Adviza Growth Partners

Additional Services for Intentional Growth Clients

When your needs go beyond the core package, we’re already here.

Round Out Your Team with Experts You Trust

Accounting and Finance Leadership

For our Intentional Growth Financial Reporting+ and Strategy clients, we offer additional accounting and finance services based on need. Whether you’re missing a bookkeeper, need senior-level accounting leadership, or want strategic financial guidance beyond what’s included in your engagement, we can help take your business to the next level.

  • Bookkeeping

    Monthly bookkeeping delivered as a fixed subscription, priced by transaction volume. We handle the day-to-day recording and reconciliation so your books are clean, closed, and ready for your FP&A analyst every month.

  • Controller

    Senior accounting leadership on a fractional basis takes care of the monthly close, oversees your accounting team, and ensures your financial statements are accurate and audit-ready.

  • Fractional CFO

    Strategic finance leadership without a full-time hire. For clients navigating growth, capital decisions, or complex financial planning, a fractional CFO brings the senior perspective and capacity the moment requires.

  • Project-Based Work

    Some needs don't fit a retainer. They call for a defined deliverable on a fixed timeline. For clients who need a specific outcome, we scope and price project work as a fixed fee, built around the right team for the engagement.

Projects we’ve completed on behalf of clients include:

 

→ M&A readiness

→ Due diligence assistance

→ Quality of Earnings (QoE) preparation

→ Acquisition financial modeling

→ System conversions and financial technology transitions

 

 

Current clients should talk directly to their advisor about their needs.

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What Intentional Growth
Clients Have to Say

Adviza has been instrumental in transforming our financial operations. With their expertise, we successfully transitioned from cash to accrual accounting, providing us with a clear and comprehensive financial picture. Their support in organizing and producing a robust financial package each month has allowed us to confidently understand our current standing and strategically plan for the future. Additionally, their partnership has been invaluable in shaping our 3-year strategy, setting us up for sustained growth and success. I highly recommend Adviza as a trusted financial advisor and strategic partner.

Nick Lowry, CEO, Brand Ink

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Frequently Asked Questions

You don't need to fix it first. That's exactly the kind of situation Adviza's bookkeeping service is built for. Clean, accurate, closed books are the foundation everything else runs on. If yours aren't there yet, we handle the transaction recording, reconciliations, and month-end close process so your financial reporting has something reliable to work from. Most clients who start here are surprised how quickly the picture gets clearer once the foundation is in place.

A bookkeeper records transactions. A controller owns the close, reviews the accuracy of your financial statements, manages the process, and makes sure what gets reported is something you can trust and act on. Many growing businesses have a bookkeeper who is doing good work but no one at a senior level reviewing it, catching errors, or making sure the month-end close actually happens on time. A controller fills that gap without the cost of a full-time hire.

A controller and a fractional CFO both bring senior financial expertise, but they operate at different levels. A controller owns the accounting function: the monthly close, the accuracy of your financial statements, and the process that makes sure what gets reported is something you can rely on. A fractional CFO works at the strategic level above that, focusing on capital decisions, lender and investor relationships, growth planning, and senior financial counsel. Think of it this way: the controller makes sure the numbers are right. The fractional CFO helps you decide what to do with them.

Intentional Growth Strategy combines financial reporting, budgeting, and forecasting with a 3 to 5 year strategic growth plan and the ongoing accountability to execute against it. For the vast majority of growing businesses, that is exactly what they need. A fractional CFO is a different kind of engagement, built for situations that require senior strategic finance leadership at the decision-making level: capital structure, lender and investor relationships, acquisition planning, or preparing the business for a significant transaction. Most Adviza clients don't need a fractional CFO, and adding one before the financial foundation and strategic plan are in place rarely adds value. When the time comes that a client does need that level of counsel, it layers on top of what's already working rather than replacing it.

Usually the signal is a question your current engagement can't answer. If you're asking about whether to take on debt, bring on a partner, or prepare the business for a future sale, that's a fractional CFO conversation. If your books are consistently late or you don't have confidence in what's being reported, that's a controller conversation. If there's a specific initiative on the horizon, financing, a strategic plan, an acquisition, Adviza can scope that as a standalone project. Your advisor is the right starting point. Bring the question and let them tell you whether there's a service built around it.

Yes. Adviza can scope and build the financial package your lender will want to see, including the narrative, the projections, and the supporting financials, presented in a way that makes a credible case for your business. Owners who walk into a bank with a well-prepared package close faster and on better terms than those who hand over a QuickBooks report and hope for the best. This is a common project engagement for existing clients, scoped and priced as a fixed fee.

Bookkeeping, controllership, fractional CFO, and project-based work are all available to clients engaged through Intentional Growth Financial Reporting+ or Intentional Growth Strategy. The right starting point is a conversation with your advisor. Bring whatever question is on your mind, whether it's a financing event, a gap in your accounting function, a strategic initiative, or a decision that needs senior financial input, and your advisor will tell you whether there's a service built around it and what that engagement would look like.
Adviza Growth Partners
Nexstar

Strategic Partner

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