Advisory for Small Business

Clear numbers for your next big decision. Fixed-price projects and check-ins that turn your books into a plan. No hourly billing, no surprises. All prices in CAD, plus HST.

Founding-client pricing

Our first 5 advisory clients pay the founding price shown in brackets.

One-time projects

Strategy Session (60 minutes) | $195 (founding $149)

A focused working session on your numbers and your next step. The fee is credited toward any project you book.

13-Week Cash Flow Forecast | $450 (founding $350)

A week-by-week view of cash coming in and going out, so you can see pinch points before they happen.

12-Month Cash Flow Forecast | $750 (founding $595)

A month-by-month forecast for the year ahead, built from your actual results.

Budget & KPI Dashboard | $650 (founding $495)

An annual budget plus a simple dashboard of the numbers that matter most to your business.

Pricing & Profitability Review | $550 (founding $450)

We look at what you charge and what it costs to deliver, and show where you make and lose money.

Financial Model for a Loan or Investor | $1,250 (founding $995)

A clear financial model and projections to support a loan application or investor conversation.

Ongoing add-on

Monthly CFO Check-in (45 minutes) | $195/month (founding $149/month)

A monthly call on your numbers and KPIs. Available to Oakridge bookkeeping clients.

Financial models and projections are management-prepared projections, not an audit, review or compilation engagement. Oakridge provides bookkeeping and financial advisory services; we do not provide public accounting or tax filing services.