Advisory Services
A practical numbers conversation for owners and their advisors.
Strategy sessions that interpret trends, set targets, and align decisions with the right KPIs — designed to complement your fCFO, CPA, or tax team.
What Advisory Looks Like
A monthly conversation that changes how you decide.
Most owners don't need more reports. They need someone sitting across from them who can say, here's what this means — and here's what I'd do next.
TIVAS advisory brings 25 years of business ownership, a finance background, and the same dashboards we build to your monthly planning rhythm. The goal is to clarify decisions and support the financial partners already around the table — not replace them.
What You Get
Included in every advisory engagement
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Monthly virtual advisory session
Structured 60-minute call to review performance, identify risks, and set the next action plan.
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Summary report
Written recap of what we saw, what we decided, and what's tracked until next session.
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Priority email support
Questions between sessions get a same-day or next-day response.
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KPI accountability
We set the targets together and track them on your dashboard — no more drift.
Who This Works For
Owners who want a thinking partner on the numbers.
If you're running a $500K–$5M business and feel like your decisions would be sharper if someone smart was in the room with you each month — that's exactly what advisory is.
Advisory works best when it's anchored in real dashboard data, not memory — so most engagements bundle both. Start with a Discovery Call to see what fits.