COASTVIEW
Strategic Advisory
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Start with a fixed-fee Financial Checkup to see where you stand. Move into an ongoing partnership when you want us surfacing the insight and turning it into decisions that move your business forward. Or bring us in for a defined-scope project when a specific moment calls for it.
A comprehensive, one-time review of your financials and systems: the fastest way to find out whether your numbers are working for you or against you.
From kickoff call to final recommendations. No lingering engagement, no long onboarding.
Decide to move from your Checkup straight into an ongoing partnership within 30 days of your debrief, and your Checkup fee rolls fully into your first month. You're not paying twice to get moving; you're already ahead before month one starts.
The same core discipline at every level. What changes is how closely we're woven into the business.
Operators who need consistent financial guidance without a full-time CFO on the payroll.
Growing businesses where decisions move faster than a quarterly cadence can keep up with.
Owners who want Coastview in the room for the hires, the deals, and the decisions that define the next chapter.
We learn the business, map the numbers as they actually are, and set the first KPI scorecard and cash baseline.
Reporting cadence goes live. We tighten the systems that were quietly costing you time or money.
Strategy calls, forecasting, and decision support run at full cadence. You're operating with a financial partner, not a report.
| Bookkeeper | Controller | Fractional CFO (Coastview) | |
|---|---|---|---|
| Records transactions | ✓ | ✓ | — |
| Manages AP/AR & close | — | ✓ | — |
| Builds financial statements | — | ✓ | ✓ |
| Cash flow & scenario forecasting | — | — | ✓ |
| Strategic decision support | — | — | ✓ |
| Bank & investor reporting | — | — | ✓ |
We work alongside your existing bookkeeper or controller, not in place of them.
Defined-scope work that doesn't fit a tier: M&A support, system implementations, board prep, turnaround analysis, financial modeling, or whatever the moment requires.
Discuss a project →One guarantee, applied wherever you are in the relationship: if you're not seeing value, we refund your most recent payment, no questions asked.
If the Checkup doesn't give you a clearer picture of the business, that fee is your most recent payment, and we refund it in full.
Say you're four months into an ongoing engagement and the value isn't there anymore. We refund month four's retainer, no matter how long you've been a client.
A free 30-minute call tells you exactly which service turns our insight into impact for your business.
Book a free call