Business Advisory Services
Strategic Guidance for Every Stage of Business
Running a business comes with a constant stream of decisions—from managing cash flow and pricing your services to preparing for growth and funding opportunities. Without clear financial information and a plan, it's easy to feel stuck, overwhelmed, or unsure of your next move.
At Transform My Finances, our Business Advisory Services are designed to help entrepreneurs move beyond guesswork and make confident decisions backed by sound financial and operational practices.
Whether you're launching a new business, preparing for growth, facing a specific challenge, or exploring funding opportunities, we provide personalized guidance and practical recommendations tailored to your goals.
Why Work With Transform My Finances?
With over 14 years of experience in accounting, auditing, financial analysis, grants management, and business finance, TMF combines technical expertise with practical guidance to help business owners make informed decisions and build stronger businesses.
How We Can Help:
Business Advisory Call - 60 minutes | $249
Best for: Specific questions and quick guidance on a particular issue
Get answers to a specific business questions or receive quick recommendations on a particular issue. No extensive analysis or written plan. Just direct, actionable advice.
Common Topics Include:
- Startup questions
- Pricing and profitability
- Business budgeting
- Cash flow concerns
- Bookkeeping questions
- Financial organization
- Funding preparation
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Business Strategy Consultation | $699
We'll take a complete look at your business finances, operations, goals, and challenges to identify opportunities for improvement and create a customized roadmap for moving forward..
You'll Walk Away With:
✅ Clear understanding of where your business stands
✅ Written recommendations for improvement
✅ A strategic action plan & roadmap showing what to focus on next
✅ Clarity on next steps
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Funding Readiness Assessment - | $449
Thinking about applying for a loan, grant, line of credit, or seeking investors?
Many business owners wait until they find a grant, loan, or investor opportunity before realizing their financial records aren't ready. This review helps you identify and address potential issues before they become barriers to funding.
Our Funding Readiness Assessment helps you understand where you stand and what steps you need to take before pursuing funding opportunities.
What's Included:
✔ Review of your bookkeeping and financial records
✔ Review of key business documentation
✔ Assessment of financial statement readiness
✔ Identification of gaps that could impact funding opportunities
✔ Customized action plan and recommendations
You'll Receive:
✔ Funding Readiness Assessment
✔ Missing Documentation Checklist
✔ Financial Organization Recommendations
✔ Next-Step Action Plan
Whether you're seeking funding now or planning for future opportunities, this service helps ensure your business is prepared when the time comes.
Book a Funding Readiness Assessment
Need More Hands-On Support?
Some business owners need more than a single coaching call or strategy session.
For larger projects, we offer Ongoing Advisory & Project Support designed to provide ongoing guidance and support as you implement changes within your business.
Every engagement is customized based on your goals, timeline, and level of support needed.
Pricing provided upon consultation. Book your Free Discovery Call Now
Why Business Owners Choose Advisory Services
Business owners often wait until there's a problem before seeking guidance. Advisory services help you become proactive instead of reactive.
Our goal is to help you:
- Make informed decisions with confidence
- Improve financial organization
- Build systems that support growth
- Identify potential challenges before they become costly problems
- Position your business for future opportunities
Sometimes a single conversation can save months of frustration and costly mistakes.
Is Business Advisory Right for You?
This service is ideal for:
✔ New business owners looking for guidance and direction
✔ Business owners who want to better understand their numbers
✔ Entrepreneurs preparing for growth or funding opportunities
✔ Businesses experiencing cash flow or profitability challenges
✔ Owners who want expert insight before making important decisions
Ready to get started or not sure which service is right for you?
📅 Book Your Free 15-Minute Discovery Call to Get Started
We'll discuss your goals, answer your questions, and recommend the service that best fits your needs—no obligation required.