Strategic Financial Guidance

Starting at $1,800/Engagement

A higher-touch service combining bookkeeping oversight with forward-looking financial guidance and CFO-style support.

This service goes beyond keeping your books clean. We work with you on a monthly basis to help you understand your numbers, identify opportunities, and make smarter, data-driven decisions.

Instead of just seeing reports, you’ll know what they mean — and what to do next.

You’ll gain visibility into your profitability, spending, and cash flow, along with ongoing guidance to keep your business aligned with your goals.

What’s included:

• Financial analysis & insights

• Trend tracking and red flag identification

• Cash flow visibility and guidance

• Goal-oriented financial tracking

• Revenue forecasting and scenario planning

• Budget creation and monitoring

• KPI identification and tracking

• Goal-oriented financial tracking

• 2–3 follow-up check-ins over 90 days

Ideal for business owners who want to grow, improve profitability, and stay in control of their finances.