Frequently Asked Questions

This service is for businesses that 

• You are willing to take action on identified areas of opportunity
• You want to increase profit—not just revenue
• You’re tired of guessing with financial decisions
• You want to understand what’s actually driving your results
• You’re ready to run your business with clarity and confidence 

We frequently work with healthcare professionals and service-based businesses, including contractors.

However, our approach is designed for any business owner who wants to better understand their numbers and improve performance.

Every business is different, so pricing depends on the level of support and complexity of your financials.

All advisory work begins with a Business Health Assessment, where we review your current situation and recommend the best next step. The Business Health Assessment is $900.

Ongoing advisory is tailored based on your needs, goals, and how involved you want your financial support to be.

We’ll walk through clear options and recommendations during your assessment.

Bookkeeping focuses on recording what already happened.

We go further by helping you:

• Understand what your numbers actually mean
• Identify what’s impacting your profit
• Make better decisions moving forward

Bookkeeping is the foundation—but clarity and strategy are what drive results.

Yes—accurate financials are essential.

We offer bookkeeping as a separate, customized service based on your business.
If you already have a bookkeeper, we can work alongside them as long as your numbers are accurate and up to date.

Our focus is helping you:

• Gain clarity on your financial position
• Improve cash flow and profitability
• Make more confident, data-driven decisions

Many clients uncover inefficiencies, missed opportunities, or areas where money is being lost—often within the first few sessions.

We don’t run marketing campaigns—but we help you understand whether your marketing is actually working.

By connecting your financial data with business performance, we can help you see:

• What’s bringing in revenue
• What’s not performing
• Where to adjust your strategy

So you can make smarter decisions about where to invest.

Most clients gain clarity during the Business Health Assessment.

From there, the 90-day engagement is designed to:

• Clean up and organize your numbers
• Build your dashboard
• Create a clear plan moving forward

You’ll start seeing insights early—but the biggest impact comes from consistently applying what we uncover.

If you’re simply looking for basic bookkeeping, this may not be the right fit.

But if you:

• Want to understand your numbers
• Are ready to improve profitability
• Want guidance in making better decisions

Then this work often pays for itself through:

• Increased efficiency
• Better financial decisions
• Improved profit

That’s completely fine.

The Business Health Assessment is a standalone service that gives you valuable insight into your business—even if you don’t continue further.

Many clients start there and decide their next step after gaining clarity.