In addition to our Virtual Bookkeeping packages, for an additional fee, we offer Business Advisory Services to support another aspect of your business.​

Expense Analysis
Not sure exactly where your money is going?
We can analyze your expenses to find room for savings, while helping you receive an accurate picture of where your money is going every month.  

Strategic Planning
Thinking about expanding or growing your business?
We can help you create a plan, set goals, and monitor your progress so you can meet your future business successes.

Forecasting/Budgeting
Not sure where you're headed?
We can assist you in projecting out your current income/expenses and create and monitor budgets for the future.

Cash Flow Planning
Are you always running low on cash?
Cash flow is critical for any small business. We can analyze your current systems and suggest ways to improve your cash flow.  

Custom Advanced Reporting
Not getting enough out of your traditional financial statements?
Many small businesses would benefit from custom financial reports that provide a deeper insight into their business operations. We are able to cater these reports to each individual business rather than relying on traditional financial statements. 

Workflow Analysis
Are you overworked?
Sometimes, small business owners try to take on too much responsibility for the well-being of their business. We can help analyze your current workflow and make suggestions about how to make it more efficient.  

Why You Should Consider Business Advisory Services For Your Small Business

• Most small businesses do not need a full time in house accountant or CFO, but would benefit from occasional higher level advice and consulting from a trusted professional.  This is where hiring Coastal Point can be beneficial to your business. 
  
• We assist with higher-level planning and consulting services on a case by case basis.  In addition, if you are interested in more regular services, we can setup annual, quarterly, or monthly sessions over video conferencing. 
  
• Whatever needs you have, we can meet them to help you in growing your business and increase the success of your business.
  
• Above is a list of common advisory services we offer, but if you have something else in mind please let us know and we will be happy to try and accommodate you.