FORTUNE 500 EXPERTISE & GUIDANCE
Financial Guidance for Growth
Tailored Solutions for Businesses and Individuals
Defining a Path to Prosperity
By leveraging proprietary methods that utilize your current systems or help you build new ones,
Shoreline Business Advisory unlocks game-changing insights, metrics, and trends.
These elements come together to form a solid foundation for informed business decision-making.
At Shoreline Advisory Services
we provide the financial clarity, strategic insight, and flexible support your desire to grow wealth.
With options including monthly CFO services, project-based business advisory and individual hourly decision-making support,
we help you navigate every challenge with confidence.
Let’s chart your course to success.
Monthly Recurring Services
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Business AND Personal financial advisory sessions up to 1x per week (60 min)
Monthly Certified QuickBooks Pro Bookkeeping and full business analysis with recommendations
Monthly financial health scorecard and modelling with trend-based data-driven insights
Referrals to and from top-tier businesses throughout Central Florida
Discounted hourly fee of $60 after membership allotment (normally $80/hr)
For clients in Volusia County: access to a monthly 4-hour networking event utilizing Freedom Boat Club Daytona
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All services included, with comprehensive plan (business & personal) EXCEPT
Bookkeeping and/or taxes completed by your current CPA or individual tax professional
Full business analysis with recommendations
In person or virtual strategy sessions for up to 90 minutes per week for decision-making
Monthly financial health scorecard and modelling with trend-based data-driven insights
Referrals to and from top-tier businesses throughout Central Florida
Discounted hourly fee of $65 after membership allotment (normally $80/hr)
For clients in Volusia County: access to a monthly 4-hour networking event utilizing Freedom Boat Club Daytona
Enablement On-Demand
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Basic and Intermediate Business Instruction
A clear yet fast paced substitute for a business degree which focuses on knowledge you will use right away in your own business or in working for someone else
Short- and Long-Term Business Objectives Roadmap
Personalized Fortune 500 training and development of your pricing, markets, and profit margin
Assessment of financial statements and 2-hour session to review recommendations
Establish an easy to follow step-by-step 6 month, 1 year, and 3 year plan of action
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Custom Training on Scaling and Maximizing Profit
Assessment and in person review of personal or professional financial statements
A financial heath scorecard developed for you to plug and play yourself easily!
Hourly Services
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Business Decision Making
Scaling, Starting, and/or Growing Businesses of All Industries
Financial Planning & Goal Setting ; Key Performance Metrics;Professional Effectiveness
Prioritization and Organization; Interaction Strategy
Others:
Full Scale Business Modeling and Strategy
Financial Reporting, Planning, and Analysis
Long Term Financial Forecasting
Key Performance Indicators/Metrics
Operational Efficiency Training and Recommendations
Business Intelligence Training and Recommendations
Pricing and Customer Training and Recommendations
Time Management Training, Tools, and Software
Professional Technology – Hardware, Software, and Other Tools
LinkedIn Profile or Resume Initial Development or “Upgrade”
Building or Improving Credit - Training Recommendations
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Financial Health Assessment and Review
Creating and Maintaining a Personal Budget
Building or Improving Credit - Training and Recommendations
Personal Tax Training and Recommendations
Bankruptcy Solutions and Recommendations
Recommendations
Time Management Training, Tools, and Software
Technology Setup and Training - Hardware, Software, and Other Tools
LinkedIn Profile or Resume Initial Development or “Upgrade”
We believe every business and individual is unique, which is why we offer customized solutions tailored to your specific goals.
Don't see the perfect fit?
Contact us to create a package that works for your business.
