Move your business forward, on purpose.
Bookkeeping shows you what already happened. Small business advisory helps you decide what happens next.
I turn your financial reports into clear insight and practical strategy. I look past the numbers on the page with you to understand what’s really going on: what’s working, what’s draining cash, and where you can move forward with confidence.
Advisory is a great fit if you…
- Want to understand the story behind your numbers
- Feel unsure about pricing, cash flow, or profitability
- Are making decisions on instinct instead of data
- Want a CPA to help you think through next steps
If you’re craving “someone to talk this through with,” that’s advisory.
Two ways to work together
Direction & Clarity
Clarity, confidence, and a plan you can trust.
This level helps you get grounded in your numbers and understand what they’re really telling you, without overcomplicating things. Each quarter, I review your financials with you and talk through what matters most right now, and you leave with clear next steps.
- Monthly bookkeeping included: accurate, reconciled books so every conversation starts from numbers you can trust
- Quarterly financial review & strategy session: your Profit & Loss, Balance Sheet, and cash flow, translated into plain English
- Key insights & recommendations: what’s working, what needs attention, and where small changes make a big impact
- Actionable next steps you can put in place right away
- Core financial reporting that highlights what matters for decisions
- Confidence in your numbers
- A trusted CPA to help you think things through
- Fewer financial surprises and less second-guessing
Strategic Advisory Partner
Ongoing guidance for confident, intentional growth.
This level is for owners who don’t want to make decisions alone. I work alongside you consistently: reviewing your numbers, spotting trends, and talking through real decisions as they come up. It’s advisory as a relationship, not a one-off review.
- Monthly bookkeeping included: accurate, reconciled books kept current every month
- Monthly financial review & strategy call so decisions are grounded in data, not guesswork
- Cash flow & profitability insights: where money is being made, where it’s leaking, and how to improve margins
- Planning & decision support on pricing, growth, hiring, and other key decisions
- Clear, actionable reporting without the accounting jargon
- Consistent CPA access from someone who knows your business
- Regular support and accountability
- Bigger financial decisions made with confidence
- Proactive planning over reactive problem-solving
How small business advisory is different
Bookkeeping keeps your records accurate and tax-ready.
Advisory helps you use those numbers to make smarter decisions.
No jargon, and no overwhelming dashboards. Just honest conversations and clear next steps.
Your numbers. Your partner. Your peace of mind.
Running a small business is personal, and it’s unpredictable. Small business advisory gives you structure, insight, and calm, so you can stop second-guessing your decisions and move forward with confidence.
Less stress about money. More confidence in your direction.
Melanie is a pleasure to work with, always professional, and overall brilliant at what she does. I would highly recommend her coaching services, and her bookkeeping is the best I have ever seen. 10/10 would recommend.
Preston K. · Business Owner
Ready for a CPA in your corner?
Book a free 20-minute call. I’ll ask about where your business is headed and whether advisory is the right next step.