FORTUNE 500 EXPERTISE & GUIDANCE

Strategic Financial Guidance for Growth
Tailored Solutions for Businesses of all Sizes

Defining a Path to Prosperity

By leveraging proprietary methods that utilize your existing data and platforms,
Shoreline Business Advisory unlocks game-changing insights, metrics, and trends.
These elements come together to create a strong foundation for advanced business decision-making.

At Shoreline Business Advisory,
we provide the financial clarity, strategic insight, and flexible support your business needs to thrive.
From expert CFO services to tailored business consulting and hourly decision-making support,
we help you navigate every challenge with confidence.

Let’s chart your course to success.

Man in a suit working on a laptop with text 'Fractional CFO Services' and a palm tree logo.

CFO Services

    • Initial setup and complete monthly financial bookkeeping and analysis using QuickBooks Pro

    • 6 hours of allotted time for in-person/virtual goal setting, training, and business decision making

    • Monthly tracking of actual results vs. goals utilizing a formal budget created by our experts

    • Creation of key performance metrics unique to your business that are tracked via target-setting

    • Access to a comprehensive on-demand business training catalog with guidance on selections

    • Referrals to and from top-tier businesses throughout Central Florida to expand your network

    • Discounted hourly fee of $65 after membership allotment (Regular rate: $80/hr)

    • Partnership with you and your current CPA or Bookkeeper to implement financial accountability

    • 4 hours of allotted time for in person/virtual goal setting, training, and business decision making

    • Monthly tracking of actual results vs. goals utilizing a formal budget created by our experts

    • Access to a comprehensive on-demand business training catalog with guidance on selections

    • Referrals to and from top-tier businesses throughout Central Florida

    • Discounted hourly fee of $65 after membership allotment (Regular rate: $80/hr)

Curved modern skyscraper with "Business On-Demand" text overlay

Business On-Demand

  • Financial Health Analysis & Recommendations

    • Personalized training to level up your understanding of revenue and its components

    • Assessment of financial statements and in-person session to discuss actionable insights

  • Custom Training on Scaling and Maximizing Profit

    • Personalized Fortune 500 training and development of your pricing, markets, and profit margin

    • Assessment of financial statements and 2-hour session to review recommendations

  • Short- and Long-Term Business Objectives Roadmap

    • Refine and improve your current business model while building a long-term, results-driven plan

    • Establish a step-by-step 6 month, 1-year, and 3-year roadmap with a detailed plan of action

Business people analyzing bar and line charts on a clipboard, overlayed text 'Personalized Strategic Support'.

Personalized Strategic Support

    • Business Decision Making

      Financial Planning & Goal Setting ; Key Performance Metrics;  

    • Professional Effectiveness

      Prioritization and Organization; Interaction Strategy

    Others:

    •  Business Modeling and Strategy

    • Financial Reporting, Planning, and Analysis

    • Long Term Financial Forecasting

    • Key Performance Indicators/Metrics

    • Operational Efficiency Training and Consulting

      Business Intelligence Training and Consulting

    • Credit Score Analysis and Recommendations

    • Pricing and Customer Strategy

    • Time Management Training, Tools, and Software

    • Professional Technology Consultation – Hardware, Software, and Other Tools

    • LinkedIn or Resume Initial Development or “Upgrade”

    • Business Decision Making

      Financial Planning & Goal Setting ; Key Performance Metrics;  

    • Professional Effectiveness

      Prioritization and Organization; Interaction Strategy

    Others:

    • Business Modeling and Strategy

    • Financial Reporting, Planning, and Analysis

    • Long Term Financial Forecasting

    • Key Performance Indicators/Metrics

    • Operational Efficiency Training and Consulting

      Business Intelligence Training and Consulting

    • Credit Score Analysis and Recommendations

    • Pricing and Customer Strategy

    • Time Management Training, Tools, and Software

    • Professional Technology Consultation – Hardware, Software, and Other Tools

    • LinkedIn or Resume Initial Development or “Upgrade”

We believe every business is unique, which is why we offer customized financial solutions tailored to your specific goals.

Don't see the perfect fit?
Contact us to create a package that works for your business.