Decisions made without reliable numbers
Pricing, hiring, and investment decisions based on books that are late or incomplete.
Business Consulting
Business consulting that starts with the numbers and ends with a plan.
For owners of growing businesses who need more than bookkeeping: strategy, operations, controls, and systems guidance from a CPA-led team that understands how the whole business fits together.
- CPA-overseen
- Completely remote
- Works with the systems you already use
The challenge
Growth exposes what's held together by hand
What worked at a smaller size starts to strain as the business grows.
Processes that live in people's heads
Key workflows that depend on one person and break when they're out.
Systems that don't talk to each other
Sales, operations, payroll, and accounting tools that require manual re-entry and reconciliation.
Controls that haven't kept up
Approvals, segregation of duties, and reviews that were fine for a small team but not for a larger one.
What we do
Practical consulting for owner-led businesses
Strategic & financial planning
Goals translated into budgets, forecasts, and measurable targets.
Operations & process improvement
Workflows mapped, simplified, and documented so they scale.
Financial modeling & forecasting
Models for pricing, expansion, hiring, and cash planning.
Internal controls
Right-sized controls and reviews. See compliance & internal controls.
Systems & automation
Connecting your tools and automating reconciliations. See custom software & dashboards.
Growth & financing readiness
Clean financials and a clear story for lenders, investors, or buyers.
Technology & reconciliationHow our technology works
Connected systems, fewer manual reconciliations
We connect accounting, payroll, and the operating software your business runs on, so the numbers agree without someone stitching spreadsheets together every month.
Where off-the-shelf tools fall short, we build CPA-designed dashboards and integrations.
Common systems
- QuickBooks
- ADP
- Point of sale
- Operating software
- Sales recordedCash collected
- PayrollHours worked
- BudgetActual performance
- Bank activityGeneral ledger
We confirm which connections are available for your systems before you commit.
Led by experience across companies of every size
Our consulting is led by Rick LaNeve, CPA, who has led process re-engineering, merger integrations, internal controls, and team building for global organizations, and has helped smaller businesses build from the ground up. Meet our leadership.
Business outcomes
What owners gain
- Monthly numbers you trust, delivered on time.
- Processes that run without depending on one person.
- Fewer manual steps between your systems.
- A plan for growth backed by a realistic forecast.
- Experienced guidance without a full-time executive hire.
Example scenario
What a consulting engagement looks like
Diagnose
We review your financials, processes, and systems, and agree on the priorities.
Plan
A practical roadmap with owners, timelines, and measurable targets.
Implement
We help put the changes in place, from controls to system connections.
Measure
Monthly reporting shows whether the changes are working.
An illustration of how an engagement typically works, not a specific client's results.
FAQ
Frequently asked questions
How is business consulting different from your accounting services?
Accounting keeps your books accurate. Consulting uses those numbers to improve how the business runs: strategy, processes, controls, and systems.
Do you only work with healthcare businesses?
No. YCA Healthcare is our healthcare division, and YCA Business serves small and growing businesses in every industry.
Can you help us get ready for a loan or investor?
Yes. We help prepare clean financials, forecasts, and supporting documentation so you can present your business clearly.
Is this a one-time project or ongoing?
Either. Some owners want a focused project; others want an ongoing advisor. We'll recommend what fits after the first conversation.
Let's talk about where your business is headed
Book a consultation and tell us what's slowing you down. We'll help you see the full picture and decide what to fix first.