Financial Clarity for Growing Business.
Clean books, clear reporting, and practical advisory—so you always know where your business stands and what to do next.
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Monthly reconciliation and tax-ready books
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Simple reports that explain what changed and why
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Advisory support for cash flow, margins, and planning
Our Services
Explore our range of comprehensive consulting services designed to address your specific business needs and drive sustainable growth
Personal Finance & Budgeting
Ongoing support + planning for your household finances.
$10–$350 / month
Best for: individuals and families who want structure, accountability, and a clear plan
Includes:
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Monthly check-in (30–45 min)
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Budget setup + ongoing adjustments
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Cash flow planning (bill schedule + spending targets)
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Savings goal tracking (emergency fund, big purchases, etc.)
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Debt payoff strategy + progress tracking
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Light forecasting (next 1–3 months cash view)
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Priority support between sessions (email)
Performance
Reporting that tells you what changed and why.
$500–$750 / month
Best for: growing businesses that want real visibility
Includes everything in Foundation, plus:
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Monthly “Owner Summary” (plain-English highlights)
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KPI snapshot (revenue, margin, key expense changes)
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Cash trend / cash visibility
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Quarterly review call (30 min) or monthly mini-review (15 min)
Advisory
Ongoing advisory + planning support.
$900–$1,500 / month
Best for: owners who want a finance partner
Includes everything in Clarity, plus:
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Monthly advisory call (30–60 min)
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Budget vs actual tracking
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Light forecasting (3–6 month cash view)
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Decision support (pricing, hiring timing, big spends)
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Priority support
About Us
Rock Pier Advisory helps small businesses stay financially organized and decision-ready. We combine clean bookkeeping with clear reporting and practical advisory, so you always know where your business stands—and what to do next.
We’re built for owners who want accurate books, simple insights, and a reliable finance partner they can actually reach.