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Advisory Services

At Mountain Top Bookkeeping & Consulting, our Advisory Services are designed to help small business owners make smarter, more strategic decisions using the financial data they already have.

We go beyond standard bookkeeping to give you insight, structure, and support—so you're not just reacting to your numbers, but using them to drive your business forward.

 
Why Advisory Services Matter

You didn’t start your business to be buried in spreadsheets—but understanding your financials is essential if you want to grow, stay profitable, and plan with confidence.

Our advisory support helps you:

  • Turn numbers into strategy – We help interpret what the financials are actually telling you so you can make informed decisions, not just educated guesses.

  • Plan for the future – With tools like budgeting, forecasting, and scenario planning, you’ll be able to anticipate cash flow, spot gaps, and confidently map out your next move.

  • Track what matters – We identify the KPIs (Key Performance Indicators) that align with your goals, then build dashboards to monitor your performance in real time.

  • Improve profitability – We help analyze cost structures, evaluate pricing, and identify where your business is most (and least) profitable.

  • Stay focused and accountable – With recurring strategic check-ins, you’ll have someone in your corner keeping you on track toward your financial and operational goals.

Annual Advisory

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• Annual Budget with 3 Scenarios

• Year-End Actuals Compared to Budget

​• 2 Strategy Meetings Per Year

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Quarterly Advisory

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•Includes Everything in the Annual Package
• Quarterly Budget-to-Actual Review
• Quarterly Financial Forecasts
• 5 Strategy Meetings Per Year

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Monthly Advisory

•Includes Everything in the Quarterly Package

• Monthly Budget-to-Actual Review

• Monthly Financial Forecasts

• 13 Strategy Meetings Per Year

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