Advisory Services
I’m excited to share an important update with you. Our firm is expanding the way we support business owners like you by offering Business Advisory Services – a new level of partnership designed to help you use your financials as a true decision-making tool.
To lead this initiative, I’ve brought on Dejah Knight, our dedicated Advisory Consultant. Dejah specializes in:
- Business KPIs & performance insights
- Data-driven reporting tailored to your goals
- Forecast Modeling & Trend Analysis
This is separate from bookkeeping – your dedicated bookkeeper will continue supporting you in that area. Dejah will collaborate with me and the bookkeeping team, so you’ll have both strategic guidance throughout the year and the compliance/tax support you already rely on.
We’re now using Fathom, a powerful platform that provides:
- Visual dashboards for at-a-glance clarity
- Interactive Scenario Modeling
- Custom KPI tracking to measure what matters most to your business
What this means for you:
- Clarity around your numbers in real time
- Proactive planning (instead of reacting at year-end)
- Regular insights to help you grow your business with confidence
To give you a clear picture of how this works, I’ve attached an overview:
- Essentials Plan – a streamlined option for core insights and essential reporting.
- Pro Plan – deeper insights for smarter business decisions, ideal for established businesses ready to optimize and teams focused on growth.
- Side-by-Side Comparison – a quick look at what’s included in each plan so you can easily see the differences.
Next step: Dejah would love to meet with you for a short Discovery Call. This is a no-pressure conversation to explore your goals and see whether advisory support is a good fit for your business.
I’m still here for all of your tax and compliance needs. This is simply an exciting next phase of service — bringing you even more strategic support to help your business thrive.
-Tanya
