Turn Your Numbers Into Decisions
Running a business means wearing a lot of hats. Between managing day-to-day operations, looking after your team, and keeping your clients happy, it can be hard to find the time — or the headspace — to really dig into what your financials are telling you.
That’s where we come in.
At Sync Accounting, we go beyond bookkeeping and year-end compliance. Our advisory services are designed to help you understand the full picture of your business — where you stand today, where the opportunities are, and how to build a clear path toward your goals.
Whether you’re looking to improve profitability, get on top of cash flow, or start thinking about what the next few years look like, we’ll work alongside you to make your numbers work harder for your business.
What Does Advisory Look Like in Practice?
Think of it as having a CFO in your corner — without the full-time price tag.
Each engagement starts with a conversation. We take the time to understand your business, your goals, and what’s keeping you up at night. From there, we build an advisory relationship that fits where you are right now, with the flexibility to grow as your needs evolve.
Every advisory engagement includes:
Benchmarking — See how your financials stack up against industry peers. Understanding where you stand relative to others in your sector is a powerful starting point for identifying what to focus on.
Health Check — A regular review of your financial position and internal controls, so you always have a clear, current picture of how your business is doing.
From there, you choose the focus areas and level of engagement that make the most sense for your business.
Advisory Tiers
Our services are designed to stack. Start where it makes sense for you, and add more as your needs grow — or combine from day one for a full CFO-style advisory relationship.
Each engagement is scoped individually, so pricing reflects your specific objectives and time requirements. The starting points below give you a sense of the investment involved.
Essential — Quarterly Check-In
Starting from $800/month
A great entry point for business owners who want regular financial clarity without a heavy time commitment.
Includes benchmarking and health check, plus your choice of one focus area:
- Improve profitability
- Improve cash flow
Includes one 1-hour quarterly check-in meeting.
Evolving — Monthly Check-In
Starting from $2,400/month
For business owners who are ready to engage more actively with their numbers and make meaningful progress on a specific focus area month over month.
Includes benchmarking and health check, plus your choice of one focus area:
- Improve profitability
- Improve cash flow
Includes one 1-hour monthly check-in meeting.
Immersive — Monthly Check-In
Starting from $3,600/month
Our most comprehensive advisory tier, designed for business owners who want both profitability and cash flow addressed — plus a strategic layer to plan for the future.
Includes benchmarking, health check, both focus areas (profitability and cash flow), plus your choice of one strategic add-on:
- Chart a path — long-range planning and goal setting
- Become a metrics-driven business
Includes one 1-hour monthly check-in meeting.
Additional Services
Not quite ready for an ongoing advisory relationship? We also offer the following as standalone engagements, scoped and priced individually:
Business Plan — Whether you’re launching a new venture, applying for financing, or navigating a major strategic pivot, a well-built business plan is an essential tool. We’ll work with you to build one that’s grounded in your numbers and built for your goals.
Budgeting — A working budget that’s actually aligned to how your business operates. We’ll help you build something you’ll use — not just file away.
Ready to Find Out What Advisory Could Look Like for You?
The best place to start is a conversation. Reach out to Mike directly and we’ll find a time to connect.
Attending our July 16 Summer Social at Flourish Bakery in Revelstoke? Ask about our exclusive intro offer available to attendees only. RSVP here.
