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Strategic Advisory

Strategic Advisory

The Strategic Advisory service is perfect for business owners who want access to a CFO/COO-level perspective without needing full hands-on support.

This service provides ongoing strategic guidance to help you navigate the complexities of running your business, with a focus on financial health, strategic planning, and sustainable growth.

It’s designed for those who want expert advice and regular check-ins to ensure their business stays on track.

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WHAT'S INCLUDED

  • Comprehensive financial health assessment
  • Financial data quality review
  • Annual financial planning (cash flow, sales benchmarks, etc.)
  • Issue-specific action plan
  • Two weeks of post-intensive async implementation support

What’s Included

  • Quarterly Live Consulting Sessions:
    • 180 Minutes of 1:1 Consulting: Use these sessions however you need—whether it’s strategic planning, problem-solving, or getting clarity on specific business challenges.
    • 60-Minute Quarterly Planning & Strategy Session: A focused session each quarter to align your business goals, review progress, and adjust strategies as needed
  • Unlimited Asynchronous Support: Have questions between sessions? You’ll have unlimited access to get the answers you need when you need them.
  • Monthly Financial & Metrics Review: We’ll regularly review your financials and key business metrics to ensure you’re on track to meet your goals.
  • Cash Flow Planning Software & Support: Receive ongoing support and access to cash flow planning tools to help manage your business finances effectively.

Strategic Advisory

Starts at $1,500/mo

Start with an Intensive
Not ready to dive in just yet? Let’s chat to see if this service is right for you.
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Get More Help with Our Bookkeeping Add-On

This service can be seamlessly added to any of our ongoing support plans, such as Strategic Advisory or Fractional CFO/COO services.

Add-On: Bookkeeping that you can rely on

Our Bookkeeping Add-On is designed to ensure that your financial data is always accurate and up-to-date.

Learn More
"This has been an AMAZING experience. I am so freaking thankful that I found Susan and had her do this. I feel completely empowered over my numbers for the first time in years, despite my obsession with Excel sheets and tracking numbers."
Pia Silva
No BS Business / Worstofall Design
"I feel so much smarter and better-prepared to lead my team into the next year equipped with the framework Susan set up for me.
Thank you thank you!"
Tamara Kemper
The Process Mavens
"I love how Susan just casually throws out an incredibly magical and efficient all-around perfect solution like it's nothin'"
Rachel Jordan
Teach FX
"Susan makes your life easier. Working with her is like working with a dream. She always seems to figure out how to do extremely complicated things with ease. If you have a chance to work with her DO IT. She is an absolute delight and your business will never be the same."
margo Aaron
That Seems Important / Brainstorm Road
"Now I feel crystal clear about where money is coming from, when, and why. I finally have a grip on this money thing. It's not only no longer scary — it's actually fun. Susan is the best in the biz — and for good reason. Dive first into this adventure, and watch the way you see your money transform. You'll be glad you did."
Hillary Weiss
Creative Director
"Susan offers data and solutions up the way they should be - so black and white, just really clean information, straight to the point, it's not candy-coated."
Chris Strompolos
Fanology Social

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