope.

 

Request a Discovery Call

Please complete the form below.
Submissions are reviewed prior to scheduling.

Request Financial Clarity Review

Submit the form below to determine fit.

Discovery calls are brief and focused on fit, not a consultation or diagnostic.

Approximate Company Revenue
Current Accounting Platform
R5 White Logo.png

Financial leadership for owner-led businesses.

Scope

Bookkeeping (Quickbooks Online)

Financial Oversight & CFO Advisory

No tax preparation. No payroll services.

Who We Work With

Owner-led businesses

$1M-$20M in revenue

Operating complexity, not early-stage startups

 

Contact Info

📧 info@R5AdvisoryGroup.com

📍 Los Angeles, California — Serving clients across the U.S.

© 2026 by R5 Advisory Group. All Rights Reserved.

Services are delivered by R5 Advisory Group under its direction and responsibility, using established processes and supporting team members as appropriate.

Discovery calls are exploratory and do not include technical accounting, tax, or advisory services.

bottom of page