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Financial Execution Layer for $2M+ Businesses That Have Outgrown Bookkeeping

PAS Consulting provides financial execution for $2M–$50M privately held businesses and the CPA and CFO firms who serve them. We prepare clean, consistent, review-ready financials so decisions can be made with confidence.
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For CPA & CFO Firms

When Businesses Outgrow Bookkeeping

For a time, basic bookkeeping works.

Then the business grows.

Revenue increases. Complexity compounds. The numbers are technically done but no longer reliable. Cash becomes harder to predict. Reports shift month to month. Advisors ask more questions than they answer.

This is the point where many businesses realize bookkeeping no longer keeps pace with the business.

That gap is where PAS Consulting operates.

What PAS Consulting Is

PAS Consulting sits between bookkeeping and advisory.

We are the financial execution layer that ensures the foundation is solid before strategy is applied.

Our role is to prepare, maintain, and execute the financial systems that allow owners, CPAs, and CFOs to do their best work without cleanup, rework, or uncertainty.

Execution is our discipline.
Consistency is the standard.

What This Includes

  • Monthly close and reconciliations
  • Consistent financial reporting prepared the same way every month
  • Category and margin clarity
  • KPI design, tracking, and maintenance
  • Cash flow visibility and forecasting
  • Budget creation and ongoing variance tracking
  • Documentation prepared for third-party review
PAS Consulting provides senior-level financial execution that supports a business both before and after a CFO is in place.

What This Is Not

  • Strategic CFO decision-making or board-level advisory.
  • Replacing your CFO, CPA, or strategic financial advisor.

PAS Consulting does not own strategy. We execute the layer beneath it.

A Practical Frame

PAS Consulting engagements typically run approximately $48,000 per year.

For most $2M+ businesses, this is less than the cost of a junior finance hire without payroll tax, benefits, training time, turnover risk, or management overhead.

Instead, clients engage a dedicated execution team, proven systems, CPA-aligned preparation, and continuity month after month.

PAS Consulting is structured as consulting infrastructure, not labor.

For CPA & CFO Firms

PAS Consulting works alongside CPA and CFO firms as the execution layer beneath advisory work.

We prepare financials the way advisors expect them to arrive. Clean, consistent, and review-
ready.

Our work reduces rework, protects advisor time, and supports higher-quality planning and decision-making without crossing role boundaries.

Engagement Fit

PAS Consulting is designed for:

  • Privately held businesses at or approaching $2M+ in revenue
  • Owners who value disciplined financial systems
  • CPA and CFO firms who expect execution to match advisory standards

PAS Consulting is not transactional bookkeeping. It is not priced or structured for early-stage businesses.

PAS Consulting engagements typically begin at $4,057 per month and are designed for businesses with $2M+ in annual revenue.

Next Step

If this reflects the stage your business is in, start a conversation.

If not, that clarity matters too.
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PAS Consulting engagements typically begin at $4,057 per month and are designed for businesses with $2M+ in annual revenue.