Our Advisory Services
From foundational bookkeeping to executive fractional CFO advisory, we provide the financial clarity and strategic support your business needs.
Bookkeeping & Financial Maintenance
Accurate, timely books you can actually rely on. We handle day-to-day recording, reconciliation, and categorization of every transaction.
- ✓Monthly transaction recording & categorization
- ✓Bank and reconciliation management
- ✓Accounts payable & receivable tracking
- ✓Clean, audit-ready financial data
Accounting & Compliance Reporting
Full financial overview delivered clearly every month. We establish GAAP-compliant statements, chart of accounts, and financial reporting.
- ✓Monthly balance sheet & cash flow statements
- ✓Chart of accounts design & maintenance
- ✓Tax preparation coordination
- ✓Accounting system setup & optimization
Strategic Financial Advisory
Numbers are only valuable if they drive decision-making. Our strategic advice translates your financial insights into growth plans.
- ✓Annual budgeting & rolling forecasts
- ✓13-week cash position forecasting
- ✓Key performance indicator dashboards
- ✓Scenario modeling & sensitivity analysis
Fractional CFO Leadership
Strategic leadership of a seasoned CFO without the executive overhead. We embed into your business as a trusted financial guide.
- ✓Executive & board level reporting
- ✓Strategic investor-ready materials prep
- ✓Working capital & liquidity management
- ✓Banking relationships & corporate strategy
Transparent, Fixed-Fee Pricing
All advisory packages are billed monthly with fixed fees and zero hidden surprises. Simple pricing that scales as your business grows.