Who this fits

A decision worth getting right.

Advisory Projects work for any business with a real financial decision in front of them and enough financial history to work from. The size of the business matters less than the weight of the decision and the audience for the answer.

Many Advisory Projects run for clients we’re already working with on Monthly Accounting & Advisory engagements — same team, faster ramp-up, deeper context. Others are standalone projects for businesses that don’t need ongoing support but have a specific question they need answered well.

Two kinds of projects

Operating decisions and transaction work.

Operating Projects

For internal decisions about how to run the business.

Pricing analyses, hiring affordability models, entity reviews, margin diagnoses, profitability assessments. Work for a concrete decision you need to act on. Not something you hand to outsiders.

$2,500–$5,000+ over two to four weeks, fixed fee.

Transaction Projects

For financial analysis and preparation connected to an external conversation.

Raise readiness, acquisition modeling, exit preparation, lender or PE conversations, and EBITDA normalization. These projects involve deeper modeling and documentation prepared with the intended outside audience in mind.

Formal assurance, quality-of-earnings, appraisal, legal, or other third-party-reliance work is separately scoped with the appropriate provider.

$7,500–$25,000+ over four to eight weeks, fixed fee.

Both categories start with a Discovery Call. Final scope, timeline, and fee are confirmed in writing before any project work begins.

How an Advisory Project works

Scope and fee confirmed before any work begins.

STEP 01

Discovery Call

Every Advisory Project starts with a free Discovery Call. We talk through the decision, the data, and the scope, then identify the right path forward.

STEP 02

Financial Clarity Assessment

For most projects, the Financial Clarity Assessment follows the Discovery Call. The Assessment gives us a clear read on whether your financials are strong enough to support meaningful scoping, modeling, and advisory work — or whether cleanup is needed first. From there, we’ll recommend the right next step.

STEP 03

Project execution

Typically two to eight weeks, depending on complexity. Regular working sessions, interim deliverables, and direct access to the senior lead. The lead and supporting team are scoped to the project and introduced when the engagement begins.

STEP 04

Deliverable and handoff

Final deliverable — model, memo, recommendation, or presentation — with a walk-through, documentation, and any follow-up support scoped in the original fee.

When a project isn't enough

Some situations need a standing relationship, not a one-time engagement.

If the decision in front of you keeps coming back, the right answer may be ongoing accounting and advisory rather than a one-time project. Pricing reviews that need to happen quarterly. Cash visibility that should be permanent, not project-bound. Strategic guidance that should be part of how the business runs.

Monthly Accounting & Advisory →

If your books are the bottleneck, start here. Three tiers from clean monthly accounting and advisory to full strategic CFO guidance.

Looking for a situation like yours?

Browse the full scenarios library.

We keep a full library of the decision scenarios we work with most often, organized by category. If you’d rather browse than book a call, that’s where to start.

See all advisory scenarios →

Have a decision that needs focused financial work?

Start with a Discovery Call. We’ll talk through the decision and identify the right path forward — including whether a Financial Clarity Assessment is the next step.

Book a Discovery Call