ADVISING
What to do next, not just what happened
An ongoing strategic partner for the decisions a spreadsheet can’t answer - pricing, cash flow, growth, and timing.
THE PACKAGE
One Package. Same scope for every client.
One 60-minute strategy session per month
Cash flow forecasting & review
Pricing and margin guidance
Growth and hiring timing decisions
Light email/text access between sessions for quick questions
Works alongside your own bookkeeping, BookSmart progress, or a VanDam Bookkeeping plan
Advising is a standing relationship, not a tiered service - everyone gets the same level of access and attention, whether you’re just starting to think strategically or you’ve been running your business for years.
ADVISING
$425/mo
Standalone rate
Already a Bookkeeping client? Add Advising for $325/months instead - a $100/month savings, applied automatically to any Bookkeeping plan.
Billed monthly, no long-term contract
Cancel anytime with 30 days’ notice
Sessions held via Google Meet/Zoom whichever you prefer
Good fit if you
Manage your own books (DIY or a BookSmart graduate), but want a second set of eyes on decisions
Are a Bookkeeping client who wants strategy layered on top
Are facing a pricing, hiring, or growth decision and want an outside perspective
Want a regular, predictable check-in rather than a one-off consultation
Is Advising right for you?
Not the right fit if you
Need your books recorded and reconciled - that’s Bookkeeping
Want to learn to run your own books yourself - that’s BookSmart
Need a one-time cleanup of messy books - see Bookkeeping Cleanup