Targeted Expertise
When the Business Is Changing
Advisory Services support businesses at key transition points — when a specific challenge, initiative, or decision requires focused expertise beyond day-to-day operations.
These engagements are intentional, scoped, and time-bound.
Montana-Based. Serving Clients Nationwide.
What Advisory Services Are — and Are Not
Advisory Services are designed for moments of change.
Advisory Services ARE
Scoped and intentional — defined objectives
Time-bound — clear start and end dates
Transition-focused — for moments of change
Complementary — works within existing structure
Advisory Services ARE NOT
Ongoing control — not day-to-day operations
Controller replacement — not a substitute
Executive leadership — not ongoing cadence
Retainer-based — not open-ended support
Advisory work is most effective inside a stable operating environment — not in place of one.
Common Advisory Engagements
Each engagement is scoped to a specific objective, timeline, and outcome.
Strategic Transitions
Growth inflection points, ownership transitions, restructuring
System Implementations
Financial, operational, or reporting system redesign
Process Redesign
Workflows, accountability, cross-functional execution
Transaction Support
Acquisitions, divestitures, financing, negotiations
Cash Interventions
Performance or liquidity issues requiring immediate action
Where It Fits
Advisory sits above the foundation.
Advisory Services operate within a controlled business — not in place of one. They apply focused expertise at transition points, then step back once the work is done.
Foundation Services
Accurate data and compliance
Controller Services
Ongoing operational control
Advisory Services
Targeted expertise at transition points
CFO Strategy
Once control and clarity are established
When It's the Right Move
Advisory is not ongoing by design.
It's the right fit when a specific initiative, transition, or decision requires focused senior expertise that your current team doesn't have.
A specific initiative requires focused expertise
A system or process needs to be implemented or reworked
A major decision or transaction is approaching
The business is entering a new phase
Internal teams need temporary, senior-level guidance
What Advisory Work Delivers
Tangible systems, processes, and frameworks that stay after the engagement ends
Process Implementation
Efficient invoicing workflows, job costing frameworks, approval chains
System Architecture
Cost tracking systems, billing automation, data flow design
Controls & Accountability
Unbilled cost prevention, review cadences, ownership clarity
Documentation & Training
Playbooks, SOPs, team capability transfer, handoff protocols
Measurable Improvements
Reduced cycle times, eliminated unbilled costs, faster close processes
Systems built, documented, and handed off — not ongoing dependency
Advisory in Action
Real engagement, tangible systems, measurable results
Construction Company: From Chaos to Control
6-month Advisory engagement eliminated $180K in annual unbilled costs
THE PROBLEM
- •Jobs closing without final invoices
- •No job costing visibility
- •$15K/month unbilled
- •Manual, reactive processes
ADVISORY WORK
- •Process mapping
- •System design
- •Workflow automation
- •Team training
SYSTEMS BUILT
- •Job close checklist
- •Cost tracking dashboard
- •Automated billing triggers
- •Weekly review cadence
RESULTS
- •$180K/year recovered
- •100% job close rate
- •3-day billing cycle
- •Team owns the system
Systems documented, team trained, engagement complete — no ongoing dependency
Questions, Answered
Advisory Services FAQ
What exactly is an advisory engagement — how is it different from ongoing bookkeeping or CFO work?
Advisory engagements are scoped, fixed-price projects for a specific moment — a transition, a decision, a problem to solve — rather than a monthly retainer. Think a profit-leak audit, loan-readiness prep, a valuation or exit readiness review, a systems build, or a diagnostic before a big decision. Ongoing bookkeeping and fractional CFO work are recurring; advisory is a defined deliverable with a start and an end, so you get senior expertise without creating a long-term dependency.
When does it make sense to bring in advisory support?
At transition and decision points: you're considering a sale, acquisition, or partnership change; you're about to raise capital or approach a lender; margins are slipping and you can't see why; you're outgrowing your systems; or you simply need an experienced, objective read before a big move. If you can name the question, we can scope an engagement to answer it.
How much do advisory projects cost?
Engagements are fixed-price and scoped to the work, starting around $750 for a focused diagnostic and scaling with complexity for larger builds, valuations, or transaction support. You know the price and the deliverable before we start — no open-ended hourly meter. Because the work is scoped and time-bound, you can bring us in for exactly what you need and no more.
What credentials are behind the advice?
You work directly with the founders. Carrie is a former commercial banker and underwriter who reviewed 300+ business loans — invaluable for financing, valuation, and lender-facing work. Jason is a big-firm-trained accountant and systems builder who handles profit, cost, and process engagements. Both spent years in the oil & gas industry, and both look at your business from a whole-company view, not just an accounting lens.
Can advisory engagements be done remotely?
Yes. Advisory work is analysis, modeling, and strategy conversations delivered over a secure portal, screen-share, and video — so it works the same whether you're across town or across the country. About 80% of our clients work with us entirely remotely. For a scoped, senior engagement, the right advisor matters far more than the nearest one.
Focused Support When It Matters Most
If your business is entering a transition point, Advisory Services can provide clarity and momentum — without creating long-term dependency.
Get in TouchFree Tools
Financial Maturity Assessment
See where your financial infrastructure stands — often the first step before an Advisory engagement.
Take the assessment →Cash Flow Runway
Model your 13-week cash position — a common starting point for transition planning.
Run the numbers →Loan Qualification Calculator
Understand whether your financials support a commercial loan — before you walk into a bank.
Check your DSCR →