Cross Road Advisory

What We Do

Climbing mountain
 

Take Control of your Business

Laying bricks

Build Sustainable Success

We provide Financial Advisory Services

We provide strategic financial guidance to help you gain understanding, clarity and insights into business to help you make informed decisions, grow your business with confidence; and optimize your cash and working capital.

Small businesses don’t fail from lack of effort — they fail from lack of financial clarity.

We provide rigorous financial statement review and analysis for serious small business owners who want more than bookkeeping and year-end reports. We turn complex financial data into clear, strategic direction.

WOW, that’s different.

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“I had the privilege of working with Merlyn and deeply respect her expertise and integrity. She has an unparalleled attention to detail.

Merlyn understands the need for and adherence to financial controls. As such, she delivers high-caliber financial insights with precision and professionalism.”

— Karen D.
Financial reports showing charts, graphs, and income statements used for business analysis

Who We Help

1

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You want to grow without being a slave to your business.

2

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You want to understand your financial statements and put them to work for you.

3

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You are in a Catch-22: You need to Grow your business but you can’t do so without more Cash, but you can’t get Cash without first growing your business.

4

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You want clarity and partnership.
Get a financial guide to lead you to more profit and more cash flow than ever before.

“Let’s build a stronger, more profitable business, together.”

All for one flat monthly fee.
Take the next step.

Make the Investment Now
Financial advisor reviewing charts and data with clients during a business consultation