Business Advisory Services - Strategic Financial Advice

July offer: Sign up by July 31st, 2026 and lock in 20% off for your first year.

Turn your numbers into decisions

Your bookkeeping tells part of the story — but the full picture comes from combining your financial results with what’s actually happening inside your business. We bring both together, helping you understand where you stand, spot opportunities you might be missing, and build a clear path toward your goals.

Each engagement begins with a scoping conversation to define objectives and fees.

Services are designed to stack. Start with one, add more as your needs grow — or combine from day one for a full CFO-style advisory relationship.

Gain financial clarity

Improve profitability

Plan for long-term growth

Our Plans

Choose the level of support that fits your business.

Essential

CORE SERVICES — ALL INCLUDED

Benchmarking — how your financials compare to industry peers
Health check — a review of your financial position and controls

FOCUS AREA — PICK 1 OF 2

Improve profitability
Improve cash flow

1-hour Quarterly Check-in

Starting from
$800/month

Evolving

CORE SERVICES — ALL INCLUDED

Benchmarking — how your financials compare to industry peers
Health check — a review of your financial position and controls

FOCUS AREA — PICK 1 OF 2

Improve profitability
Improve cash flow

1-hour Monthly Check-in

Starting from
$2,400/month

Immersive

CORE SERVICES — ALL INCLUDED

Benchmarking — how your financials compare to industry peers
Health check — a review of your financial position and control

FOCUS AREAS — BOTH INCLUDED

Improve profitability
Improve cash flow

STRATEGIC ADD-ON — PICK 1 OF 2

Chart a path — long-range planning and goal setting
Become a metrics-driven business

1-hour Monthly Check-in

Starting from
$3,600/month

Get Started

Standalone Services

Business Plan

A full business plan engagement, scoped and priced separately. Ideal for new ventures, financing applications, or major strategic pivots.

Learn More »

Budgeting

A dedicated budgeting engagement, scoped and priced separately. Build a working budget aligned to your business goals.

Learn More »

Frequently Asked Questions

Have questions about advisory services? Here are answers to some of the most common questions we hear from business owners exploring strategic financial support. If you’d like to know more, feel free to contact us.

What is a business advisory?

Business advisory goes beyond bookkeeping and compliance. It combines your financial information with the realities of running your business to help you make informed decisions, improve performance, and plan for the future.
How is advisory different from bookkeeping?
Which advisory package is right for my business?
What results can I expect from advisory services?

Every business is different, but advisory services are designed to help you gain clarity and confidence in your decision-making. Depending on your goals, outcomes may include improved profitability, stronger cash flow, better financial visibility, more effective planning, and clearer performance metrics.
When would I need a business plan?

A business plan can be valuable when launching a new venture, applying for financing, seeking investors, planning a major expansion, or making a significant strategic change. We work with you to develop a practical plan that aligns with your goals and supports informed decision-making.
Why is budgeting important for my business?

A budget provides a roadmap for your business by helping you plan revenue, expenses, cash flow, and growth initiatives. A well-built budget can improve financial visibility, support better decision-making, and help keep your business on track throughout the year.

Ready to make better decisions?

Christina Chong, CPA

Partner
christina@syncaccounting.com

Steven Klinger, CPA, CA

Partner
steven@syncaccounting.com

Customer Reviews

We have been with Sync for 2 years now and we are really happy with their work. They are so thorough and really listen to our concerns and helped us navigate our changing tax needs. High recommend them. Have recommended them to friends who were also really impressed. Thank you so much Christina and Steve!

Peter M.

I highly recommend Sync Accounting for personal tax returns. They have prepared my T1 for the last two years and I am very satisfied with their work. Christina and her team are very professional and offer great customer service. Details that I especially appreciated: they are quick to respond by email, they do follow-up phone calls, and they offer an efficient and secure online system for file transfer and messaging.

Stephanie F.

Sync Accounting makes taxes easy… and fun? Christina is wonderful to work with, she’s extremely knowledgeable, lightning fast at responding to my emails, and gets the work done!

Laura W.

A huge thanks to the whole Sync team – your experience, professionalism and responsive communication is fantastic. Christina has been a great thought partner as I manage and plan my existing business. Steven’s experience was super helpful as I considered options for a new venture. Thanks again.

D. H.

Sync accounting is amazing! Super professional setting and easy to talk to about confusing bookkeeping/tax filing questions. It’s just comforting to know my tax filings are in great hands and that makes one less stressful thing to get right on multiple own. Thanks guys!

Tristen V.

Sync Accounting has been so great to work with, I highly recommend them for any of your accounting needs. Steven is easy to work with, responsive and he really knows his stuff! 10/10

Jackie H.

I highly recommend Sync Accounting for both personal and business accounting needs. Steven and Christina and awesome to work with and will take great care in ensuring everything is perfect. The online/paperless aspect is another huge bonus.

Ben H.

We have been working with Sync Accounting for two years and are highly satisfied customers. We can’t recommend them enough for all of your bookkeeping and accounting needs.

Simon B.

Would highly recommend, Christina is very on it, and even helped me find stuff missed from last year, and set me up so I feel more confident preparing for this year. Thanks again!

Alexis A.

Quality, professional service.

Bobby W.

Turn your numbers into decisions

Our Plans

Essential

CORE SERVICES — ALL INCLUDED

FOCUS AREA — PICK 1 OF 2

Evolving

CORE SERVICES — ALL INCLUDED

FOCUS AREA — PICK 1 OF 2

Immersive

CORE SERVICES — ALL INCLUDED

FOCUS AREAS — BOTH INCLUDED

STRATEGIC ADD-ON — PICK 1 OF 2

Standalone Services

Business Plan

Budgeting

Frequently Asked Questions

What is a business advisory?

How is advisory different from bookkeeping?

Which advisory package is right for my business?

What results can I expect from advisory services?

When would I need a business plan?

Why is budgeting important for my business?

Ready to make better decisions?

Your Advisory Partners

Christina Chong, CPA

Steven Klinger, CPA, CA

Customer Reviews