STRATEGIC ADVISORY SERVICES

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Financial leadership your business deserves 

Businesses looking to scale to the next level need more than a bookkeeper and tax personal. They need someone who understands where the money is going, where the could go to scale, and how to get it there. Someone who is making data driven decisions.

Benefits:

1. Monthly Cash Flow Forecasting and Monitoring  
2. Budget Development and Variance Analysis 
3. Custom KPI Dashboards
4. Lender and Investor Support
5. Debt Structuring and Capital Planning
6. Quarterly Strategic Planning Sessions

Books that tell the truth about your business

Bookkeeping isn't just about staying compliant — it's about clarity.

When your books are accurate and current, every decision you

make is grounded in reality. We handle your month-to-month

financial record-keeping so you can focus on running your

business.

Benefits:

1. Monthly bank and credit card reconciliation
2. Profit & loss statement preparation  
3. Balance sheet and cash flow reporting 
4. Expense categorization and coding 
5. Quarterly financial review 

Growth often comes down to timing - having capital ready when the

opportunity is. ToT helps qualifying businesses access funding up to

$250,000 to cover expansion, equipment, inventory, or working capital,

with the same advisory team helping you plan how to put it to work.

How It Works:

1. Share your financials and finding goal with our team
2. We match you to the right funding option for your business
3. Your fractional CFO helps you plan the use of funds