Our advisory services go beyond traditional bookkeeping or accounting. We take a holistic view of your business, offering financial reviews, strategic planning sessions, forecasting, and scenario analysis. This means you’ll receive both the high-level guidance needed to make major decisions with confidence and the day-to-day support to ensure you’re consistently moving toward your goals.

While an accountant focuses on historical reporting and compliance, and a CFO concentrates on financial leadership, our advisory services blend both and go a step further. We leverage real-time data and forward-looking insights to advise on everything from people planning to opportunity exploration. By combining strategic counsel with hands-on execution support, we help you identify new avenues for growth and respond proactively to market changes.

If you’re experiencing rapid growth, facing uncertainty in the market, or simply feel overwhelmed by financial decisions, our advisory services can help. We tailor our approach to businesses at various stages—whether you need help stabilizing cash flow, scaling operations, or preparing for major investments. Ultimately, if you’re seeking clarity, direction, and data-driven strategies, it’s a strong indication that our services could benefit you.

Our clients typically see improvements in cash flow management, cost optimization, and overall profitability. More importantly, you’ll gain a clear roadmap for long-term success. By having ongoing check-in calls, reviewing real-time metrics, and planning for different scenarios, you’ll be able to pivot quickly, seize new opportunities, and make decisions with confidence—leading to sustainable growth over time.

Once you sign on, we begin with a thorough assessment of your financials, processes, and goals. From there, we set up regular check-ins—often monthly or quarterly—to keep a close eye on performance and fine-tune strategies as needed. You’ll also have secure access to our cloud-based reporting platform and dashboards, giving you a real-time view of your progress. We remain available for any pressing questions or strategic shifts, ensuring you always have expert guidance at your fingertips.

Marie’s advisory time is valued at $1,000 per hour, reflecting her decades of experience as a CPA, former auditor, CFO, and award‑winning 10X performance coach.

By investing a one‑time fee of $250, you receive:

--> Pre‑session financial review – Marie analyzes your key numbers in advance, so the call is laser‑focused on your biggest opportunities.

--> 30 minutes of expert guidance – That’s a $500 value at Marie’s hourly rate, dedicated entirely to your business.

--> Action‑ready recommendations – You leave the session with concrete next steps you can implement immediately.

We also want to partner with clients who are genuinely committed to their own success. Your willingness to invest in this strategy session signals that commitment and ensures our time together is focused, productive, and mutually beneficial.

If you decide to move forward with one of our advisory solutions, the $250 is fully credited toward your first payment, so the strategy session ultimately costs you nothing. The fee simply guarantees that both parties are invested and that you gain maximum value from a high‑impact conversation.

Our services are best suited for growth-minded business owners who are committed to implementing recommendations and scaling profitably. If you're looking to optimize operations, improve cash flow, and position your business for growth, this is for you. If you're content with your current size and not interested in strategic growth, this may not be the right fit. We want to work with owners who are ready to take action.

After your session, our team will recommend next steps based on your business needs. Ongoing CFO advisory starts at $1,500/month for foundational guidance. For integrated CFO + accounting services (for companies $3M+), pricing starts at $10,000/month. During your strategy session, you'll get a clear recommendation and pricing based on your specific situation. No pressure—you're in control of what you choose.