Books you can trust
Reconciled, categorized, and closed every month — no year-end scramble.
Small Business Financial Advisory
Clean books. Clear numbers. Better decisions.
A monthly financial partnership for owner-led businesses — books you can trust, numbers you understand, and decisions you can defend.
Izaguirre Consulting | Small Business Financial Advisory
Why it matters
Most owners don't have a numbers problem.
They have a clarity problem.
Numbers you understand
Financials translated into plain language you can actually act on.
Decisions you can defend
Trends, margins, and KPIs that guide pricing, hiring, and growth.
Every package builds on the one before it — start where you are, move up as you grow.
Packages at a glance
Four ways to work together
Financial Basics
Get your numbers
$250per month
Best for brand-new businesses
See what's included ↓Financial Foundation
Know your numbers
$500per month
Best for growing businesses
See what's included ↓Financial Clarity
Understand your numbers
$850per month
Best for owners making decisions
See what's included ↓Growth / CFO Advisory
Use your numbers
$850per month
Best for scaling businesses
See what's included ↓Package 01
Financial Basics
Get Your Numbers — essential monthly bookkeeping so you always know where you stand.
$250
per month
What's included
- Transaction categorization
- Monthly P&L statements
Start here and upgrade to Financial Foundation whenever you're ready for full reconciliations and a complete monthly close.
Ideal if you need reliable, on-time books without the overhead of a full bookkeeping team.
Package 02
Financial Foundation
Know Your Numbers — clean books, accurate financials, confidence in your numbers.
$500
per month
What's included
- Transaction categorization
- Bank and credit card reconciliations
- Review of balance sheet accounts
- Monthly P&L and Balance Sheet
- Monthly review of all financials
Everything in Financial Basics, plus reconciliations and a full monthly close.
Package 03
Financial Clarity
Understand Your Numbers — interpreting the financials and helping you manage the business.
$850
per month
What's included
- Everything in Financial Foundation
- Monthly review of revenue trends
- Gross profit and gross margin
- Operating expenses and net profit
- Major expense changes and unusual transactions
- Identifying risks and opportunities
Where bookkeeping becomes insight — a monthly conversation about what the numbers mean.
Package 04
Business Growth & CFO Advisory
Use Your Numbers to Make Better Decisions — strategic guidance at the executive level.
$850
per month
What's included
- Monthly executive dashboard: revenue growth and trends, gross profit and margin, operating and net profit, cash
- Customer concentration, sales by product or service, customer profitability, key operating KPIs
- Financial trends and profitability analysis
- Strategic recommendations and action plan
A CFO in your corner — without the cost of a full-time hire.
One-time engagement
Business Financial Health Check
A comprehensive review of your business, delivered as a clear, prioritized report.
$1,500
one-time engagement
What you receive
- Comprehensive review of the business
- Financial report card
- Key findings
- Top opportunities
- Top challenges
- Action plan
A great starting point if you're not sure which monthly package fits.
Next steps
Let's find the right fit
1. Free discovery call
A 30-minute conversation about your business and where your numbers stand today.
2. Recommendation
I'll recommend the package that fits — no upsell, no long-term contract.
3. Onboarding
Books cleaned up, systems connected, and your first monthly review scheduled.
Get in touch
Let's talk about your numbers
Kimberly F. Izaguirre, Founder
(305) 338-3964338 Minorca Avenue, Coral Gables, FL 33134Tell me a little about your business and I'll get back to you within one business day to schedule your free discovery call.
