What services does M. Advisory Co. offer?

We provide bookkeeping, payroll and benefits management, fractional controller and CFO services, and ongoing advisory work, essentially the financial back office for a growing business, without having to build one in-house. You can see a full breakdown on our Services page.

Do you work with businesses outside Colorado?

Yes. While our roots are in Colorado, M. Advisory Co. is built to serve clients across the country. Our work happens wherever you are, supported by cloud-based tools and regular video or phone check-ins.

How does the onboarding process work?

It starts with a conversation about where your business stands today, your goals, and what isn't working in your current setup. From there, we build a scope specific to you, get access to your accounts and software, and get to work. Most clients are fully transitioned within a matter of weeks, depending on the complexity of the books.

How much does it cost?

Every engagement is different, so we build a quote around what your business actually needs rather than a one-size-fits-all package. After an initial conversation, we'll put together a proposal scoped to your bookkeeping, payroll, or advisory needs.

Do you take on every client who reaches out?

We work with a limited number of clients at a time, by design. It's not exclusivity for its own sake, it's so every client gets a team that actually knows their business inside and out. If we're not the right fit right now, we'll tell you, and we're glad to point you toward someone who is.

What makes M. Advisory Co. different from a typical bookkeeping firm?

Most firms are built to process volume. We're built to know our clients. We work with a smaller number of businesses so the person doing your books and the person answering your questions actually know your business, not just your account number.

How often will I hear from my team?

That depends on the engagement, but you'll always know who to call. Most clients hear from us on a regular cadence, monthly reporting plus ongoing check-ins, and anytime something comes up that needs attention.

Can you help if I'm switching from another bookkeeper or accountant?

Yes. Many of our clients come to us mid-relationship, whether that's after outgrowing a do-it-yourself setup or moving on from a firm that wasn't the right fit. We'll get a clear picture of where things stand, clean up what needs cleaning, and take it from there.

Is my financial information secure?

Yes. Your financial information is handled through secure, industry-standard accounting software, and we treat your data with the same care and discretion we'd want for our own. Confidentiality isn't a footnote here, it's part of how we build trust with every client.

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