Business and Finance Consultants

Zerba & Co provides business and finance consulting for founders, investors, and growing companies that need clearer financial analysis, stronger planning, and practical decision-making support.

We help clients review business performance, assess financial risks, improve planning, analyze opportunities, and turn complex financial or operational questions into clear actions.

Ways to work with us

Start with a focused business and financial review or work with us through ongoing consulting support, depending on your company’s needs and priorities.

Business and Financial Review

Best for founders, owners, or management teams that need a clear review of their company’s current financial position, performance, and key business challenges.

We review the available financial information, business model, revenue drivers, cost structure, margins, cash flow, and operational issues to identify what is working, what is not, and where improvements may be needed.

Business and financial reviews are scoped based on company size, available information, review depth, and timeline, with typical ranges between $1,000 and $15,000.

Depending on the scope, we can provide:

  • business performance review

  • financial statement analysis

  • revenue and cost analysis

  • margin review

  • cash flow assessment

  • pricing and profitability analysis

  • operational issue review

  • key risks and improvement areas

  • recommendations summary

  • management discussion notes

turned on black and grey laptop computer
turned on black and grey laptop computer
Ongoing Finance and Business Consulting

Best for founders, SMEs, and growing businesses that need regular finance support but do not need or cannot justify a full-time finance team.

We provide ongoing support across financial planning, reporting, business analysis, forecasting, performance improvement, and decision-making. The goal is to give your team practical finance input when important business decisions need to be made.

Ongoing consulting retainers are scoped based on the level of support required, business complexity, and expected workload, with typical ranges between $1,500 and $7,500 per month.

Depending on your needs, we can support:

  • financial planning and analysis

  • monthly performance review

  • cash flow planning

  • budgeting and forecasting

  • pricing analysis

  • profitability analysis

  • KPI tracking

  • business model review

  • strategic finance support

  • board or investor reporting

  • funding preparation support

person in black suit jacket holding white tablet computer
person in black suit jacket holding white tablet computer
Need clearer financial insight for your business?

If you are reviewing performance, planning growth, preparing for funding, improving profitability, or making an important business decision, Zerba & Co can help you turn financial information into practical next steps.