Clear financial direction
Know where your business stands. Plan what comes next.
I help business owners understand performance, plan for cash needs, and make decisions about spending, hiring, and growth. We start with your goals and the financial information you have, then agree on the work your business needs.
The decisions behind the numbers
Clarity for the questions that matter.
Why do profits and available cash look different?
How are results tracking against the plan?
What would a new hire or increased spending do to cash?
Which numbers need attention before you rely on them?
Services
Financial work shaped around the decision.
FP&A and management reporting
Turn financial and operating information into practical forecasts, cash visibility, performance reporting, and decision support for the people running the business.
Controller support and accounting cleanup
Strengthen the financial foundation behind reporting and decisions by resolving accounting issues, improving close and reporting processes, and clarifying what the records can support.
How we start
A practical path from question to scope.
Discuss the business
We talk through your goals, current concerns, available information, and the decisions you need to make.
Assess and recommend
I review what the situation calls for and recommend a focused scope based on the work that will help.
Agree on the work
We confirm priorities, responsibilities, timing, and deliverables before the engagement begins.
Understand the business. Assess the records. Recommend work that fits the decisions ahead.
About
Practical advice grounded in the financial picture.
I’m JR Gonzales, a CPA whose career has run from accounting and controllership into FP&A and cash planning. I’ve built stronger reporting and controls for multi-entity businesses and connected budgets, forecasts, and cash needs to the decisions owners make. That accounting foundation is what makes planning practical.
Let’s talk
What are you working toward?
Tell me what you are working toward, the financial questions you are trying to answer, and any timing that matters.