Financial Advisory

The Advisory Approach
Every service at Books By Brittany comes with built-in strategic oversight. When you hire me for bookkeeping or tax preparation, you are not just getting a data entry clerk. You get a financial partner who actively looks for ways to improve your cash flow, optimize your tax position, and protect your bottom line. I translate complex financial data into plain English so you can understand exactly what your numbers are telling you.
For business owners who manage their day-to-day operations but need dedicated, high-level guidance to clear a specific hurdle, I offer standalone advisory and forecasting sessions.
Targeted Strategy Sessions:
One-on-One Financial Health Audit:
Prices starting at $150.00/session
Prices starting at $150.00/session
Business Budgeting & Forecasting:
Prices starting at $250.00/project
Prices starting at $250.00/project
Capital Planning & Loan Prep:
Prices starting at $300.00/project
Prices starting at $300.00/project
Fractional CFO Guidance:
Prices starting at $175.00/hour
Prices starting at $175.00/hour
