Services

Our Advisory Framework

More than bookkeeping. Built for decision-making.

Your business does not just need records. It needs rhythm, visibility, and financial leadership that supports better decisions.

That is why our advisory services combine ongoing monthly bookkeeping with strategic financial oversight, profitability discipline, and support designed for owners who are serious about building businesses that serve them well.

Whether you need foundational support, growth-focused insight, Profit First implementation, or a finance department structure that can scale with you, each service is designed to move you from reactive money management to intentional leadership.

For Owners
Who need clarity
Gain clean reporting, better visibility, and support rooted in what your numbers are actually saying.

For Teams
Who are scaling
Build stronger financial systems before growth creates confusion, bottlenecks, or cash strain.

For Profit
That must be intentional
Use Profit First principles and disciplined cash management to stop leaving profit up to chance.

Who These Services Are For

Best fit for business owners who want structure with strategy.

✓

Stable or growing service businesses

Businesses with real revenue activity that need disciplined support, not just occasional cleanup.

✓

Owners seeking ongoing oversight

You want more than reports. You want consistent visibility, thoughtful review, and financial guidance.

✓

Businesses preparing to scale

You may be growing a team, expanding operations, or strengthening your systems before the next level.

✓

Founders ready to prioritize profit

You are generating revenue, but you want a disciplined system that helps profit become consistent.

Our Process

A structured financial framework with room to grow.

Each engagement is designed to create clarity, then build the reporting, advisory rhythm, and accountability needed to sustain better outcomes over time.

Assess

Review your current financial structure, visibility, and decision-making gaps to determine the right level of support.

Organize

Build reporting rhythm, bookkeeping discipline, and operational structure that reduce noise and improve trust in the numbers.

Advise

Use monthly CFO conversations and reviews to interpret results, improve cash flow, and guide next decisions.

Refine

Strengthen allocation habits, reporting needs, workflows, and oversight as your business complexity increases.

Scale

Support the systems, visibility, and financial leadership needed as your business grows beyond the foundational stage.

Service Descriptions

Choose the support level that matches your next season of growth.

Core Advisory

Foundation Advisory

Designed for stable service-based businesses seeking reliable financial oversight without unnecessary complexity.

Ongoing monthly bookkeeping
Financial statement preparation
Monthly CFO strategy meeting
Cash flow review
Profit prioritization through Profit First principles

Ideal for businesses building consistent revenue and requiring structured oversight without complex reporting layers.

12-month minimum engagement.
$500 non-refundable onboarding fee required at signing.

Scaling Support

Growth Advisory

Built for service-based businesses requiring stronger visibility, stronger insight, and stronger financial rhythm as they expand.

Enhanced financial reporting
Cash flow forecasting
Profitability analysis
Monthly CFO strategy meeting
Deeper operational visibility

Designed for businesses growing teams or preparing to expand. Includes structured quarterly review and scope confirmation.

12-month minimum engagement.
$500 non-refundable onboarding fee required at signing.

Profitability System

Profit First Advisory

Designed for service-based business owners ready to restructure how their business manages cash so profit is no longer an afterthought.

Profit First system setup and account structure
Allocation percentage assessment and implementation
Cash flow rhythm and cadence development
Monthly Profit First check-ins and allocation review
Profitability accountability and behavioral coaching

Led by a Certified Profit First Professional. Ideal for business owners generating revenue but not seeing consistent profit, and ready to change that with a proven, disciplined system.

Available as a standalone engagement or integrated into Foundation and Growth Advisory packages.

Finance Department Design

Strategic Financial Architecture

A structured engagement for businesses formalizing or strengthening their internal finance department.

Workflow mapping
SOP development
Reporting structure design
Financial oversight model creation
Advisory alignment

Ideal for businesses scaling beyond foundational systems and needing financial operations that can support the next level.

Standalone Assessment

Financial Integrity Review

Designed for business owners who need an honest, expert assessment of where their finances actually stand before making next-step decisions.

Review of current bookkeeping structure and accuracy
Financial statement assessment and reporting clarity evaluation
Identification of gaps, inconsistencies, or system breakdowns
Cash flow and profitability snapshot
Recommendations report with prioritized action steps

Ideal for business owners after a bookkeeping transition, when numbers feel questionable, or before entering a longer-term advisory engagement.

Standalone engagement with no long-term commitment required.

Additional Support

Add-On Services

Additional support options designed to strengthen your financial operations alongside advisory work.

Payroll Processing
Financial Clean-Up Engagements
Additional Reporting Support

Available to extend support where extra operational help or reporting depth is needed.

Next-Level View

Which service is right for this stage?

Decision Point	Foundation Advisory	Growth Advisory	Profit First Advisory
Best for	Stable service businesses needing ongoing bookkeeping and structured monthly oversight	Scaling businesses needing enhanced reporting, forecasting, and deeper insight	Owners ready to restructure cash flow and build consistent profit discipline
Primary focus	Financial visibility and monthly support rhythm	Growth-focused visibility and strategic analysis	Profitability behavior, allocations, and cash discipline
Includes monthly CFO meeting	Yes	Yes	Monthly Profit First check-ins
Reporting depth	Core financial statement preparation	Enhanced reporting plus forecasting and profitability analysis	Focused on cash allocation and profitability rhythm
Commitment	12-month minimum + $500 onboarding fee	12-month minimum + $500 onboarding fee	Standalone or integrated into an advisory package

Our Financial Framework

Built for owners who are done leading by guesswork.

What this support is designed to do

Create structure.
Protect cash.
Support better decisions.

Our advisory services integrate structured bookkeeping, CFO-level leadership, and the Profit First methodology so profitability becomes part of your business design — not an afterthought.

Next Step

Schedule a consultation

We’ll talk through where your business stands, what level of support makes sense, and whether one of these engagements is the right fit.

Book Your Consultation →

About the Firm

Meet Lindsey T. Evans.

Lindsey T. Evans

CEO & Founder · Liberty Pointe Consulting

Lindsey leads Liberty Pointe Consulting with a practical, growth-focused approach to financial structure, Profit First implementation, and CFO-level advisory support. Her work centers on helping service-based business owners move beyond reactive money management and build businesses with stronger reporting, stronger systems, and healthier profitability habits.

Book Your Consultation

Let’s identify what your business needs next.

Use this consultation to talk through your goals, current financial structure, and which advisory option is best aligned with your business right now.

Service Note

Foundation Advisory and Growth Advisory require a 12-month minimum engagement and a $500 non-refundable onboarding fee due at signing. Profit First Advisory may be offered as a standalone engagement or integrated into another advisory package. Financial Integrity Review is a standalone engagement and does not require a long-term commitment.

Advisory services that bring structure, clarity, and profitability to service-based businesses.