What We Offer
Advisory Services for
Every Stage of Growth
Four service tiers — from foundational accounting to full organizational transformation — all delivered by one credentialed, integrated advisor.
Tier 1A  ·  Foundation
Financial Advisory Retainer
$750 – $900 / month For businesses under $500K revenue

Core financial services for small businesses that need a credentialed CPA managing their books, payroll, and taxes — with the confidence that comes from 30+ years of experience and QuickBooks ProAdvisor certification.

Accounting & Bookkeeping
  • Monthly bookkeeping and financial statement preparation via QuickBooks Online
  • Bank reconciliation
  • Cash flow monitoring and forecasting
  • QuickBooks Online setup, cleanup, and ongoing management
  • Monthly or quarterly financial review
Payroll & Tax
  • Payroll input, audit, and oversight
  • Tax planning throughout the year
  • Annual business and individual tax return preparation
  • iSolve payroll system management
Tier 1B  ·  Essential
Financial Advisory Retainer
$1,000 – $1,700 / month For businesses $500K – $1.5M revenue

Everything in Tier 1A plus expanded financial oversight, accounts management, and deeper reporting for businesses with higher transaction volume and greater complexity.

All Tier 1A Services, Plus
  • Accounts receivable and payable oversight
  • Expanded QuickBooks Online management and reporting
  • Monthly financial review with management commentary
  • Annual budget preparation and variance analysis
Tax & Advisory
  • Year-round tax planning and strategy
  • Business and individual tax return preparation
  • Quarterly financial performance conversations
  • Coordination with banking and legal contacts as needed
Tier 2  ·  Growth
Business Advisory Retainer
$1,800 – $2,500 / month For businesses $1M – $3M revenue

All Tier 1 services plus a strategic advisory layer — monthly calls focused on business performance, profitability analysis, and the financial decisions that drive growth. Ideal for established businesses navigating scale, transition, or increasing complexity.

All Tier 1 Services, Plus
  • Monthly advisory calls on business performance, growth, and priorities
  • Profitability analysis by product, service line, or location
  • Pricing strategy review
  • Break-even analysis and margin improvement recommendations
  • Vendor and contract review from a financial lens
Strategic Planning
  • Strategic planning support — annual goals, financial targets, growth roadmap
  • Business structure review — entity optimization for tax and growth
  • Key performance indicator (KPI) development and tracking
  • Capital investment analysis
  • Financial due diligence for acquisitions or partnerships
Tier 3  ·  Transformation  ·  Signature Service
Organizational & Financial Transformation
$2,500 – $4,000 / month Project engagements from $8,000

Our most comprehensive offering and the one that most fully leverages the rare combination of CPA-level financial expertise and doctoral-level training in Leadership and Organizational Change. Designed for businesses, professional practices, and nonprofits at pivotal moments.

Leadership Development
  • Leadership style assessment and coaching for owners and key managers
  • Identifying leadership gaps that are limiting business growth
  • Developing the next generation of leaders within the business
  • Executive onboarding support
Organizational Structure
  • Organizational design — right people in the right roles
  • Role clarity and accountability systems
  • Workflow and process analysis
  • Reporting structures that support growth without chaos
Succession Planning
  • Next-generation readiness assessment
  • Formal succession timeline and transition plan
  • Navigating family dynamics that affect business decisions
  • Ownership transfer structure — financial and organizational
Change Management
  • Leading the business through major transitions
  • Managing resistance to change among employees or leadership
  • Building a change-ready culture
  • Communication planning during organizational transitions
Additional Services
Project & Out-of-Scope Work

Services requested outside a retainer engagement are billed at $375 per hour with written authorization required prior to commencement. Common project engagements include:

Business Assessment
90-minute deep dive — financials and organizational dynamics. Written findings included.
$500 – $750
Full Business Diagnostic
Multi-session analysis with written report and full recommendations.
$1,500 – $2,500
Strategic Planning Facilitation
One or two-day offsite with leadership team. 1–3 year plan delivered.
From $8,000
Ready to find the right tier for your business?

Start with a 90-minute Business Assessment. You'll walk away with clarity — and a clear path forward.

Schedule a Consultation