Business Advisory Services
From Financial Fog to Forward Momentum
SmallBizMaven’s Business Advisory Services are designed for small business owners who want more than bookkeeping — they want perspective, planning, and progress. Whether you’re pivoting, scaling, or simply feeling stuck, we’re here to help you make better decisions, build better systems, and move your business forward with clarity and confidence.
We bring experience, strategic thinking, and compassion to the table — because running a business is personal, and the best advisors understand both the numbers and the people behind them.
Located in Oakland, California, we serve businesses across the Bay Area and beyond — offering a grounded, collaborative approach to advisory support.
What’s Included in Business Advisory?
Every business is unique — so our advisory support is tailored to your goals, gaps, and growth stage. Typical advisory areas include:
- Monthly or quarterly strategy sessions
- Budgeting & cash flow analysis
- Revenue planning and goal setting
- Operational process review & improvement
- Hiring and team-building guidance
- Help identifying key metrics and building dashboards
- SOP evaluation and development
- Business health check-ins and accountability tracking
- Support during transitions (growth, hiring, exit prep, etc.)
Whether you need a sounding board, a strategist, or a steady hand during a growth phase, our advisory services meet you where you are — and help get you where you want to go.

Work with SmallBizMaven!
When to Call in a Business Advisor
If you’re experiencing any of the following, it might be time to bring in outside perspective:
- You’re growing but your systems aren’t keeping up
- You’re managing a team but flying solo when it comes to planning
- You’re profitable — but you’re not sure where the money is going
- You feel overwhelmed by decisions without a clear roadmap
- You want your business to feel less chaotic and more intentional
- You’re ready to take your business seriously, but don’t want a stuffy consultant
We often work with founders who feel overwhelmed by what they don’t know — and we’re here to guide, clarify, and set up systems that empower you.
Your Trusted Accountability Partner
We call ourselves accountability architects — because our job is to help you create structure that supports your vision. With regular check-ins, strategic insights, and no-judgment support, we help you actually implement the changes you’ve been thinking about.
You don’t need another course. You need someone in your corner who knows what it takes to turn ideas into action — and spreadsheets into strategy.
Who We Work With
- Service-based businesses in growth mode
- Consultants, creatives, coaches & small firms
- Family businesses & women-led teams
- Entrepreneurs who crave structure but hate corporate fluff
- Anyone tired of being stuck in reactive mode
We’re not for everyone — and we’re proud of that. If you’re looking for real partnership, straight talk, and strategic momentum, we might just be the perfect fit.
Common Questions
What’s the difference between Advisory and Controller services?
Controller services focus on financial operations — advisory goes broader. Business Advisory includes financial planning and operational strategy, hiring plans, systems design, and more. Many clients use both services together.
Do you offer one-time sessions?
Yes! We offer one-time strategy sessions, but most of our clients benefit from ongoing monthly or quarterly advisory to build momentum and accountability.
Is this coaching?
Not exactly. We’re advisors — not therapists. But we do listen well, ask the right questions, and guide you toward better decision-making. We’ll never give you a cookie-cutter answer or pretend your challenges don’t matter.
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Let’s Plan What’s Next — Together
Your business isn’t just a set of numbers. It’s your livelihood, your dream, and your impact. Let’s work together to build something that reflects your vision — and supports your growth at every stage.
📍 Based in Oakland, CA — Proudly Serving the Bay Area & Beyond
→ Book your free discovery call today and let’s get started.