Unlock Clarity. Gain Confidence. Plan for Growth.
Your books are the foundation — advisory takes you beyond the numbers into smart, strategic decisions.
Running a business isn’t just about keeping up with receipts and reconciliations. Once your books are clean, the real question is: How do you use those numbers to guide smarter choices?
That’s where advisory comes in. I’ll help you interpret your financials, track what matters most, and build confidence in every decision.
With Advisory Services, you’ll get:
📊 Financial reviews & insights — understand what your numbers really mean.
📝 Custom reporting — tailored reports so you can track the right metrics for your business.
🎯 Goal-setting & accountability — regular check-ins to help you stay on track.
💡 Strategic planning support — budgets, cash flow forecasts, and cost analysis for smarter growth.
👥 A trusted partner — someone who knows your books and your goals.
Advisory packages are flexible based on your needs. Options may include:
Monthly Advisory — ongoing reviews + strategy sessions.
Quarterly Advisory — big-picture reviews to keep you on track.
Custom Advisory Projects — deep dives into budgets, planning, or cash flow.
💡 Book a Discovery Call to discuss the package that fits your business.
Gain clarity without committing to a full monthly package.
🌿 Advisory Packages
Once your books are clean and accurate, you’re ready for the next step: using those numbers to make smarter business decisions. My advisory packages give you the clarity and confidence to plan ahead, with the flexibility to fit your unique business.
Choose the advisory package that fits the stage and goals of your business. Each option provides clarity, strategy, and accountability to help you move forward with confidence.
📊 Quarterly Advisory Review
One in-depth strategy session per quarter
Custom financial reports focused on your goals
Big-picture planning to keep you on track
Best for: Business owners who want a steady check-in without ongoing support.
🌱 Monthly Advisory Partner
Monthly financial reviews and strategy calls
Forecasting and cash flow planning
Accountability to help you stay focused and confident
Best for: Business owners who want a proactive partner in their corner each month.
💡 Custom Advisory Projects
Tailored support for budgeting, cost accounting, or growth planning.
Flexible scope designed around your business challenges
Examples: creating a project-based budget, building an inventory cost system, or planning for expansion
Best for: One-time deep dives or project-based needs.
How Advisory Pricing Works
Advisory services are priced in proportion to your bookkeeping plan, so the investment scales with the size and complexity of your business. Because advisory provides forward-looking strategy, planning, and accountability, most clients can expect their monthly advisory fee to be about the same as their bookkeeping fee.
Basic + Advisory → starts at $750/month
Standard + Advisory → starts at $1,100/month
Premium + Advisory → starts at $1,550/month
Custom projects are quoted separately based on scope.
❓ FAQs About Advisory Packages
How is Advisory different from a Cleanup or Books Assessment?
Cleanup and assessments focus on the past — fixing errors or reviewing your books to get them accurate. Advisory looks forward. It uses accurate books as the foundation to help you plan, forecast, and make smarter business decisions.
Do I need clean books before starting Advisory?
Yes. Advisory is only effective when your books are accurate. If you’re not sure your books are ready, a Books Assessment is the best first step.
What kind of results can I expect?
Advisory gives you clarity, confidence, and a financial roadmap. Instead of just reacting to numbers, you’ll have proactive strategies for cash flow, budgeting, and growth.
Additional Services
For when you need extra support beyond your advisory package
For businesses that need additional services beyond the standard packages.
- Journal Entry Transactions
- $28 per transaction per month
- Additional Consultation Hours
- $110 per hour
*Complexity determines the final cost
All fees are payable prior to any work performed. All work will be performed according to the scope of engagement, all requests for work in excess of the scope of the engagement will be assessed and charged as “Additional Services".