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
Contact us for a confidential quote For emerging businesses

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
Contact us for a confidential quote For established small businesses

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
Contact us for a confidential quote For growing businesses

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
Contact us for a confidential quote Project engagements available

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 a competitive hourly rate with written authorization required prior to commencement. Common project engagements include:

Business Assessment
90-minute deep dive — financials and organizational dynamics. Written findings included.
Contact us for pricing
Full Business Diagnostic
Multi-session analysis with written report and full recommendations.
Contact us for pricing
Strategic Planning Facilitation
One or two-day offsite with leadership team. 1–3 year plan delivered.
Contact us for pricing
Not sure which tier fits your business?

Every engagement begins with a confidential conversation. Contact us and we will recommend the right level of support for your situation — with no obligation.

Request a Confidential Consultation