Cash Flow Advisory » About Us

Unlock Your Business’s Financial Potential

Navigate Your Financial Journey with Confidence

Discover how expert bookkeeping and insightful financial analysis can transform your business operations and empower you to make informed decisions.

Our Story

Cash Flow Advisory was founded with a mission to provide business owners with more than just numbers. With over 20 years of experience in bookkeeping, our founder has been dedicated to translating complex financial data into clear, actionable insights. We believe in empowering our clients to understand their financial health, enabling them to make strategic decisions with confidence. Our commitment is to be your trusted partner in navigating the financial landscape, ensuring your business thrives in any economic climate.
A person holds a tablet and pen while reviewing charts and graphs on a desk with a laptop and glasses nearby.

Our Commitment to Your Success

Empowering Business Owners with Insightful Financial Guidance

At Cash Flow Advisory, we are dedicated to providing meaningful financial insights that go beyond traditional bookkeeping. Our services are designed to support business owners in understanding their cash flow, profitability, and financial trends. By offering comprehensive budgeting, forecasting, and financial analysis, we help you anticipate challenges and seize opportunities. Our goal is to equip you with the knowledge and tools needed to steer your business towards sustainable growth and success.

Our Comprehensive Services

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Bookkeeping

Our meticulous bookkeeping services ensure that your financial records are accurate and up-to-date, providing you with a solid foundation for your financial management.

Close-up of hands using a calculator and a pen to work on financial documents containing colorful bar charts.

Budgeting

We help you set realistic financial goals and create a budget that aligns with your business objectives, enabling you to control spending and maximize profitability.

A person in a yellow blazer is analyzing data on a tablet at a desk, with a laptop and charts nearby, showcasing a professional workspace.

Forecasting

Our forecasting services provide you with insights into future financial outcomes, helping you anticipate cash flow needs and adjust strategies proactively.

A person using a calculator while working on a laptop, surrounded by printed graphs and charts on a wooden table.

Financial Analysis

Through detailed financial analysis, we identify potential red flags and opportunities, empowering you to make informed decisions for sustainable growth.

Meet Our Expert Team

Our dedicated team at Cash Flow Advisory is committed to guiding you through your financial journey with expertise and personalized service.

Trish Hummel

Trish Hummel

CPB - Founder/CEO

I am passionate about helping business owners understand how their cash flow is working for them and point out where improvements can be made. I want them to be able to make informed decisions and be proactive and not reactive. When a business succeeds, then I have succeeded. QuickBooks Online Advanced Certified Fractional CFO.

Ashley Richard

Ashley Richard

Bookkeeper

When I started bookkeeping, I quickly realized I was in the right place. I love keeping things organized, neat & tidy! Bringing that mindset to small businesses gives me the satisfaction of knowing I can take that stress off the client’s workload & wrap each month with a bow. I love working for a locally owned, female-driven team of passionate bookkeepers. When I am not working on the books, you can find me at the rink with my 3 boys. Quickbooks Online Certified

Nicolene

Nicolene

Bookkeeper

I thoroughly enjoy working with numbers. Knowing where you stand with your business finances is essential for future decisions and success. Helping businesses keep up to date with bookkeeping is satisfying. Quickbooks Online Certified

Take Control of Your Financial Future

Ready to transform your financial strategy? Book a consultation with Cash Flow Advisory today and let us guide you through a personalized financial plan that aligns with your business goals. Our expertise in bookkeeping and financial analysis will empower you to make informed decisions and achieve sustainable growth. Don’t wait—take the first step towards financial clarity and success.

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