Strategic Bookkeeping & Fractional CFO Advisory for Growing Businesses

Whether you’re building your foundation or scaling with a team, we provide the financial structure, clarity, and leadership to help you grow with confidence.

Looking Beyond The Numbers.

Advisory Services

Foundation Advisory

Designed for stable service-based businesses seeking:

• 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.

Growth Advisory

Built for scaling service-based businesses requiring:

• 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.

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 who are generating revenue but not seeing consistent profit — and are ready to change that with a proven, disciplined system.

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

Strategic Financial Architecture

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

Includes:

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

Ideal for businesses scaling beyond foundational systems.

Financial Integrity Review

Designed for service-based business owners who need an honest, expert assessment of where their finances actually stand — before making decisions about next steps.

• 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

A standalone engagement with no long-term commitment required.

Ideal for business owners who have experienced a bookkeeping transition, suspect their numbers may be inaccurate, or simply want a clear financial baseline before engaging in advisory services or making major business decisions.

Add-On Services

• Payroll Processing
• Financial Clean-Up Engagements
• Additional Reporting Support

Our Financial Framework

Our advisory services integrate structured bookkeeping, CFO-level leadership, and the Profit First methodology to ensure profitability is built into your business model — not treated as what remains.