Financial Advisory Specialist

 The Foundation tier is the entry point, primarily focused on Fiscal Compliance & Transparency. It's ideal for new businesses or those needing clean, reliable monthly compliance. 

This package includes full transaction categorization, bank reconciliation, and basic monthly P&L and Balance Sheet reports. The advisory component is limited to a quarterly email summary review. Critically, it includes the year-end close and documentation delivery for Tax Readiness. 

This tier is priced at a monthly retainer between $500.

  The Growth tier represents a significant upgrade, centered on Strategic Budgeting & Forecasting. It targets businesses focused on scaling and optimization that need a clear financial roadmap. It builds on Tier 1 by adding the Statement of Cash Flows to the monthly reports and replacing the email summary with a Monthly 30-minute Strategy Meeting to review "Budget vs. Actuals." The key deliverable is the creation and maintenance of a 12-Month Rolling Financial Budget. This package offers a higher level of Tax Readiness, including priority CPA/Lender Liaison. The monthly retainer is set between  $950.

  The Strategic Partner tier offers the highest level of engagement, focusing on Clear Financial Reporting & Resource Optimization. It is designed for established businesses requiring aggressive financial oversight and detailed future planning. In addition to all lower-tier services, this package provides a Bi-Weekly 60-minute Deep-Dive Analysis focusing on profitability. Reporting includes a full financial suite and Custom KPI Dashboards . The planning moves to an 18-Month Dynamic Forecast Model with multiple scenario planning. This tier also includes a Job/Product Profitability Analysis and comprehensive 1099/W-2 compliance preparation. Due to the high-touch nature and advanced modeling, this tier is priced at $1,800