Advisory Service
Business Advisory
Lighter-touch strategic guidance than full Fractional CFO — KPI tracking, financial modeling, and scenario planning, integrated with your tax position. Part of the Advisory Add-On.
What it is
Business Advisory is the layer between basic tax compliance and full Fractional CFO. We review your financials, build the KPI dashboard that actually matters for your business, model the scenarios you're considering (hire, expand, raise prices, take on debt), and surface what your numbers are telling you.
It's the planning conversation you'd have with a good CPA who actually knows your business — not the annual review that happens after the fact.
Who it's for
- Owners of growing businesses needing strategic guidance, not just compliance
- Operators making a hiring, pricing, or expansion decision
- Businesses with multiple income streams that need to be looked at together
- Anyone who wants their CPA team to be a strategic partner, not a once-a-year vendor
What's included
- Quarterly planning sessions reviewing operations and financial position
- KPI dashboard tailored to your business model
- Financial modeling for hiring, pricing, expansion, and capital decisions
- Integrated tax + business strategy (not separate workflows)
- Owner compensation and distribution planning
- Coordination with your bookkeeper, attorney, and banker as needed
Engagement note
JMCPA reviews and validates client-managed financials. JMCPA does not post entries, reconcile accounts, or correct the client's books as part of an Advisory engagement.
How pricing works
Business Advisory is part of the Advisory Add-On layered onto any Base Membership. Pricing matches the complexity of your situation — $100/mo for personal tiers, $250/mo for mid-tier business, $800/mo for high-complexity multi-entity.