Business Advisory

Your business is growing. Your finances need to keep up.

Most business owners hit a point where the financial systems that got them here won't get them to the next level. What used to be a simple operation now involves complex cash flow, rising tax liabilities, and disjointed data.

You need more than someone to file your taxes. You need a trusted advisory partner to untangle the numbers, protect your profit, and build a strategic roadmap for what's next.

Sound familiar?

If you're asking these questions, you're ready for advisory.

"I'm making money, but I have no idea exactly where it's going or how much I'm actually keeping."

"I dread tax season because every year is a surprise bill, and I feel like I'm missing out on deductions."

"I spend hours trying to manage QuickBooks instead of focusing on the visionary work that grows my business."

"I want to hire or expand, but I don't know if I can actually afford to without putting the business at risk."

"My current accountant only talks to me once a year and never gives proactive advice."

"I feel like I'm flying blind when it comes to the financial health of my company."

"We don't just hold your hand. We are the hand that leads you."

Wyn2It advisory is built for business owners who are ready to stop reacting and start leading — financially. We become your strategic financial partner, not just your accountant. Someone who understands your numbers, challenges your assumptions, and helps you make decisions from a position of clarity and confidence.

With over a decade of experience across government finance, audit, tax, and startup accounting — including leading a multi-million dollar merger as the sole accountant — La'Keithia brings fractional CFO-level expertise to growing businesses that are ready to scale with intention.

How it works

Advisory that fits where you actually are.

Every advisory engagement starts the same way — with a real conversation about your business. Where you are, where you want to go, and what's standing between the two. From there, we build a plan together.

Step 01

Discovery conversation

We start by understanding your business — your model, your challenges, your goals, and what keeps you up at night. No assumptions. No generic frameworks.

Step 02

Financial health assessment

We review your financials, cash flow, structures, and key metrics to identify where you're really at, where you're exposed, and where the opportunity is.

Step 03

Strategy & roadmap

We build a forward-looking financial strategy — tied to your specific goals, timeline, and capacity. Not a template. A real plan for your real business.

Step 04

Ongoing advisory partnership

We show up consistently — in your corner for every major decision, every financial question, and every moment that matters for your growth.

Advisory tiers

The right level of support for where you are.

Choose the engagement that fits your current stage. As your business grows, your advisory relationship grows with it.

Emerging

$800/mo

Monthly advisory session (90 min)
Business financial health review
Goal-setting & accountability
Email support

Built for the businesses doing the work.

Wyn2It advisory serves a range of industries — each with their own financial complexity, their own growth challenges, and their own definition of success.

Serving clients in-person across Greater Philadelphia & Delaware County and virtually nationwide.

Your business deserves a real financial partner.

Let's start with a conversation about where your business is and where you want it to go. No pitch, no pressure — just clarity on what advisory support could look like for you specifically.

Book a consultation →