The Advisory Tier: Turning Clean Books Into Confident Growth
Once your books are organized and your numbers finally make sense, the next question is simple: Now what?
That’s where the Advisory Tier comes in! It’s designed for business owners who want to go beyond “keeping up” and start growing on purpose.
What the Advisory Tier Includes
This tier builds on everything in the Clarity plan and adds the strategic, high-level support that turns your financial data into action.
You’ll receive:
Everything in the Clarity Tier, plus:
Detailed monthly management reports personalized to your goals and metrics
A tailored budget built from your real financial history; grounded, realistic, and designed for growth
Ongoing comparison of your actual results against your business goals and budget targets
Identification of 5–7 Key Performance Indicators (KPIs) specific to your business
Monthly monitoring of KPIs with simple, visual progress charts
Quarterly 60-minute consultations to review business performance, goals, and operational strategy
It’s not just bookkeeping anymore! It’s a clear roadmap for where your business is going and how to get there.
Who It’s Best For
The Advisory Tier is designed for business owners who are ready to stop reacting and start planning.
It’s ideal for:
Established small businesses with steady income who want to scale strategically
Salon owners, auto detailers, consultants, and other service-based professionals ready for clarity and guidance
Owners who already have clean books but want help interpreting what the numbers actually mean
Entrepreneurs who want consistent financial insight without the cost of a full-time CFO
If you’re ready to make decisions with data instead of gut feelings, this is your tier.
Why the Advisory Tier Is Worth It
At $750 per month, this level of support is a fraction of what most business owners pay for part-time CFO or advisory services, but it brings the same results.
Here’s why it’s such a strong investment:
You get real advisory insight, not just categorized transactions.
You gain strategic financial guidance from someone who understands both small-business realities and accounting standards.
You’ll stop guessing whether you can afford something, you’ll know.
You’ll start running your business with data-backed confidence, not reactive stress.
You’ll have a partner who tracks progress, spots red flags early, and keeps you focused on long-term goals.
With your background in audit and advisory, you bring the kind of insight most small businesses never have access to — and that’s what makes this tier such a steal.
What To Can Expect After Working With Little Ledgers
When clients commit to the Advisory Tier, they see measurable transformation:
Clear visibility into cash flow and profit drivers
Better pricing and budgeting decisions
Predictable, sustainable growth plans
Confidence in planning for slow seasons or expansion
Data that tells a story; one you can actually understand
The result is calm, confident control over the business you’ve worked so hard to build.
Why Advisory Matters
Many small business owners stop at bookkeeping, but numbers alone don’t create growth.
The Advisory Tier bridges that gap by turning bookkeeping data into strategic insight. It’s where clarity becomes confidence, and confidence drives profit.
Ready to Move Beyond Bookkeeping?
If you’ve mastered the basics and want your business to grow with clarity and direction, The Advisory Tier is the next step.
It’s not just about keeping records; it’s about understanding your story and shaping what comes next.
Not quite ready for advisory-level strategy? Start with the Clarity Tier for clean, consistent books.