Tiers of Engagement
Financial Stewardship Designed Around Your Business
Every business is at a different stage of growth.
Some need accurate financial foundations. Others need deeper insight into profitability and cash flow. Established businesses often need a strategic financial partner to help guide the future.
Engagements are designed to meet your business where it is — always with direct partnership, clear communication, and a commitment to your long-term viability.
Financial Foundation
The Rearview Mirror
Understanding where your business has been so you can make better decisions today.
Accurate financial records are the foundation of every healthy business.
This engagement is designed for businesses that need reliable bookkeeping systems and confidence that their financial information is accurate.
Includes:
Transaction categorization
Bank and credit card reconciliations
Monthly financial statements
Clean financial records for decision-making
Investment: Starting at $300/month
Strategic Accounting
Moving From Numbers to Insight
Many businesses have financial reports — but few have financial clarity.
This engagement transforms your accounting data into meaningful information you can actually use.
Includes:
Complete bookkeeping foundation
Profit & Loss reporting
Balance sheet reporting
Cash flow tracking
Monthly advisory meeting
Identification of opportunities, risks, and financial patterns
Together, we translate your numbers into plain English and identify the actions needed to strengthen your business.
Investment: Starting at $850/month
Fractional CFO Advisory
The Windshield
Navigating where your business is going.
For established businesses ready for strategic guidance, Fractional CFO Advisory provides forward-looking financial leadership.
Together, we move beyond reporting and into intentional decision-making.
We focus on:
Vision Clarity
Defining what success actually means for your business and your life.
Strategic Action
Building a practical roadmap based on your goals, financial realities, and opportunities.
The Scoreboard
Creating a simple, meaningful view of your most important financial indicators so you know exactly where you stand and what decisions come next.
This is financial strategy grounded in reality — not abstract projections.
Designed for established businesses with approximately $500K–$25M in annual revenue.
Investment: Starting at $1,490/month
Financial Education
Building Financial Confidence Across Your Organization
A financially healthy organization is built by financially confident people.
OAOA provides financial education workshops designed to help your employees develop greater confidence, awareness, and agency in their personal financial lives.
Topics may include:
Understanding your compensation and benefits
Making the most of your 401(k) and retirement options
Building emergency savings
Navigating debt
Understanding credit
Creating personal financial goals
Developing a healthier relationship with money
These conversations are not about telling people what to do with their money.
They are about giving people the knowledge and confidence to make informed decisions.
Investment: Customized based on scope and engagement