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Advisory Services

Advisory Services

  • Does your business need more than a bookkeeper?
  • Anwers to "where is the money is going"
  • Develop Budget/Forecast and monitoring
  • Project/Analytical
  • Professional financial advice
  • Help you organize and streamline your operations and data
  • Build a Financial plan that works
  • Help guide your business to success
  • Prepare for meetings with banks and/or investors
  • Thinking about giving your employees a raise, we can help determine the impacts across your business
406 Consulting can maximize your profitability and cash flow, while optimizing operational efficiency. Unlock the secret to success with expert advisory services!

Accounting and Business Services

Is your business bursting to grow? Hiring a full-time Chief Financial Officer or controller to monitor cash flow and plan for your business’s future can deliver the next-level results you’re looking for. But the cost of hiring a full-time CFO can range from $60,000 to well over $100,000 per year plus bonuses and benefits. As a small business owner, this additional investment in personnel might seem impossible. What if you could get all the advantages of a full-time CFO, but at a fraction of the cost?

We pride ourselves in providing CFO-level expertise at a more affordable cost. We learn the ins-and-outs of your business to assist in cash flow management, prepare forecasts, evaluate financial health when considering raises or personnel additions, and more. Our knowledgeable staff will feel like an extension of your internal team; delivering the personalized insight needed to achieve your most ambitious business goals.

See how we have helped many businesses in the Flathead Valley are (Columbia Falls, Kalispell and Whitefish) achieve greater success.

Other Services

Explore our vast range of custom solutions tailored for your Advisory needs

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Advisory

CFO Oversight

Pricing
$600 / month

CFO Oversight

Accountant Hindsight
Monthly bookkeeping oversight & assistance
Assistance with payroll matters
Historical Financial Dashboards
Tax return preparation
Quarterly tax planning
Entity selection
Annual 1099 preparation
Estimated tax payment assistance – EFTPS
Exclusive direct connection for communications with our staff
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CFO Core / Bookkeeping

Pricing
$3,000

Monthly reconciliation of bank and credit card statements

Monthly reconciliation accounts receivable and accounts payable
Accounts payable
Journal entries
Payroll
Payroll tax payments
Payroll filings
Benefits processing
Income statements (Profit & Loss account)
Balance Sheet
Accounts Receivables due and Aged Debtors details
Accounts Payables due and Aged Creditors details
Monthly CFO meetings
Monthly bookkeeping/accounting meetings
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We Look To Build Trusted Partnerships With Our Clients!