The Trusted CFO & Strategic Advisor 
for your Consulting Business
Hello Consulting Firms!
Did you know that this eBook was created for business owners just like you? 
These 5 essential strategies form the foundation of your business’s financial success. 

The most accomplished entrepreneurs have already mastered them—now you have the opportunity to do the same!
Lara Azoy, CPA
Fractional CFO & Strategic Business Advisor
From the desk of
Lara Azoy, CPA
Burbank, California

Dear Business Owner,

Have you noticed how running your consulting business is opening up exciting new opportunities for growth and success?

As your business evolves, so do the possibilities to improve cash flow, attract new clients, and streamline your financial operations.

Imagine having a consistent flow of clients, knowing exactly when payments will arrive, and having full visibility into what's been paid and what’s still outstanding. Your firm is on the verge of its next level of growth, bringing excitement and perhaps a bit of nervous anticipation.

As a CPA with extensive experience working alongside both for-profit and non-profit organizations, I’ve witnessed the incredible potential that emerges when you truly understand your business’s financial landscape.

The reality is, many CPAs and accountants offer general services across industries, which means they may not fully appreciate the specific opportunities and challenges you face as a consulting firm owner.

But as a CPA and strategic advisor focused on businesses like yours, I understand that your consulting firm is unique—and so are the strategies that can propel its success.

Through my work, I’ve uncovered five key financial strategies that separate the most successful consulting firms from the rest.

Many consultants I work with are on the cusp of unlocking these powerful strategies—they just need the right guidance to get there. That’s exactly why I wrote my latest book…
5 Financial Strategies for Consulting Firms to Maximize Profits & Run Your Business with Confidence!
And what you can do to take advantage of them today!
Download your free copy of my e-book to see how these strategies can set you up for long-term financial success!
Here's what you'll discover inside:

  • How to Create a Rolling Cash Flow Forecast: Use your balance sheet to predict cash inflows and outflows, helping you avoid financial surprises.
  • How to Optimize Invoicing: Set effective payment terms and automate invoicing to ensure timely payments and boost cash flow.
  • How to Build a Cash Reserve: Learn to gradually build a cash reserve to cover 3-6 months of expenses, providing financial stability.
  • ​How to Maximize Tax Deductions: Track and categorize expenses with an accounting system to maximize deductions and lower taxes.
  • ​How to Choose the Right Business Structure: Select the best tax-friendly business structure as your firm grows, like LLC or S-Corp.
  • ​How to Set and Track Financial Goals: Develop and monitor KPIs like utilization rates and profitability to measure business success.
  • ​How to Create a Rolling Budget: Keep your budget dynamic with regular updates and a rolling forecast to stay on track financially.
  • ​How to Diversify Revenue Streams: Explore new consulting areas and subscription services to create multiple income streams.
  • ​How to Leverage Financial Data: Integrate tools like Jirav with QBO or Sage Intacct to generate forecasts and track KPIs with dashboards.
  • ​And much more!
Now is the time to set up your firm's financial future for success!
Download your free copy of my book today...
5 Financial Strategies for Consulting Firms to Maximize Profits & Run Your Business with Confidence!
And what you can do to take advantage of them today!
Make sure to download your free copy of this book—it outlines five powerful strategies to help you maximize profits, minimize tax liability, and position your business for the growth and success that’s within reach.

Simply click the button above, enter your name and email address, and you'll receive the PDF directly in your inbox within minutes.

Talk soon,
Lara Azoy, CPA
The Trusted CFO & Strategic Advisor 
for Your 
Consulting Business
Hello Consulting Firms!
Did you know there 
are 5 Financial 
Strategies that
most  
consulting firms are 
missing out on?
And neglecting just ONE of these strategies could destroy your profits and make your cash flow dry up in no time...
Lara Azoy, CPA
Consulting Firm
CFO & Strategic Advisor
From the desk of
Lara Azoy, CPA
Burbank, California

Dear Firm Owner,

Would it be fair to say that running your consulting business has become a lot more challenging lately?

I'm sure you've felt the pressure…

Cash flow is always fluctuating, and you’re never sure where your next new client is going to come from…

It can take months to collect on invoices and it’s hard to keep up with what’s paid and what’s still outstanding.

Having spent years on both the for-profit and non-profit side, I know the kinds of challenges you’re up against.

The truth is, most CPAs and accountants are generalists who serve a wide range of clients in all kinds of different industries.

That means they don’t have the time to develop the skills and expertise needed to understand the unique challenges you face as a consultant.

As a CPA and strategic advisor who specializes in serving consulting firms, I know that owning and operating a consulting practice is very different from running any other kind of business...

In fact, I've discovered that there are 5 financial strategies that only the top 1% of consulting companies utilize.

The problem I run into all the time is that most of the consultants I talk to have no idea that they’re missing out on one (or more) of these key strategies and paying the price for it...

And that's why I decided to write my latest book…
5 Essential Financial Strategies for
Consulting Firms
to Maximize Profits & Run Your Business with Confidence
And what you can do to take advantage of them today...
Download your free copy of
my book to see how these strategies can change your financial results forever
Here's what you'll 
discover inside:
  • How to create a rolling cash flow forecast to help avoid financial surprises
  • How to optimize invoicing to get paid fast
  • How to build a cash reserve to provide financial stability
  • ​How to maximize tax deductions to lower your taxes
  • ​How to choose the right business structure for your unique firm
  • ​​​How to set and track financial goals for business success
  • ​​​How to diversify revenue streams for long-term sustainability
  • ​​How to leverage financial data using the best financial tools available
  • ​And much, much more!
Now is the time to take control of your finances and your future!
Download your free copy 
of my book today...
5 Essential Financial Strategies for
Consulting Firms
to Maximize Profits & Run Your Business with Confidence
And what you can do to take advantage of them today...
I want to make sure you download your free copy of this e-book because it will show you 5 strategies to maximize profits, minimize your tax liability, and win back your time.

So just click the blue button above, enter your name and email address, and you'll get your free pdf copy of the book in your inbox within minutes. :)

Talk soon,
Lara Azoy, CPA
LA Financial Management
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