FORTUNE 500 EXPERTISE & GUIDANCE

Strategic Financial Guidance for Growth
Tailored Solutions for Businesses of all Sizes

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 Business Advisory,
we provide the financial clarity, strategic insight, and flexible support your business needs to thrive.
With options including monthly CFO services, project-based business advisory, and hourly decision-making support,
we help you navigate every challenge with confidence.

Let’s chart your course to success.

Man in a suit working on a laptop with text 'Fractional CFO Services' and a palm tree logo.

CFO Services

  • Initial setup and complete monthly financial bookkeeping and analysis using QuickBooks Pro

    • Up to 8 hours per month of allotted time for in person/virtual goal setting, training, and business decision making

    • Monthly tracking of actual results vs. goals for optimal financial accountability to your business budget

    • Access to a comprehensive on-demand business training catalog

    • Referrals to and from top-tier businesses throughout Central Florida

    • Discounted hourly fee of $65 after membership allotment (Regular rate: $80/hr)

    • Add a layer of insight by allowing us to partner with your current bookkeeper or CPA

    • 6 hours of allotted time for in person/virtual goal setting, training, and business decision making

    • Monthly tracking of actual results vs. goals for optimal financial accountability to your business budget

    • Access to a comprehensive on-demand business training catalog

    • Referrals to and from top-tier businesses throughout Central Florida

    • Discounted hourly fee of $65 after membership allotment (Regular rate: $80/hr)

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Business On-Demand

  • Short- and Long-Term Business Objectives Roadmap

    • Refine and improve your current business model while building a long-term, results-driven plan

    • Establish a step-by-step 6 month, 1-year, and 3-year roadmap with a detailed plan of action

  • Custom Training on Scaling and Maximizing Profit

    • Personalized Fortune 500 training and tailored development of your pricing, target markets, expenses, and profit margin

    • Assessment of financial statements and 2-hour session to review expert recommendations

Business people analyzing bar and line charts on a clipboard, overlayed text 'Personalized Strategic Support'.

Personalized Professional Support

    • Business Decision Making

      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

    • 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 is unique, which is why we offer customized financial solutions tailored to your specific goals.

Don't see the perfect fit?
Contact us to create a package that works for your business.