Support That Grows With Your Business
Find the right level of
financial partnership.
No two businesses need the same level of financial partnership. Some need their books organized before moving forward. Others need reliable bookkeeping and proactive tax planning. As businesses grow, many begin looking for a trusted CFO partner to help navigate increasingly important decisions. That’s why our services are designed to grow with you.
Support That Grows With Your Business
One thing we hear often.
"I don't actually know which package I need."
That’s completely normal. Our job isn’t to push you toward the biggest engagement. Our job is to understand your business, where you are today, where you’re trying to go, and recommend the level of support that makes the most sense.
Many of our long-term clients didn’t begin in our highest package. They simply began where they were — and as their businesses grew, their level of financial partnership grew alongside them.
Our Support Pathway
Five levels of partnership, each building on the last.
Instead of overwhelming you with dozens of service options, we’ve organized everything into five levels of partnership. Each builds on the one before it — letting your bookkeeping, tax planning, strategic guidance, and CFO involvement grow alongside your business.
Financial Cleanup & Catch-Up
Get your financial foundation back on track.
BEST FOR Businesses with outdated books, incomplete records, prior-year cleanup, missed reconciliations, or financial records that need to be corrected before meaningful planning can begin.
We’ll begin by understanding exactly where your books stand today. From there we organize, reconcile, correct, and rebuild your financial records until they accurately reflect your business — including prior months, prior years, tax preparation support, and historical cleanup where needed. Before moving into ongoing services, we want you starting from a place of confidence, not uncertainty.
✓ Accurate financial records
✓ Clean reconciliations
✓ Organized books
✓ Financial reports you can trust
✓ A clear recommendation for next steps
Financial Essentials
Reliable bookkeeping that gives you dependable financial visibility.
Best For Businesses looking for consistent bookkeeping, monthly reporting, and a dependable financial foundation.
Your books are maintained every month. Transactions are categorized. Accounts are reconciled. Financial statements are prepared, and questions are answered. Instead of wondering whether your books are current, you’ll know exactly where your business stands every month.
✓ Monthly bookkeeping
✓ Bank & credit card reconciliations
✓ Financial statements
✓ Ongoing bookkeeping support
✓ Monthly communication
✓ Year-end coordination
Instead of wondering if your books are right, you begin making decisions from information you trust.
Proactive CFO Partnership
Move beyond bookkeeping into an ongoing CFO partnership.
Where Many Clients Begin: Your books remain accurate — but now we’re helping you think ahead.
Instead of only receiving reports, you’ll begin having regular conversations about what those reports mean. We’ll review your financial position together, discuss upcoming tax opportunities, identify cash flow concerns before they become problems, review profitability, and talk through important financial decisions as they arise.
✓ Everything in Financial Essentials
✓ Monthly strategy meetings
✓ Proactive tax planning
✓ Cash flow discussions
✓ Financial interpretation
✓ Business planning support
✓ Priority guidance
You stop making important financial decisions alone. You gain an experienced CFO partner who helps you think ahead.
Growth Strategy & Leadership
Financial strategy for businesses entering their next stage of growth.
Best For Businesses facing more complex financial questions — hiring, expansion, multiple entities, debt, acquisitions, larger tax exposure.
Our conversations become less about bookkeeping and more about business strategy. We’ll evaluate major financial decisions together, model different scenarios, discuss profitability, review financing, evaluate growth opportunities, strengthen tax strategy, and help you prepare before opportunities arrive.
✓ Everything in Proactive CFO Partnership
✓ Scenario planning
✓ Profitability analysis
✓ Growth planning
✓ Advanced tax strategy
✓ Cash flow forecasting
✓ Strategic financial reviews
✓ Higher-touch advisory
Instead of wondering if your business can grow, you understand exactly what growth requires financially.
Crown Advisory
Ongoing CFO partnership for businesses making high-impact decisions.
Our Highest Level of Engagement. We become your strategic financial partner — a long-term relationship built for high-impact decisions.
You’ll have regular access to CFO-level guidance throughout the year. We’ll participate in major planning discussions, review expansion opportunities, evaluate investments, support financing conversations, prepare for acquisitions, strengthen profitability, and provide financial perspective before major decisions are made.
✓ Everything in Growth Strategy & Leadership
✓ Executive financial leadership
✓ Strategic decision support
✓ Higher advisory cadence
✓ Priority response
✓ Advanced planning
✓ Long-term financial strategy
✓ CFO participation in major initiatives
Financial decisions become clearer. Growth becomes more intentional. Your financial leadership grows alongside your business.
How Our Relationships Work
Every engagement is designed around the same philosophy.
The difference between our service levels isn’t whether you have a CFO partner — it’s how much financial partnership your business needs today. You shouldn’t have to wonder who to contact, what happens next, or whether your financial team is communicating.
A dedicated relationship led by Margo
Clearly defined communication
A structured monthly process
Timely financial reporting
Proactive planning
One coordinated financial team
As your business grows, your support grows with it.
Which Package Is Right for You?
You don't need to decide before we talk.
Most of our long-term clients didn’t begin in Crown Advisory. They started with the level of partnership their business needed at the time and expanded as their business grew.
Where your business is today
What challenges you’re currently facing
Where you’re trying to go
Which level of support makes the most sense
If another package — or even another provider — is a better fit, we’ll tell you. Our goal is to recommend the right starting point, not the biggest engagement.
Final Step
Let's determine the right place to begin.
Whether you’re looking to organize your books, strengthen your financial foundation, or gain an ongoing CFO partner, we’ll help you determine the level of partnership that’s right for your business today.
As your business grows, your financial partnership can grow with it.