Brightstar Advisory

Service Tiers

Strategic Advisory Services

We provide structured, high-tier financial management designed for modern professionals. Choose the level of engagement that aligns with your growth trajectory.

Foundation

Clean books and consistent visibility

For owners who want clean books, consistent reporting, and basic financial visibility.

  • Monthly bookkeeping oversight
  • Monthly reconciliations
  • Financial statements
  • Monthly summary
  • Basic KPI tracking
  • Quarterly review call
Inquire About Foundation
Most Popular

Growth

Advisory integrated with your books

For owners who want monthly review, better cash flow visibility, and proactive planning support.

  • Everything in Foundation
  • Monthly strategy call
  • 90-day cash flow view
  • Budget vs. actual review
  • Cash flow analysis
  • Recommended action items
Inquire About Growth

Wealth Builder

CFO-level partnership for complex operations

For owners who want deeper advisory support around growth, profitability, and long-term planning.

  • Everything in Growth
  • Advanced forecasting
  • Scenario planning
  • Financing/growth decision support
  • KPI dashboard
  • Twice monthly calls
Inquire About Wealth Builder

Pricing is tailored to your business complexity, number of entities, and transaction volume. Exact pricing is confirmed after the discovery call.

Scope Boundaries

What's Not Included

To ensure we deliver exceptional results where we specialize, Brightstar Advisory does not provide the following services.

Payroll processing
Payroll tax filings
Tax preparation
Sales tax filings
Historical bookkeeping cleanup (quoted separately)
Accounts payable processing or bill payment
Accounts receivable collections
HR services
Legal services
Audit representation or audit support
Software training or IT support

If you need any of these services, we are happy to refer you to a trusted provider.

Who We Work With

Is Brightstar the Right Fit?

We work best with business owners who want better visibility, cleaner financials, and more confidence in decision-making.

Strong Fit

  • Real estate investors with multiple properties
  • Construction companies
  • Contractors and subcontractors
  • Service-based businesses
  • Multi-entity owners
  • Owners who want advisory support, not just bookkeeping

Not Ideal

  • Businesses looking only for the cheapest bookkeeping
  • Nonprofits
  • Government accounting
  • Owners who mainly need payroll, tax prep, or sales tax filing

Take the First Step

See the Numbers. Shape the Future.

A discovery call is a no-pressure conversation about your business, your goals, and whether Brightstar Advisory is the right fit.

Schedule a Discovery Call