Proactive Advisory Services
At Nina Guidi CPA, my Proactive Advisory Services go far beyond traditional year-end tax work and compliance.
I become your trusted financial co-pilot — meeting with you regularly to anticipate challenges, uncover opportunities, and keep your personal or business finances on the strongest possible path.
Whether you’re a growing business owner or navigating a complex personal transition, these services give you clarity, confidence, and control throughout the year.
What Services are Included in Proactive Advisory Services?
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Dedicated video calls (30–60 minutes) where we review your financials together, discuss your goals and challenges, and make real-time adjustments to your plans.
These sessions are designed to give you clarity, accountability, and proactive guidance — so you stay ahead of issues instead of reacting to them.
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I deliver clear, easy-to-understand financial reports with actionable insights and recommendations — so you always know exactly where your business stands.
These reviews typically cover:
Cash flow trends and patterns
Profitability by service, product, or customer
Key performance metrics and benchmarks
Variance analysis (budget vs. actual)
Strategic observations and improvement opportunities
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Forward-looking cash flow forecasts and budget support that help you plan with confidence and make proactive decisions.
This includes:
Realistic cash flow projections (monthly or quarterly)
Scenario planning for major decisions such as equipment purchases, hiring, business expansions, or personal milestones
Budget creation and ongoing variance tracking
Early warning alerts when cash flow issues are approaching
Actionable recommendations to improve liquidity and financial stability
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Leveraging my experience as a former leader of high-functioning internal audit teams, I provide independent, objective assessments including:
Internal control reviews and gap analysis
Process optimization recommendations
Compliance assessments (SOX readiness, regulatory requirements, etc.)
External Quality Assessments (EQAs) aligned with IIA standards
This service is especially valuable for growing businesses that want strong internal controls, risk mitigation, and audit-ready documentation without maintaining a full internal audit department.
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Personalized guidance to help you make smart, confident financial decisions.
Whether you’re planning for business growth, preparing for retirement, evaluating an investment, navigating a business transition, or facing any other major financial decision, I help you:
Clarify your goals
Analyze the financial impact of your options
Build clear, actionable plans
Stay on track with ongoing support and accountability
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Need quick answers or have a question between meetings?
I provide unlimited email and text support with responses within 1 business day (often same day).
This ensures you never feel stuck waiting for guidance when important decisions or issues arise.
Why Clients Love Proactive Advisory
Stop reacting to tax surprises — start planning them away
Make confident financial decisions with expert support all year
Sleep better knowing your numbers are being watched proactively
Maximize tax savings and cash-flow opportunities you’d otherwise miss
Build long-term wealth and business value instead of just “getting through the year”
Important Note:
Proactive Advisory Services are available only as a value-added upgrade for existing monthly QuickBooks Online bookkeeping clients (Core, Gold, or Platinum).
Exact scope, frequency, and deliverables are customized based on the results of your Diagnostic Review.
Ready to Take Control of Your Numbers Year-Round?
We will set up a call to review your current situation, allowing me to create the initial steps needed to formulate a customized strategy to help you.
Final Note: All Proactive Advisory Services are delivered remotely and are 100% confidential. Pricing is straightforward and based on the level of support you need. We’ll discuss exact investment within 2-5 business days after your strategy call.