Reliable Business Growth Advisory / CFO, South Jordan.
Stop Guessing. Start Growing. With a Partner Who Knows Your Numbers.
SheCounts combines fractional-CFO guidance and business coaching into one partnership — so you get financial strategy, growth planning, and accountability from someone who already knows your numbers.
What Business Growth Advisory Covers
The Business Growth Advisory packages take financial strategy and business strategy and put them together so you can make one seamless decision. This is not bookkeeping — it builds on top of it. Accounting tells you what the numbers did in the past. Advisory uses those numbers to project what is ahead and gives you accountability on the steps to get there. Think of it as having both a CFO and a business coach at your service in the same person. We deliver financial reviews, KPI dashboards built around your specific metrics, and cash-flow monitoring — because a lot of small businesses do not understand the difference between cash flow and profit, and they are two very different numbers. Each month includes a 60-minute growth strategy session, goal setting and accountability, business planning and support, and email and phone access throughout the month.
Why South Jordan Residents Choose SheCounts for Business Growth Advisory
CFO + Coach in One
You do not need two separate professionals. SheCounts provides financial strategy and business coaching in one partnership, with one person who already knows your numbers.
Built on Your Actual Data
We do not advise on assumptions. Because we handle your bookkeeping, your advisory is built on real, current financial data — not projections from outdated numbers.
Confidence, Not Just Reports
The goal is not more paperwork. It is understanding your numbers, creating financial habits, improving your decision-making, and building the confidence a CEO would have.
Tailored CFO and advisory services.
We provide tailored bookkeeping services, but here is a glimpse into our typical packages.
Foundational
Starter Advisory — Foundational Financial Confidence
Financial review (understand your numbers)
KPI dashboard
Cash-flow monitoring
60-minute Growth Strategy Session
Goal setting and accountability
Business planning support
Email support
Momentum
Starting at $750–$1,200
Service-based businesses; high 5–6 figure revenue; owners new to financial strategy.
Most Popular
For business owners actively scaling revenue who want proactive decisions based on forecasting, profitability, and financial planning.
Everything in Momentum
Rolling forecast
Profitability analysis
Strategic planning
Pricing guidance
Team and hiring discussions
Sales and growth goal tracking
Two strategy sessions per month
Elevate / Growth Advisory
Starting at $1,500–$3,000/mont
Increase profitability, improve cash flow, scale intentionally, make data-driven decisions
Executive
For established businesses seeking a strategic partner to guide growth, profitability, and long-term wealth.
Everything in Elevate
Executive-level financial leadership
Scenario planning
Compensation planning
Board-style reporting
Leadership coaching
Quarterly planning retreats
Unlimited voice/text access
Legacy / Scale Advisory
$850+/month
Established businesses that want a true strategic partner.
Looking for other services?
Advisory is built on a foundation of clean books. If you are not ready for CFO-level guidance yet, explore our bookkeeping, catch-up, tax preparation, and tax planning services.
When You Need Growth Advisory.
Advisory is not for someone just starting out — it is for business owners in the high five figures heading into six figures on gross income who are ready to make strategic, data-driven decisions about growth. Most clients start with a bookkeeping package and graduate into advisory as their business grows. Bookkeeping is the prerequisite because we cannot provide meaningful financial strategy without clean, current numbers.
- You are earning in the high five figures and heading toward six figures
- You want to make strategic decisions but lack the financial clarity to do it confidently
- You do not understand the difference between cash flow and profit — and it matters
- You do not understand the difference between cash flow and profit — and it matters
- You need accountability on business goals, not just financial reports
- You want a CFO-level partner without the cost of a full-time hire
- You have outgrown basic bookkeeping and need someone who connects numbers to strategy
How Growth Advisory Works.
Advisory starts with clean bookkeeping. If you are not already a bookkeeping client, we get your books in order first — because we cannot advise on numbers we do not trust.
01
02
Choose Your Advisory Tier
We offer three tiers — Momentum, Elevate, and Legacy — that scale with your business. We recommend the right level based on your revenue, complexity, and goals.
03
Build Your Dashboard
We create a clear, personalized tax plan based on the analysis — real strategies tied to your business situation and projected growth.
Each month, we review your financials, cash flow, and KPIs together. We explain what the numbers are telling you and what decisions to consider.
04
05
60-Minute Growth Strategy Session
Beyond the numbers, we meet monthly to set goals, track accountability, plan business strategy, and work through the decisions that move your business forward.
06
Ongoing Access & Support
Email, phone, or text throughout the month. When a question or opportunity comes up, you have a partner to call — no extra charge, no waiting for your next scheduled meeting.
Frequently Asked Questions
How is SheCounts' Business Growth Advisory service structured?
The advisory service is built around three plans. Momentum starts at $750–$1,200/month and is designed to build financial clarity and confidence. Elevate starts at $1,500–$3,000/month for businesses actively scaling. Legacy starts at $3,500+/month for established owners who need executive-level financial leadership.
Do I need to be a bookkeeping client first?
Yes. Bookkeeping is the foundation. We cannot provide meaningful financial strategy without clean, current numbers. Most advisory clients start with bookkeeping and graduate into advisory as their business grows.
What is the difference between cash flow and profit?
Profit is what your income statement says you earned after expenses. Cash flow is the actual money moving in and out of your business — and they are often very different numbers. Understanding both is critical, and the advisory brings that conversation front and center.
Is this just for women-owned businesses?
No. SheCounts serves all small business owners. We are especially welcoming to women entrepreneurs who have felt overlooked by traditional accountants, but our advisory services are for any business owner who wants to grow with confidence and clarity.
What kind of results can I expect?
Clients gain a clear understanding of their numbers, develop real financial habits, improve their decision-making, and build the confidence of a CEO — because most business owners started their business and pieced it together without ever mastering what it all does together.
Ready to Get Started?
Schedule a free consultation or call us directly. We respond promptly and we would love to hear about your business.