Financial Advising for Small Businesses
Build a strong financial foundation for your business and increase profit year over year. Cultivate Advisors will help you analyze your finances and build a strategy to maximize your revenue while minimizing costs to grow your business.
Schedule Initial CallResults Generated by Cultivate Clients
Cultivate is partnered with thousands of business owners. The following stats are year-over-year results for Cultivate clients that have worked with us for 12 months or more.
43%
Average Growth in Top Line Revenue
65%
Average Growth in Bottom Line Profit
We Are Your Trusted Profit Improvement Advisors
Your company’s financials are constantly in motion, just like your business. If you don’t have good processes and intentional time carved out to keep a watchful eye on them, you may find yourself out of position financially. And it doesn’t take long for things to spiral out of control.
As experts in financials, we’ll help you increase profit by helping you identify your goals, understand your numbers, and create a strategy to grow your business.

Our Profit ImprovementAdvisory Solutions
Building a strong financial foundation is about more than profit growth. It’s about building a strategy and understanding how money flows in and out of your business. Our expert advisors and bookkeeping team are here to support you and your team in building a strategy and keeping track of your financial data so you can grow in all areas of your business. Here are a few ways we support our clients.
Financial Analysis
Gain clarity on your current financials. We’ll help you dive deeper into your financial statements to ensure you have the information needed to make strategic decisions later on.
Create a Financial Strategy
Align your vision and goals. We’ll help you break your vision into a strategic roadmap with metrics and KPIs to reach your financial goals.
Identify Your Levers
Improve profitability with key profit levers. We’ll help identify areas in your business you can manipulate to adjust the gap in your cash flow and tighten your financials.
Track Results
Hold yourself and your team accountable. We’ll check in with you each month to ensure you are on track to hit your annual goals and develop solutions to pivot when needed.
See How We Helped Other Businesses
When you partner with Cultivate, you’ll receive tailored advising to ensure you reach your objectives. Whether you are an owner-operator, just starting to scale, or already scaled, we can help you. Check out our success stories to see how we’ve worked with other owners, and get an idea of how we can help you grow.
See more success storiesB2B Recruiting
Red Circle Technology

Michael Melendrez
- Set achievable goals to increase revenue
- Hire and train new team members to own key processes
- Refined services, increase pricing, and create a monthly retainer with clients to increase revenue

Red Circle Technology
Get a Free Assessment to Identify the Gaps in Your Financials
Set up a quick call to learn more about the Cultivate Advising process and how it applies to your business.

Cultivate Advisors Process
Schedule a Call. Allow us to learn more about your business and vision to see if there is a fit.
Schedule a Free 2-Hour Assessment. Gain outside perspective and identify the gaps and opportunities for growth in your business.
Propel your Business. Partner with an expert advisor on your tailored roadmap to get to your growth objectives.
Profits are just part of the workflow. But if you want the machine to work well, the rest of the parts need to work perfectly as well.
FINANCIALS
Increase Profits
SALES
Build Sales Team
MARKETING
Build a Lead Engine
RECRUITMENT
Recruit Talent
LEADERSHIP
Develop Leaders
PRODUCTIVITY
Be More Productive
Meet Our Team ofAdvisors
All of our advisors come from different industries with different experiences, but the one thing they have in common is that they’ve all been successful business owners.
More about usSome of the Industries We Work With
We don’t pretend to be an expert in your industry. That’s your job. We are experts in propelling businesses beyond expectations and have been able to do so in hundreds of industries.

Real Estate

Banking & Financial

Hospitality & Tourism
Other industries your business relates to
View AllGet One Step Closer to Financial Freedom
Understand and manage your cash flow with our easy-to-use cash flow projection tool.
Download a free tool
Let’s Grow Your Business Together!
Set up a quick call to learn more about Cultivate and get a free assessment.
Learn the Best Practices and Get Free Leadership Tools From Our Advisory Team
Whether you’re looking for information on a specific topic or just looking to learn some new tips and tricks to growing your business, check out our free resources.