Strategic Business Advisory Services

Consultations from $250/hour, customized to your business’s specific challenges and goals.

Consulting Services May Include

Every business has unique challenges and opportunities. Consulting is customized to your specific goals.

Financial Performance Analysis

Profit margin evaluation, expense reduction strategies, and revenue optimization.

Budgeting & Forecasting

Monthly and annual budgeting, cash flow projections, and financial forecasting.

Business Structure & Tax Strategy

Entity optimization, compensation planning, and tax-efficient growth strategies.

Growth & Expansion Strategy

Hiring and operational scaling, capital planning, and strategic investment guidance.

AI Readiness & Workflow Automation

Assessing where AI and automation can save time, reduce errors, and free your team for higher-value work.

Strategic Marketing Guidance

Positioning, messaging, and growth marketing strategy aligned with your financial plan.

Consultations From $250/Hour

Strategic advisory is also included as part of the CFO Advisory & Profit Strategy package, alongside full accounting and payroll service.

Facing a specific decision?

A single, flat-fee Strategic Review Session ($250, separate from hourly consulting) may be all you need. Let’s talk it through.

Financial Systems & Automation

SZ Accounting helps businesses identify repetitive financial and administrative workflows, improve handoffs and controls, and determine where practical automation or AI can reduce manual work without replacing necessary professional judgment.

Potential follow-up support may include:

  • Workflow design
  • Implementation support
  • Systems cleanup
  • Team training
  • Process documentation
  • Ongoing advisory

Attest Services

SZ Accounting holds a Firm Permit to Practice Accountancy issued by the Indiana Board of Accountancy. Attest services, including reviews, compilations, and agreed-upon procedures, are available for qualifying engagements. If your business or organization needs financial statements prepared under these standards, reach out to discuss scope and timeline.

Frequently Asked Questions

Do I need to already be a bookkeeping or tax client?

No. Consulting is available as a standalone service for business owners who want strategic guidance without a full engagement.

Can we do a single session instead of ongoing consulting?

Yes. A strategic review session can address a specific decision, and ongoing consulting is available if you want continued support.

What stage of business is this for?

From businesses preparing to scale to those navigating a structural or financial turning point. Consulting is scoped to where you are.

Ready to Talk Strategy?

Schedule a free consultation and get a clear next step, not a sales pitch.