Services / Advisory
Advisory
$950+/mo
Everything from Essentials and Growth, plus a standing monthly conversation about what the numbers actually mean for your next move.
What’s included
Advisory is for owners who want more than clean books delivered once a month. It adds a recurring check-in where we look at the numbers together and talk through what they mean for what’s next.
Everything in Essentials and Growth
Reconciliation, classification, monthly statements, job costing, and receipt management, all included as the base.
Monthly advisory call
A standing meeting to walk through the numbers, flag what stands out, and talk through decisions before you make them.
Cash flow forecasting
A rolling view of what’s coming in and going out, so you can plan for slow months before they hit.
KPI and trend reporting
The handful of numbers that actually matter for your business, tracked month over month instead of buried in a report you never open.
Budget vs. actual reviews
A regular look at how spending compares to plan, so surprises get caught early instead of at year-end.
Direct line to Brett
The fastest response time of the three tiers, for the moments when a decision genuinely can’t wait for the next call.
Not sure Advisory’s the right fit? Compare all three tiers →
Ready to get started?
Book a free 30-minute consult and we’ll talk through whether Advisory is the right level of support for where your business is headed.