Advisory

My advisory services turn your financial reports into clear insight and practical strategy. We look beyond the numbers on the page to understand what’s really going on in your business—what’s working, what’s draining cash, and where you can move forward with confidence.

This is for business owners who want more than clean books.

They want direction, clarity, and fewer financial surprises.

Is Advisory Right for You?

Advisory is a great fit if you:

• Want to understand the story behind your numbers

• Feel unsure about pricing, cash flow, or profitability

• Are making decisions based on instinct instead of data

• Want a CPA to help you think through next steps

If you’re craving “someone to talk this through with”, that’s advisory.

Direction & Clarity - $1,050/month

Clarity, confidence, and a plan you can trust.

This level is designed to help you get grounded in your numbers and understand what they’re really telling you—without overcomplicating things or locking you into ongoing support.

We’ll review your financials together, talk through what matters most right now, and identify clear next steps so you can move forward with confidence.

What’s Included

• Financial Review & Strategy Session

  A focused review of your Profit & Loss, Balance Sheet, and cash flow—translated into plain English.

• Key Insights & Recommendations

  Clear takeaways on what’s working, what needs attention, and where small changes can make a big impact.

• Actionable Next Steps

  Practical recommendations you can implement immediately—no jargon, no overwhelm.

• Core Financial Reporting

  Clean, easy-to-understand reports that highlight what actually matters for decision-making.

Best For

Business owners who want:

• Confidence in their numbers

• Direction without a monthly commitment

• A trusted CPA to help them think things through

• Fewer financial surprises and second-guessing

Strategic Advisory Partner - $1,550/month

Ongoing guidance for confident, intentional growth.

This level is for business owners who don’t want to make decisions alone.

Instead of checking in once a quarter, we work together consistently—reviewing your numbers, identifying trends, and talking through real decisions as they come up. This is advisory as a relationship, not a one-off review.

What’s Included

• Monthly Financial Review & Strategy Call

  A focused conversation around your financials, cash flow, and priorities—so decisions are grounded in data, not guesswork.

• Cash Flow & Profitability Insights

  Ongoing analysis to help you understand where money is being made, where it’s leaking, and how to improve margins.

• Planning & Decision Support

  Guidance around pricing, growth opportunities, hiring, and other key decisions—so you’re planning ahead, not reacting.

• Clear, Actionable Reporting

  Reports designed for decision-making, not accounting jargon.

• Consistent CPA Access

  A trusted partner who knows your business and helps you think things through as situations arise.

Best For

Business owners who:

• Want regular support and accountability

• Are making bigger financial decisions and want confidence

• Value having a CPA in their corner month after month

• Prefer proactive planning over reactive problem-solving

How Advisory Is Different from Bookkeeping

• Bookkeeping keeps your records accurate and tax-ready

• Advisory helps you use those numbers to make smarter decisions

No jargon. No overwhelming dashboards. Just honest conversations and clear next steps.

Your Numbers. Your Partner. Your Peace of Mind.

Running a small business is personal—and unpredictable. Advisory gives you structure, insight, and calm, so you can stop second-guessing your decisions and start moving forward with confidence.

Less stress about money.

More confidence in your direction.

Which Package is Right for You?

If you’re not sure where to start, that’s completely normal. Many clients begin with Foundation or Insight and move up as their business grows. I’m happy to help you choose a level of support that fits your business today — and scales with you over time.