610-544-5900 • contact@brinkersimpson.com
Client Portal
Pay Now

Business Advisory

Practical guidance on profitability, operations and growth from advisors who know your numbers.

Connect With Us

What Business Advisory Looks Like

You don't need someone to tell you what you already know. You need someone to pressure-test assumptions, spot risks early and find what's holding the business back.

We start with your financials, looking at margins, cash flow, pricing, overhead and capacity, then work with you on the decisions that move results, as a single project or an ongoing seat at the table.

What We Do

1

Strategic Planning

Setting goals and priorities, then building a realistic plan and the financial targets to measure it.

2

Operational Improvement

Finding inefficiencies in workflows, staffing and overhead, and implementing changes that stick.

3

Profitability Analysis

Understanding what drives margins by customer, product and service line, and where money is being left on the table.

4

Growth Advisory

Evaluating new markets, locations, acquisitions and investments before you commit capital.

Who Is This For

  • Business owners who want a sounding board for big decisions
  • Companies facing operational challenges or stalled growth
  • Leadership teams preparing for a major transition
  • Organizations that need an outside perspective on strategy

Meet the Team

Our team pairs accounting depth with hands-on experience alongside owners of closely held companies.

Marcy DeLorenzo-Rosci, CPA, Practice Area Leader

Practice Area Leader

Marcy DeLorenzo-Rosci, CPA

Frequently Asked Questions

What does a business advisory engagement include?

It depends on your needs. Most engagements start with a review of your financials, then focus on what matters most, like margins, cash flow, pricing, overhead or capacity. Some clients want a one-time project, others regular meetings to review results and plan next steps.

How is business advisory different from an outsourced CFO?

Business advisory focuses on specific questions, such as profitability, pricing or a growth plan. Outsourced CFO services provide ongoing financial leadership, including reporting, budgeting and cash management. Some clients use both.

Ready to talk strategy?

We'll start with what matters most to your business.

Connect With Us Call: 610-544-5900

Related Resources and Insights

Our latest articles on business strategy, operations and growth.

Explore Our Resource Library
How to Improve Profit Margins Without Cutting Growth
July 28, 2026

How to Improve Profit Margins Without Cutting Growth

Revenue is only half the equation. A closer look at operating expenses can strengthen margins without slowing the business down.

Business Advisory
Is December 31 the Wrong Year End for Your Business?
March 24, 2026

Is December 31 the Wrong Year End for Your Business?

Most businesses close their books for tax and accounting purposes on December 31 because it aligns with the calendar year. But a calendar year isn’t always the best option. For some companies, ...

Tax Planning • Tax Alert
Four Ways to Read and Strengthen Your Balance Sheet
January 27, 2026

Four Ways to Read and Strengthen Your Balance Sheet

The balance sheet shows your company’s financial condition, its assets vs. liabilities, at a specific point in time. However, the balance sheet is more than a static report. It can also serve as a ...

Business Advisory • Accounting and Financial Operations • Guide