Manzanita Executive Business Advisory brings the perspective and experience of our team into your business planning, connecting accounting, financial analysis, business systems and practical strategy in an ongoing advisory engagement. We help you understand what your financial records say about your business and use that insight to decide what comes next.
We work with select business owners to set meaningful goals, understand performance and weigh the choices that shape their future. The relationship combines periodic sit-down reviews with support for important decisions between meetings, tailored to your business and priorities.
Look beyond the statements at cash flow, profitability, pricing, expenses and performance trends. Connect reliable accounting data with the questions you need answered.
Turn business and owner priorities into practical financial goals, near-term actions and a longer-term plan. Revisit progress and assumptions as your business changes.
Evaluate how your programs, reporting and workflows support the business. Identify opportunities to improve information, reduce duplicated effort and assess the financial impact of a technology or process change.
Periodic sit-down meetings provide time to review results and set priorities. We build the meeting schedule with you to fit your business, goals and situation. When a larger decision arises—a hire, expansion, equipment purchase, pricing change or new system—we help weigh costs, benefits, alternatives and tradeoffs.
Bring our accounting, tax and business-risk perspectives into the same conversation, with CFO-style financial thinking and an additional executive perspective. You retain the decisions; we help you examine the numbers, challenge assumptions and identify practical next steps.
Each engagement is shaped around your goals, meeting cadence and decision-support needs. Accounting services and any larger implementation projects are coordinated within an agreed scope.
Savannah brings hands-on experience managing business operations, particularly in construction, while Adam brings more than 20 years in business management and sales. Their combined perspective connects the numbers with the practical decisions involved in running and growing a business.
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