Our Services

For established owners who need structure, clarity, and reliable financial reporting

Foundation Advisory is designed for service and hospitality owners who have outgrown DIY bookkeeping and want consistent, professional financials — without constant hand-holding.

This engagement provides clean books, clear reporting, and a structured monthly advisory check-in to ensure you understand your numbers and stay on track. It’s the starting point for owners who want dependable systems and a trusted partner as they prepare for growth.

Best for:
High-volume single locations or early multi-unit operators who need clarity and structure before scaling.

 Starting at just $500.00 per month per location

For owners ready to make strategic decisions with confidence

Growth Advisory is our core engagement and the heart of our firm. This offer is built for owners who are actively growing and want more than reports — they want insight, planning, and direction.

In addition to full-service bookkeeping, we provide proactive advisory support, cash flow planning, KPI analysis, and ongoing strategic guidance. We work alongside you to identify opportunities, navigate challenges, and make informed decisions that support sustainable growth.

Best for:
Established service and hospitality owners who want a true growth partner and are ready to use their numbers to drive smarter decisions.

 Starting at $750.00 per month per location

For multi-unit operators and scaling businesses needing high-level financial leadership

Strategic CFO Advisory is a high-touch, limited-capacity engagement for owners navigating complex growth, expansion, or long-term planning.

This offer goes beyond day-to-day advisory and into true financial leadership. We provide deep cash flow forecasting, scenario planning, profitability strategy, and decision support at the executive level. You gain a strategic partner who helps you think ahead, plan confidently, and scale with intention.

Best for:
Multi-unit groups, scaling operators, and owners preparing for expansion, financing, or long-term exit strategies.

 Starting at $1,500.00 per month per location

Focused, project-based advisory for owners who need clarity fast

Advisory Intensives are fixed-scope consulting projects designed to solve a specific financial challenge or prepare your business for its next stage of growth.

These engagements deliver clarity, direction, and actionable plans — without an ongoing commitment. Many clients use intensives as a starting point before transitioning into a monthly advisory partnership.

Examples include:
Cash Flow Resets, Costing Analysis, Growth Planning, Expansion Readiness, and Financial Systems Overhauls.

Best for:
Owners who need targeted support, strategic clarity, or a strong foundation before entering a long-term advisory relationship. 

Projects starting at $2,500.00 

Dedicate time to problem-solve challenges or plan for new opportunities with our one time strategy session. This offering is ideal for owners facing a specific decision or preparing for growth, especially in areas like cash flow advising and financial leadership. 

 Sessions are priced at $250.00 each.

Books so far behind, it keeps you up at night? We have plenty of experience with catchup projects and are able to clean up a few months or a few years if needed. We do offer bulk pricing and include an analysis review packet with all clean up projects. Pricing is dependent of Volume.