Advisory is our fractional CFO service. Everything in Growth, plus forecasting, planning support, and a standing seat at your table when the big decisions come up. Built for established service businesses in and around Baton Rouge.
Book a ConsultationA full-time CFO for that runs well into six figures a year. Most businesses our size don't need the full-time part. They need the judgment, on tap.
Priced for the business, not the hour.
Advisory is a custom engagement. We scope it at the consultation around what your business needs from the seat, and you get one flat number. No meter running on phone calls.
Ask us anything. It's already included.
Questions get answered fast, in plain English, and none of them ever show up on a bill. Most owners quit asking their accountant things because every email costs money. Around here, asking is the point.
Thirty minutes on the decisions in front of you and what you need from the seat. If Advisory isn't the right fit yet, we'll say so and point you at what is.
Books current, dashboard live, and a baseline forecast built. Before we advise on anything, we know your business the way a good CFO would.
Months close on schedule, the forecast stays current, and when a decision comes up, you're talking to somebody who already knows the whole picture.
If the books themselves are the problem, start with Foundation, our monthly bookkeeping service. If you have clean books and want the reporting layer first, Growth is the step before this one. Advisory will be here when the decisions get bigger.
See Foundation See GrowthA full-time one, probably. But if you're making six-figure decisions on hires, equipment, or expansion, the analysis behind those decisions is not overkill. That's the part you're buying.
No, we work alongside them. Your CPA handles tax. We handle the books, the reporting, and the forward-looking work, and we hand your CPA cleaner numbers than they're used to getting.
Yes. We build the projections and statements lenders ask for, and we can be in those conversations with you so you're not translating finance-speak alone.
It's scoped per engagement, because what a business needs from the seat varies a lot. You'll leave the consultation with a flat number, and it won't have an hourly meter behind it.
Yes, and quickly. Questions are part of the service, not an add-on, so you never have to weigh whether something is worth an email. You get a fast answer in plain English from somebody who knows your books.
Then start with Foundation. It's most of our clients' front door, and moving up later is easy because we already know your books.
Thirty minutes, no pressure. We'll tell you what the numbers would need to say, and whether Advisory is the right seat for it.
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