VALUEATION-MT® Advisory for $1M+ service businesses

We help you understand what’s really happening in your business financially—so you can make smart decisions, improve cash flow, and build a company that’s worth more.

CFO-level guidance = we help you answer “Can we afford this?” “What’s working?” and “What should we do next?”—using your numbers.

BOOK YOUR APPOINTMENTAdvisory only. No tax or compliance work.

Built for $1M+ service businesses that want clarity

For you if:

Revenue is growing but cash feels tight or unpredictable
You’re making big decisions (hiring, pricing, expansion) without clean visibility
You want stronger margins and a business that’s worth more

Not for:

Tax filing, audits or compliance-only work
Bookkeeping-only support.

BOOK YOUR APPOINTMENTAdvisory only. No tax or compliance work.

Trusted by owners who want clear financial decisions.

Long-term client relationships (3–5+ years) built on clarity, follow-through, and straight answers.

Welcome-Here's what we do.

You’re not here for accounting jargon or another report. You’re here to run a better business.

VALUEATION-MT® Advisory helps $1M+ service business owners get clear on:

* Profit (what’s truly making money)

* Cash flow (where cash gets stuck and what to fix first)

* Business value (what increases the value of the company over time)

Plain-English CFO-level guidance:
We help you answer “Can we afford this?” “What should we do next?” and “What’s the smartest move?” using your numbers—so you stop guessing.

Led by: Marie Torossian CPA, CGMA, MACC, 10X Certified Business Coach

BOOK YOUR APPOINTMENTAdvisory only. No tax or compliance work.

Ways to Work Together

Three ways to work together—each using the VALUEATION-MT® framework to evaluate risk, cash flow, and business value.

VALUEATION-MT® Assessment (One-Time)

A focused review of profit, cash flow, and business value—so you know what to fix first and what will increase value next.

Best for: Owners who want clarity before committing to ongoing support.

Ongoing VALUEATION-MT® Advisory (Monthly)

Monthly decision support to improve margins, forecast cash flow, and execute a clear plan—so you can grow with confidence.

Best for: Owners who want a strategic partner and accountability.

Acquisition & Value Review

In select cases, we evaluate service businesses using the VALUEATION-MT® lens for acquisition or investment decisions—focused on cash flow, risk, and value drivers.

Best for: Owners considering a sale, or operators exploring a strategic transaction.

How it Works

Book your call (30 Min)
We review your goals + financial reality (Profit, cash flow, value drivers)
You get clear next-step plan.

BOOK YOUR APPOINTMENTAdvisory only. No tax or compliance work.

Case Studies

Here are some of the projects we've worked on with our clients.

Cashflow Forecasting

A corporate gifting company struggling with erratic cash flow engaged our services to implement a robust cash flow forecasting system. By analyzing historical data and market trends, we deployed a dynamic forecasting model that provided real-time insights into their cash position. This enabled the startup to make informed financial decisions, avoid liquidity crises, and strategically allocate resources, resulting in a 30% improvement in cash flow stability within six months. The company now operates in multiple states.

Acquisitions & Mergers

An investor sought our expertise for an Aquisition of chiropractic practices all over the US. We conducted thorough due diligence of the company's financial records and tax return, provided a business valuation estimate with 13 financial KPIs! Our strategic advisory and hands-on support facilitated a smooth transition and easy decision making for the investor.

Business Planning

An E2 investor visa holder in the US looking to start a dog food manufacturing business enlisted our help for strategic business planning as required by the US Immigration. We conducted a comprehensive market analysis, identified growth opportunities, and crafted a detailed business plan that included financial projections, marketing strategies, and operational milestones. With our guidance, the investor successfully entered the US and started his business and now operates in multiple states.

Our Clients Reviews

We are ecstatic about the satisfaction of our clients and the glowing 5-star reviews they generously provide. Nothing brings us more joy than knowing we have exceeded their expectations and helped them achieve their financial goals.

Each positive review serves as a testament to our unwavering commitment to delivering exceptional service, personalized attention, and tangible results. We are deeply grateful for the trust our clients place in us and remain dedicated to continuing to provide the highest level of expertise and support for years to come.

Pat DePirro

Corporate Gifting

Marie was a tremendous asset to BirdieBox. She took over our books to move us toward GAAP standards. She also provided invaluable insight and helped us find our controller. She is a gem in every sense of the word. Highly recommend her!

Mike Ryan

Automation and CRM Workflow Tech Company

Marie is an amazing "CFO" and has a fantastic team to round out your accounting and bookkeeping function! She is thorough and experienced in all facets of accounting and finance. Her audit skills are an added bonus as she looks at your business through that lens as well. The Marie Torossian Team have become a strategic asset, and I am glad to have them working with us.

Joshua Honcoop

Honcoop Natural Pet Food

Marie played a key role in providing me with the tools necessary to starting my business. With her advice, connections and knowledge, Honcoop Natural Pet Food was founded, and I am forever grateful. I don't believe I could've done it without her. Marie continues to provide the business with expert, affordable services and I can't say how amazing it's been working with her and her staff. Thank you, Marie! I look forward to continued success in 2023. 10X!

FAQs

What services do you offer?

We offer VALUEATION-MT® advisory for $1M+ service businesses—either a one-time assessment or ongoing monthly advisory to improve profit, cash flow clarity, and business value. We do not offer tax filing or compliance-only work.

What does “CFO-level guidance” mean (in plain English)?

It means we help you answer: “Can we afford this?” “What’s working?” and “What should we do next?” using your numbers—without jargon.

What industries do you specialize in?

Service-based businesses. If you’re doing $1M+ in revenue and want clearer financial decisions, we can help—even if you’re not in a “perfect” niche box.

What is your fee structure?

Fees depend on what you need (one-time assessment vs ongoing advisory) and the complexity of the business. We’ll confirm fit and recommend the right next step on the call.

How quickly can we see results?

Most owners get immediate clarity from the first review. Deeper improvements—like stronger margins, better cash flow, and value-building systems—happen as you implement the plan over the next 30–90 days.

Do you evaluate businesses for acquisition or sale?

In select cases, yes. We use the VALUEATION-MT® lens to evaluate cash flow, risk, and value drivers for strategic transactions.

How do we get started?

Book a call. We’ll discuss your goals, what’s happening financially, and the best next step. [Link to booking page]

Our Vision

A world where service business owners understand their numbers, make confident decisions, and build companies that are worth more—without getting lost in financial jargon.

Our Mission

To help $1M+ service business owners improve profit, cash flow, and business value through VALUEATION-MT® advisory—clear priorities, clear numbers, and a plan they can execute.

Our Beliefs

We believe that:

Clarity beats complexity. Owners don’t need more reports—they need clear decisions.

Cash flow visibility changes everything. When you can see what’s coming, you can act early.

Business value is built on purpose. Profit, systems, and risk reduction don’t happen by accident.

A framework matters. VALUEATION-MT® creates structure so progress isn’t random.

Straight answers win. No jargon, no runaround—just what matters and what to do next.

Our Values

We live by values that define how we serve, lead, and grow—both as a firm and as individuals.

Integrity Without Compromise
We do what’s right, even when it’s hard or unseen. Ethics aren’t negotiable—they’re our foundation.
Growth Mindset & 10X Thinking
We challenge comfort zones, embrace learning, and pursue results that multiply impact for our clients and team alike.
Accountability & Ownership
We take responsibility for outcomes—not excuses. Every result is a reflection of our commitment and follow-through.
Connection & Collaboration
We build lasting relationships rooted in trust, transparency, and mutual success. We grow together—clients, team, and community.
Impact Through Service
Every engagement, every conversation, every report must move someone closer to their goals. We measure success by the difference we make.
Excellence in Execution
We bring discipline, precision, and care to everything we do—because details drive results, and results drive growth.
Joy in the Journey
We celebrate progress, embrace challenges, and lead with gratitude. Work should be meaningful, rewarding, and fun.