BUSINESS ADVISORY & CFO SERVICES 

ORGANIZED FINANCES. STRATEGIC INSIGHTS. SUSTAINABLE GROWTH.

At GPD Advisors, we provide customized financial solutions designed to help businesses improve organization, gain clarity and make confident decisions. Whether you need reliable bookkeeping, improved financial systems or strategic guidance, our team provides the expertise and support needed to help your business.

BUSINESS CONSULTING & PROCESS OPTIMIZATION

Customized engagements starting at $2,000+


 

Accurate Build stronger systems, improve efficiency and create a foundation for sustainable growth. Our consulting services help business owners identify opportunities, streamline operations and implement solutions that improve organization and scalability.

SERVICE INCLUDES:

  • Business Process Reviews.
  • SOP Development and Optimization.
  • Workflow Improvements.
  • Administrative Process Improvements.
  • Technology and Software Recommendations.
  • Operational Efficiency Strategies.
  • Growth Planning Support.

ACCOUNTING PROCESS ASSESSMENT

Starting at $2,000


 

For Gain clarity on your current financial operations and identify opportunities for improvement. We evaluate your accounting processes, systems and workflows to uncover inefficiencies, risks and opportunities to strengthen your financial foundation. 

SERVICE INCLUDES:

  • Accounting Process Review.
  • Bookkeeping Workflow Assessment.
  • System and Software Evaluation.
  • Identification of Improvement Opportunities.
  • Customized Recommendations and Action Plan.

FRACTIONAL CFO

Customized monthly advisory engagements


Gain access to experienced financial leadership without the cost of a full-time CFO. Our Fractional CFO services provide strategic guidance to help business owners understand performance, improve profitability and plan for the future.

SERVICE INCLUDES:

  • Financial Forecasting.
  • KPI Development and Tracking.
  • Profitability Analysis.
  • Business Growth Planning.

 

  • Budgeting and Planning.
  • Cash Flow Management.
  • Strategic Decision Support.

FINANCIAL SYSTEMS IMPLEMENTATION & OPTIMIZATION

Starting at $5,000


 

Transform your financial operations by implementing improved systems, technology and processes designed to increase efficiency and scalability. 

SERVICE INCLUDES:

  • Accounting Software Setup and Optimization.
  • System Migrations and Integrations.
  • Chart of Accounts Restructuring.
  • Financial Workflow Improvements.
  • Reporting Enhancements.
  • Automation Opportunities.
  • Process Documentation and Training.

BUSINESS EVALUATION & GROWTH ROADMAP

Starting at $3,000


 

Ideal for: Established businesses looking to improve operations and prepare for growth. We provide a comprehensive assessment of your current business operations, identifying opportunities to improve efficiency, reduce risk and create a strategic roadmap.

SERVICE INCLUDES:

  • Operational Assessment.
  • Financial and Administrative Process Review.
  • Systems Evaluation.
  • Identification of Inefficiencies and Risks.
  • Customized Improvement Roadmap.

BOOKKEEPING

Starts at $500/month


 

Accurate financial records are the foundation of a successful business. Our bookkeeping services provide organized, timely, and reliable financial information so you can focus on running your business.

SERVICE INCLUDES:

  • Recording and Categorizing Financial Transactions.
  • Bank and Credit Card Reconciliations.
  • Accounts Payable Management.
  • Accounts Receivable Management.
  • Monthly Financial Review.
  • Financial Organization and Cleanup.

COMPREHENSIVE BOOKKEEPING & REPORTING

Starts at $750/month


 

For growing businesses that need deeper financial visibility, we provide enhanced bookkeeping support and reporting designed to help you better understand your business performance.

SERVICE INCLUDES:

  • All Bookkeeping Services.
  • Payroll Processing and Management.
  • Inventory Tracking and Management.
  • Fixed Asset Management.
  • Expense Analysis and Classification.
  • Monthly Financial Statements.

HOW WE WORK

A CLEAR PATH FROM WHERE YOU ARE TO WHERE YOU’RE GOING

Discover

We learn about your business challenges, goals and current processes.

Strategize

We create a customized plan designed around your unique needs.

Implement

We improve systems, processes and financial operations.

Grow

We provide ongoing guidance and support to help your business thrive.