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Advisory

Strategy that reads your actual numbers.

Not generic business advice — direction grounded in what your books actually say. Pricing, costing, marketing, and the decisions you keep circling, worked through with someone who knows your trade.

Two people reviewing documents and planning together
Three ways to get it

Advisory, however you work with us.

Built into Strategic

If your books are on the Strategic tier, advisory meetings are included — it's the layer you're paying up for.

See bookkeeping →

Add-on for Essential & Growth

On a lower tier but want the strategic layer? Add advisory on top of your monthly books.

Ask about adding it →

Standalone retainer

Not a bookkeeping client? Advisory is open to everyone through an ongoing retainer — strategy without the books attached.

Inquire →
What we work on

The questions that actually move the business.

Costing & pricing
Cash flow & reserves
Marketing & sales strategy
KPIs & forecasting
Profitability by service/product
Understanding your own numbers
Advisory is an ongoing relationship — typically a 6-month minimum on the standalone retainer — because real strategy compounds over time, not in a single hour.
Start wherever you are

Want a sharper read on your business?

Start with a free call and we'll figure out whether advisory is the right fit.

Book your free call