Growth Advisory
Packages
GROWTH ADVISORY
Growth Advisory for Businesses with Their Own Bookkeeper
You keep your bookkeeper - we bring the strategy. We review your numbers, highlight what's working, and give you the clear next steps.
Want Clean Books to do your bookkeeping? You can also add these to any of the above bookkeeping packages.
ESSENTIALS GROWTH
For solo owners & small service businesses.
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Monthly KPI dashboard
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Monthly 30-minute strategy call
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Pricing & margin review
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Expense efficiency check
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90-day goal setting
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Simple action plan
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Text support for questions
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Written recap after each session
Focus: Clarity, Consistency, Profitability
Custom Quote
GROWTH STANDARD
For businesses with teams, payroll, or recurring jobs.
Everything in Essentials Growth +:
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Cashflow forecasting
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Job costing review
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Hiring & labor planning
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Full pricing model
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Vendor/COGS efficiency
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60-minute strategy sessions
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Quarterly planning included
Focus: Sytems, Forecasting, Smarter Scaling
Custom Quote
GROWTH PLUS
Your strategic finance partner - without hiring full-time.
Everything in Growth Standard +:
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Weekly check-ins
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Budget & 12-month forecast
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KPI scorecard (updated weekly)
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Profit improvement projects
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Cashflow management
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Hiring & team planning
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System & workflow optimization
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Priority access
Focus: Growth, Execution, Results
Custom Quote