Business Advisory Services

This one is for our small business owners and non-profit directors: managing a business requires one to wear ALL the hats. You went into business for yourself so you could pursue something you love, something you excel at - and in that process, you’re in charge of All The Things, some of which you may not be quite so good at. That’s okay. That’s what we’re here for.

Service Levels:

  • Semi-annual: starting at $800 per session

  • Quarterly: starting at $600 per session

  • Monthly: starting at $400 per session

  • Custom engagements available.

Examples of business advisory services available:

  • Documentation of policies/SOPs

  • Financial analysis to determine areas to streamline

  • Revenue growth strategies

  • Review of procedures in need of updating

Business Advisory FAQs

  • We’re interested in helping you achieve your business goals. From strategic planning to inventory management to sales to diversification of revenue streams, our team’s vast knowledge base allows us to identify and advise on areas of business outside of just accounting.

  • As a business owner, there is always something next on the to-do list. Sometimes it’s tough to figure out where to start. We’ll help you identify your short-term and long-term goals and provide guidance on how to achieve them.

  • Our business advisory services involve looking at your business with you, determining growth opportunities and improvement areas, and helping put together a plan of action. We start with high-level financial analysis (because accounting is the language of business) and meet with you to decide what areas to tackle in order to meet your goals.

Contact Us

Interested in working together?

Let’s get started:

  1. Fill in some information on the form and hit SEND!

  2. We will reach out to you, and schedule an initial call - this helps us learn about you, your goals, and how we can best help you. It also gives you the opportunity to hear about us. We understand trust is crucial, and we’re happy to answer any questions you may have!

  3. We will provide a quote, based on your specific engagement - this will typically come in email following our call!

  4. If we’re the right ones for you, email us back - we will send a formal engagement letter.

  5. Once signed up we send you a link to our secure portal

    (There’s even an app! - yay another app)