Advisory & Consultation
Whether you’re scaling a business or stewarding a non profit, good decisions start with clear financial insight. WeaverbirdCPA offers advisory and consultation services that go beyond the books, helping you understand what your numbers mean and what to do next
What to expect
A conversation, not a lecture.
Plain-language explanations of your financials
Actionable recommendations you can implement
Tailored to your industry and growth stage
Ongoing support as your needs evolve
No jargon, no judgment — just clarity
Who we serve
Built for businesses and non profits alike.
Advisory isn’t a one size fits all. We work with two distinct client communities, and understand the financial pressures, compliance requirements, goals that are unique to each
Businesses & Solo Consultants
From incorporated freelancers to growing small, mid and large businesses, we help you understand your cash flow, price your services confidently, and make informed decisions about growth without needing a full-time CFO/ Controller.
Registered Charities & Nonprofits
Nonprofits face unique financial and compliance challenges from CRA reporting and T3010 filings to board-level financial transparency. We provide advisory support that respects your mission and helps you stay audit-ready and sustainable.
What you get
Advisory that supports your business.
Our consultation services are designed around the questions business owners and nonprofit leaders actually ask and the answers they need to act on.
01
Financial Report Review
We walk you through your income statement, balance sheet, and cash flow translating figures into insights you can act on at your next board or leadership meeting.
02
Cash Flow Planning
Understand your cash position today and forecast what's coming. We help you identify gaps, plan for lean periods, and make confident spending decisions.
03
Cash Flow Forecasting
Look beyond today's balance. We build forward-looking cash flow models so you can anticipate shortfalls, time major purchases, and approach lenders or stakeholders with confidence.
04
Budget & Review
Build realistic budgets tied to your goals, not guesswork. We review existing budgets and help you create frameworks that actually get used throughout the year.
05
Hiring & Growth Planning
Thinking about bringing on your first employee or expanding your team? We help you model the financial impact of hiring decisions, set salary budgets, and plan for the costs that come with growth.
06
Nonprofit Advisory
We help registered charities maintain compliance and public trust.
07
Fractional Controller
For organizations that need a Controller without a full-time hire at a fraction of the cost.
08
CFO Advisory
For organizations that need strategic financial leadership without a full-time hire. Monthly or quarterly sessions covering performance, risk, and forward planning at a fraction of the cost.
How it works
Simple, straightforward, no surprises.
Getting started takes one conversation. Here's what to expect from there.
Book a Free Call
A 30-minute introductory call to understand your situation, goals, and where you're feeling stuck.
We Discuss what Matters to you
We take a look at your financials ahead of your consultation so our time together is focused and productive.
Advisory Session
A structured conversation covering your key questions, financial position, and specific recommendations documented and yours to keep.
Ongoing or As-Needed
Continue with regular advisory sessions or return whenever a big decision or challenge comes up. No lock-in required.
Ready to start
Your first consultation is on us.
Book a free 30-minute call and walk away with at least one clear, actionable
insight about your finances. No pitch, no pressure just a useful conversation
with a CPA who understands your world.