Client Advisory Services
Budgeting, forecasting, owner compensation, debt strategy, and KPI dashboards — designed to turn your financials into a tool for running the business, not just a compliance obligation.
Why You're Here
At most privately held companies, the finance function ends where the books close.
The bookkeeper produces the statements. The outside CPA files the returns. Decisions — whether to take on debt, whether to raise prices, whether to open a second location, how much the owner can actually pay herself this year — get made on intuition, spreadsheet math, or whatever the owner can piece together on a Friday afternoon.
Client advisory services are the work of closing that gap. Turning the financial data you already produce into analysis that supports real decisions — and producing the forward-looking work that most accounting functions never get to.
Scope of Advisory
Advisory work is sized to scope — some engagements are ongoing retainers, others are defined-scope projects. Most businesses need a combination.
Annual plan broken down monthly. Rolling 12-month forecast with real variance analysis. Scenario modeling for big decisions — new hires, new locations, acquisitions.
Thirteen-week cash forecast. Working capital analysis — DSO, DPO, inventory cycle. Banking relationship management and covenant monitoring.
How much the owner can sustainably pay herself, balanced against debt service, growth capital, and tax efficiency. Distribution-vs-salary analysis. Reasonable comp documentation.
Bank refinancings, covenant compliance, line of credit sizing, term loan structuring, and the trade-offs between debt, outside equity, and slower growth.
The five to ten indicators that actually matter for how the business runs — built for your operations, not from a template. Industry-specific where it matters.
Recurring strategic questions — pricing changes, make-vs-buy, lease-vs-own, new market entry, acquisition analysis, exit planning — with a senior financial voice in the conversation.
How We Work
Advisory work at Omnia is built around the way privately held, owner-led businesses actually operate — which is to say, not always the way a textbook or a large-firm methodology assumes. Reports get read on phones. Meetings happen between operational fires. Decisions get made quickly and need to be backed by analysis, not buried in it. The output has to fit.
Every engagement is led and executed by Justin Hunt, CPA personally. Big Four alumnus (EY). Former public-company Chief Accounting Officer. CFO of privately held operating companies across oil & gas, construction, real estate, and family office. Active CPA license. U.S. Army veteran.
Frequently Asked
Client advisory services — commonly abbreviated CAS — is the bundle of ongoing, forward-looking financial services a firm provides beyond tax and compliance: budgeting and forecasting, KPI reporting and dashboards, cash flow analysis, owner compensation and distribution planning, debt and capital structure support, and general decision-level financial advice.
Bookkeeping records what happened. Tax compliance answers what you owe. Advisory services answer what to do next. The work is forward-looking and decision-oriented: whether to take on debt, how to price, whether an owner distribution is sustainable, what a new location will actually cost, how much runway you really have. Most bookkeepers and most tax CPAs do not provide this — it is a different skill set.
No. Omnia works alongside existing tax CPAs and bookkeepers. The advisory and financial leadership layer sits on top of the compliance work the existing team already does — and we coordinate with them rather than replacing them.
The dashboards we build are typically five to ten indicators that actually matter for how the business runs — not a hundred-line P&L. For a services business that might be backlog, utilization, revenue per head, and DSO. For a construction company, WIP, gross margin by job type, and cash on hand. For oil and gas, production volumes, realized prices, and lease operating expense per BOE. The right indicators are industry- and model-specific.
Ongoing advisory work is almost always a fixed monthly retainer, scaled to scope. Defined-scope projects — building a forecast model, an owner compensation analysis, or a capital structure review — are typically fixed-fee. We do not bill hourly for advisory work; the incentives are wrong for both sides.
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Get Started
Most advisory engagements start with one nagging question the owner has been carrying around. 30 minutes is usually enough to tell you whether we can help with it.
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