Elevate Your Business with Expert Consulting
Step into a realm where expertise meets elegance, and each tailored strategy is a testament to unparalleled precision. Our consulting services transcend traditional boundaries, delivering bespoke solutions that elevate your business to new heights.
Services we offer
$1,100/month
Clean books. Consistent close. Reliable reporting.
Designed for startups and small businesses that want dependable financials without the noise, so you always know where you stand.
Includes:
Bookkeeping up to 250 transactions/month
Bank & Credit card reconciliations
Month-end close
Monthly P&L & Balance Sheet
Light email support for bookkeeping questions
Best for businesses that want accurate books and a steady monthly close.
$1,750/month (MOST Popular)
Clarity + follow-through—without financial overwhelm.
A calm monthly rhythm that keeps your books clean and your team aligned—so decisions are made faster and execution stays consistent.
Includes everything in Insight, plus
Monthly Financial Review Call (60 minutes) (owner-focused)
Monthly Stakeholder Alignment Call (60 minutes) (billing + front desk)
Written recap with action items, owners, and due dates
Best for service-based teams that need structure, accountability, and consistent cash-flow execution.
$2,950/month
Financial leadership for growth, cash control, and confident decisions.
Built for businesses ready for deeper insight and stronger planning—without adding complexity.
Includes everything in Strategic Visionary, plus
Monthly Revenue Cycle Snapshot (collections + AR status + priorities)
Cash clarity support (simple cash outlook + priority planning)
Deeper monthly insights (drivers, trends, what to adjust next)
Quarterly planning session (targets + focus reset)
Priority support
Best for growing businesses that want stronger financial leadership and proactive planning.
Reserve your 30 minute Pulse Working Session
Reserve your 30 minute Pulse Working Session
Our
company ethos
At the heart of our SM Advisor Group is a commitment to creating a flexible, client-centered approach where business owners feel understood and supported. We value integrity, simplicity, and consistency. We do what we say we’ll do, we keep the numbers clean, and we make the financial picture easy to understand. Our goal is to create clarity that supports better decisions, healthier businesses, and calmer leadership.
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Contact Us
Eager to explore a handsfree bookkeeping/consulting experience? Kindly share your details, and we will reach out to you promptly within 48 hours. We look forward to the opportunity to connect.