Advisory

Strategic Support to Help You See the Bigger Picture. 

If you’re ready to move beyond just balancing the books and want deeper insight into your business performance, the Advisory Subscription is for you. This service includes everything in the Accounting Subscription—plus tailored financial guidance, forward-looking planning, and two monthly check-in meetings to help you lead your business with clarity.

You’ll still handle your day-to-day, but now you’ll have a trusted advisor in your corner—someone who helps you understand what the numbers are really saying and what actions to take next.

Here’s what’s included:

✔️ Everything in the Accounting Subscription

✔️ Management Reports (Ad Hoc)

• Custom reports tailored to your business needs

• Departmental summaries, margin analysis, or other decision-support insights
  
  

✔️ Budgeting & Forecasting

• Develop and monitor realistic budgets

• Create financial forecasts based on past performance and future goals
  
  

✔️ KPI Tracking

• Identify and monitor key performance indicators

• Track trends, spot red flags, and uncover growth opportunities
  
  

✔️ Two 30-Minute Strategy Sessions per Month

• Meet 1:1 to review performance and ask questions

• Additional sessions available at $50/hour
  
  

This subscription is ideal for business owners who want to grow strategically, make informed decisions, and stay aligned with their goals—without giving up control.