Advisory

Get year-round financial support, and a second set of eyes on the decisions that matter.

Advisory at EZ Financial Fitness means direction. Regular conversations about cash flow, pricing, structure, hiring and growth, grounded in your actual numbers.

Book a Consultation

What advisory includes

  • Monthly or quarterly review meetings
  • Cash-flow and KPI review
  • Budgeting and simple forecasting
  • Business-credit and banking readiness education
  • Decision support (equipment, hiring, entity changes) with the tax effect explained
  • A written summary after each meeting
What it is not

Advisory is not investment advice, legal advice or a full outsourced CFO function. If you need a fractional CFO engagement, we will say so and help you scope it.

How to get it

Advisory comes with the Pro bookkeeping tier and the Advanced and Elite tax plans, or as a standalone retainer scoped after a consultation.

Who this is for

Built for where you are.

Established

Professional Service Firms

Law practices, consultancies, agencies and other professional firms.

Growing

Growing Businesses

Outgrown DIY bookkeeping and the once-a-year cleanup.

This service is one step in the EZ Financial Fitness Experience. Not sure it is the right first step? A free consultation will tell you.

Build the Financial Structure Behind Your Legacy.

Book a complimentary 20-minute conversation. No documents and no obligation, and you will leave knowing your next step.

Book a Free Consultation Email Us