The NetAdvizor Process
3. Onboarding & Clean-Up
We set up or clean up your accounting systems, align your chart of accounts, connect software, and establish reporting and dashboards so you have a clean, reliable financial foundation.
2. Custom Plan & Proposal
Next, we build a tailored plan using our Client Roadmap and Scorecard—outlining the services you need (bookkeeping, payroll, tax planning, fractional CFO, software), what will change, and how success will be measured.
1. Discovery & Financial Review
At NetAdvizor, We start with a conversation about your business, goals, and current challenges, then review your existing books, systems, and tax situation to understand where you are today.
4. Ongoing Support & Strategic Guidance
From there, we handle the ongoing work—bookkeeping, payroll, tax planning, and CFO reviews—meeting with you regularly to review your numbers, adjust strategies, and support key decisions as your business grows.
Frequently Asked Questions
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We primarily serve owners and executives of small to mid-sized businesses across a wide range of industries. Our team includes specialists with experience in construction, trades, professional services, e-commerce, real estate, and more—so you’re not getting a generalist; you’re getting someone who understands your world.
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Yes. Our team is distributed nationwide and we serve clients in all 50 states. We meet virtually, use cloud-based tools, and build a communication rhythm that works no matter where you’re located.
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It depends. Some clients use NetAdvizor for bookkeeping, planning, and day-to-day support while keeping their existing CPA for tax filing. Others prefer an integrated approach where we handle both planning and coordination of the tax return. We’ll discuss what makes the most sense for you during our consultation.
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For most ongoing services—bookkeeping, payroll, and fractional CFO—we charge a flat monthly fee based on the size and complexity of your business. For software consulting, we typically use project-based or packaged pricing.
For tax planning, we use a flat planning fee with an upfront retainer and the remaining balance due only after the plan is implemented. If we don’t save you money, you don’t pay. You only pay when you save.
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For our ongoing accounting and CFO services, we typically work month-to-month. We want you to stay because we’re delivering value—not because you’re locked into a long contract.
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We start with a discovery call and a review of your current books, systems, and tax situation. Then we present a tailored plan using our Client Roadmap and Scorecard. Once you’re ready to move forward, we clean up or set up your systems, connect your software, establish your reporting cadence, and schedule regular check-ins.
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Bookkeeping focuses on accurate, timely records—reconciliations, categorizations, and financial statements. Fractional CFO services focus on interpretation and strategy—budgeting, forecasting, cash flow planning, pricing, and advising on key decisions. Many clients start with bookkeeping and add fractional CFO support as they grow.
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We work with leading cloud-based accounting, payroll, and reporting tools and can often work within your existing systems. Through our software and dashboard consulting, we also recommend, implement, and integrate tools—including custom API integrations, new application development, and ERP implementations—when it makes sense for your business.