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Corporate Strategy for the Small Business CEO.

MBA-level strategy, tax advisory, and small business consulting services for entrepreneurs like you who want more than accounting help. You want clarity, confidence, and a smarter path forward.

Book Your Strategic Discovery Call

You’re a small business owner with big goals.

And while you might handle your own bookkeeping (or have someone on your team who does), what you really need is someone who can make sense of it all.

We're here to help you:

Interpret your financials, not just deliver them.

Validate accuracy, spot red flags, and optimize results.

Make strategic decisions rooted in data.

Reach a higher level of financial intelligence.

Bring corporate-level strategy to your growing business.

If you’re ready to leave reactive accounting behind and step into a proactive, strategic advisory relationship, you’re in the right place

Elevate My CPA Experience

What Happens When We Work Together

Every engagement includes strategic support designed to make you feel like you finally have your own CFO, without having to hire one full-time and bear that cost. It doesn’t matter who does your bookkeeping. What matters is how we use the numbers to move your business forward.

 

Financial Intelligence & Direction

Think of this as the “brain trust” corporate executives receive from their CFOs. It's the "secret sauce" most small business owners don't have access to, until now. With your engagement, you’ll know what’s happening, why it’s happening, and what to do next.

  

Strategic Video Briefings & Meetings

Personalized, replayable walkthroughs of your financials highlighting trends, shifts, risks, and opportunities—delivered in plain English. Followed by a focused live session via virtual call where we break down your financial performance, interpret data-driven opportunities, and align your goals with your numbers.

 

Tax-Forward Guidance

 This is NOT tax prep—this is tax intelligence.
We proactively spot planning opportunities, flag tax impacts of your decisions, and ensure your strategy aligns with your tax footprint. You’ll head into filing season prepared and protected, not surprised.

Discover What’s Possible

What Corporate Strategy Looks Like

 

 Here are the kinds of strategic insights Fortune 500 teams uncover that could be available to your small business:

 

KPI interpretation taught in MBA programs

Trend, variance, and margin analysis

Cost structure clarity

Early warning signals for financial risk

Operational suggestions rooted in actual data

Pricing strategies and revenue models

Guidance that mirrors what corporate CFOs provide 

Why These Insights Matter for Your Business

 

Even if you’ve never heard these terms before, you’ll feel the impact of what they do for you when we proactively work together:

  • Focus on the metrics that actually drive growth, instead of getting lost in reports.

  • Spot problems early—before they hit your cash flow or profit.

  • Understand exactly what it costs to run your business and deliver your services.

  • Avoid financial surprises with proactive, data-backed decisions.

  • Operations—team, time, tools—finally align with your financial reality.

  • Set prices and design offers based on real numbers, not guesswork.

  • Make CEO-level decisions with the kind of clarity corporate leaders rely on.

Elevated Service Tiers for the Small Business C-Suite

Not sure what you need? We've got you covered with packaged options. These business and advisory tiers were built for busy entrepreneurs like you.

 

Lift

Build your strategic foundation and gain clarity with expert oversight.

 

Goal: 

Giving you peace of mind, clarity, and expert oversight.

  • Financial Oversight: Validate and support existing accounting staff or your own DIY bookkeeping.

  • Strategy Meetings: Targeted insight and direction based on your actual numbers.

  • Video Briefings: A walkthrough of your financial performance with clear action steps.
  • Core KPI & Dashboard Reviews: Understand your key numbers that matter and why.
  • Tax-Ready Annual Review: Year-end review of your data + strategic recommendations before filing.
  • Access to Digital Tools and Templates

Best for:

Business owners who DIY their accounting or have a bookkeeper but want their financials validated, interpreted, and aligned with smarter decisions.

Build Your Strategic Foundation

Leverage

Turn your financial data into your strategic power.

 

Goal:

Meaningful insight beyond basic reporting.

  • Everything in Lift, PLUS:

  • Advanced KPI Analysis: Profit margins, trends, customer patterns, revenue levers.

  • Pricing & Profit Strategy: Optimize offers, client mix, and profitability.

  • Operational Review: Light AR/AP performance analysis, payment patterns, and operational efficiency.

  • Annual Tax Strategy & Planning: Plan ahead with clear recommendations and proactive insight.

  • Priority Support: Faster access to strategic guidance + one off-cycle consultation per quarter.

Best for:

Businesses experiencing growth, needing deeper analysis, future planning, and more robust decision support.

Turn Your Data into Strategic Power

Lead

Receive deep strategic analysis, scenario planning, and decision support at the highest level.

 

Goal:

Fractional CFO partnership and executive-level strategy.

  • Everything in Leverage, PLUS:
  • Fractional CFO-Level Strategy: Hiring decisions, pricing shifts, investments, and growth modeling.

  • Capacity Planning & Contractor Optimization: Make staffing decisions using data, not guesswork.

  • Advanced Forecasting & Scenario Planning: “Before you make the decision, we model the impact.”

  • Monthly CEO Financial Brief: Executive-ready summary of financial health + next steps.

  • CEO Priority Line: Same-day access + two high-impact calls per quarter.

Best for:

Businesses ready to treat financial strategy as a growth engine—not a compliance requirement.

Apply for Executive-Level Strategy

Tax preparation services can be added to any tier. Pricing varies based on your entity type and complexity, and will be quoted during your discovery call to ensure full transparency.

What Makes This Advisory Firm Different

Why small business owners choose this advisory model: 

  • Strategic, not transactional advice.
  • MBA-level insight shaped for small business speed.
  • Tax-forward expertise woven into your decisions.
  • Clear, confident guidance you can actually use.
  • Monthly leadership partnership, not once-a-year check-ins.
  • Data-backed recommendations, not generic advice.
  • Industry-spanning experience across service-based, entrepreneurial, and growth-oriented businesses.

You’re not hiring a bookkeeper.

You’re hiring a strategic brain at your table.

FAQs

What Your Future Looks Like with a Proactive Advisor

Working together, you’ll gain clarity and structure around your business so you can make smarter financial decisions with confidence.

Our engagement together helps you unlock:

  • More clarity, less confusion
  • More profit, less waste
  • More direction, less trial-and-error
  • More confidence, less stress
  • Better decisions, faster
  • A business model that finally supports your life
  • A proactive partner in your corner who “gets it”

This is where your business grows up—and your role as CEO expands.

Step Into Strategic Advisory

About Caroline

Your Proactive Advisor, CPA, and MBA-Trained Business Partner

Caroline Y. Beasley, MBA, CPA is a multi-state licensed Certified Public Accountant and business advisor with over over two decades of experience guiding business owners through strategic decision-making, advanced financial analysis, and operational optimization.

She holds an MBA from the University of Florida (Warrington College of Business), where she specialized in finance, strategy, and leadership—as the cohort's representative. She now brings those tools and skills directly to small business CEOs who want corporate-level insight without the red tape and big budgets.

Caroline has advised entrepreneurs, service providers, executives, and high-performing professionals across multiple industries, helping them transform raw financial data into powerful decisions. Her work blends:

  • Corporate-grade financial strategy

  • Tax-forward planning

  • Operational efficiency

  • Pricing and profitability modeling

  • CSU (clarity, strategy & understanding) coaching for entrepreneurs

Her mission is simple:
To help small business owners start, grow, and sustain profitable businesses with clarity, confidence, and strategy—so their business supports the impact they are meant to make.

Meet Your Advisor

Testimony Note

These testimonials are from real clients, though results may vary and are not guaranteed.