THE FINOPSYS

ADVISOR

EDGE™

Financial Operations for Independent Consultants

Bring milestones, subcontractors, delivery partners, software, travel, and client-level visibility into a clear financial rhythm.

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See What’s Included

Advisor Financial Overview

ADVISORY

CONSULTING INCOME

Clean books

NET INCOME

Tax-ready

Revenue Trend (YTD)

Client Margin

Client profitability view

TAX RESERVE

Tax-ready records

Q2 Set Aside

Clean books YTD

Built Around Your Business

Industry operating plan

Premium Consultation

Bookkeeping, tax coordination, client profitability reporting, contract tracking, S-Corp support, and financial guidance tailored to consultants, fractional executives, and advisory firms.

You advise clients;

we handle your finances.

GIVE YOU BACK YOUR BILLABLE TIME.

GIVE YOU BACK YOUR FOCUS.

BUILT FOR ADVISORS

Everything You Need. Nothing You Don’t.

PROJECT BOOKKEEPING

Track client retainers, project income, tools, travel, and subcontractor costs.

MONTHLY REPORTING

P&L, Balance Sheet, Cash Flow, and tax reserve visibility every month.

QUARTERLY TAX GUIDANCE

Estimated tax planning for uneven consulting income and bonus months.

CLIENT & CONTRACT TRACKING

Organize revenue by client, engagement, contract type, and margin.

S-CORP & PAYROLL SUPPORT

Plan entity structure, owner payroll, accountable plans, and retirement.

DEDICATED MANAGER

A real person who understands independent advisory businesses.

GROWTH PATH

Upgrade to tax prep, forecasting, payroll, and boutique firm reporting.

01. Capture

Transactions, payroll inputs, bills, receipts, and questions stay organized before month-end.

02. Close

Books are reconciled, reviewed, and packaged with the reports that guide decisions.

03. Grow

Clean data surfaces cash needs, margin shifts, tax readiness, and next-stage support decisions.

Choose the support model that fits your operating stage.

Choose the support level that fits your stage.

Start with clean monthly operations, then layer in payroll, deeper reporting, cleanup, and advisory support as your business grows.

A premium consultation helps match the right support level to your stage.

THE ADVISOR FOUNDATION

For professionals who need clean books, tax-ready records, and reliable monthly reporting.

THE EXEC STACK

For teams ready for deeper planning, stronger reporting, cleanup, payroll, and strategic financial support.

For established businesses ready for deeper planning, stronger reporting, and more strategic financial support.

Specific tax, entity, payroll, and strategic support depends on your needs, engagement scope, and coordination with the appropriate professionals.

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From early traction to a finance-ready operation

FROM SOLO THERAPIST TO GROUP PRACTICE

We Grow With You As Your Expertise Becomes A Business.

Whether you are an independent expert or building a consulting practice, FinOpSys gives you a financial foundation for premium work and scalable growth.

Stage 01 — Solo expert: Separate personal and business finances, track retainers, expenses, subscriptions, and project income.

Foundation: organize retainers, projects, software, travel, subcontractors, and tax-ready monthly financials.

Categorize activity, reconcile accounts, and stabilize the first reporting rhythm.

Stage 02 — Premium consultant: Add monthly reporting, estimated tax planning, and visibility into margins and utilization.

Growth: add client margin tracking, contractor support, S-Corp planning, and monthly financial reviews.

Lock in monthly close, payroll coordination, and tax-ready source documents.

Stage 03 — Advisory firm: Support contractors, payroll, revenue mix, and project profitability as delivery expands.

Scale: coordinate payroll, accountable plans, retirement strategy, budgets, and reporting for a growing advisory firm.

Add cash-flow, margin, and KPI reporting so decisions are backed by clean data.

Stage 04 — Scalable practice: Create management reporting, cash planning, and finance systems for a firm built beyond the founder.

Layer in planning support, cleanup projects, and strategic financial guidance.

Optimize: use forecasting, KPI dashboards, tax strategy, and CFO-level insight to support premium advisory work.

Human Led

AI Supported

Secure workspace

Secure

Secure workspace

Controlled access

Advisor / Real Support

Build a cleaner financial operation for your advisory business.

Spend less time on admin and more time delivering client value.

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Income sources

Categorized records

Monthly reporting / tax readiness

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