Our Services

Subtle Advisory offers structured accounting, bookkeeping, and advisory services designed to provide clarity, consistency, and reliable financial support.

Every engagement is tailored to your business, with a clear scope and expectations. Services stay practical and accurate so you can make confident decisions.

Accounting

Core Bookkeeping

Starting at $650 per month

Foundational bookkeeping designed to maintain accurate, organized financial records. This includes:

  • Monthly transaction categorization

  • Monthly reconciliations

  • Monthly financial reporting

Best suited for individuals and early-stage businesses seeking structured financial organization.

Operational Bookkeeping

Starting at $1,250 per month

Ongoing accounting support that provides greater visibility and oversight across your financials. This includes:

  • Core Bookkeeping

  • Tracking receivables and payables

  • Financial review

  • Monthly performance consultation

Ideal for growing businesses that require consistency and a more hands-on level of support.

Strategic Advisory Bookkeeping

Starting at $2,500 per month

Comprehensive financial support focused on insight, performance, and decision-making. This includes:

  • Operational Bookkeeping

  • Regular financial analysis

  • KPI tracking

  • 1:1 advisory to navigate and plan for future

Designed for established businesses seeking clarity, direction, and a more strategic approach to their financials.

Additional accounting support is available based on your needs. This may include initial cleanup and catch-up work, QuickBooks Online setup and organization, and other foundational accounting services.

These services are typically addressed prior to or alongside ongoing engagements and are scoped separately based on complexity.

Advisory services are designed to provide additional financial insight and support beyond routine accounting. This may include financial review, performance analysis, and general guidance based on your business operations.

Services are provided on an as-needed or ongoing basis, depending on the level of support required.

Advisory

General tax guidance is provided to support a clear understanding of your tax position throughout the year. This includes interpreting how income, business activity, and financial decisions may impact overall tax obligations, allowing for more informed planning. While full tax preparation and formal tax planning services are not yet offered, guidance is delivered in a practical and straightforward manner based on your current situation. Comprehensive tax preparation and strategic planning services will be introduced in the upcoming tax season.

Tax