Books you can trust
Reconciled, categorized, and closed every month — no year-end scramble.
Small Business Financial Advisory
Clean books. Clear numbers. Better decisions.
A monthly financial partnership for owner-led businesses — books you can trust, numbers you understand, and decisions you can defend.
Izaguirre Consulting | Small Business Financial Advisory
Why it matters
Most owners don't have a numbers problem.
They have a clarity problem.
Numbers you understand
Financials translated into plain language you can actually act on.
Decisions you can defend
Trends, margins, and KPIs that guide pricing, hiring, and growth.
Pick only the services you need — mix, match, and add more as your business grows.
About your advisor
Kimberly F. Izaguirre, CPA
Founder. CPA. Big Four trained, with 17 years inside public companies — and a specialty in real estate portfolio owners.
Big Four foundation
Licensed CPA; career began in public accounting at a Big Four firm, built on audit-grade discipline and rigor.
17 years in industry
Roles spanning accounting, corporate finance, and revenue management inside public companies.
Real estate portfolios
Deep experience with rental and investment property owners — multi-property, multi-entity portfolios.
CredentialsCertified Public Accountant · B.S. in Accounting · B.S. in Finance
The same financial discipline that runs public companies — applied to your business and your property portfolio.
Everything I can do
Build the support that fits your business
Three menus of services. Take a whole menu, or take three items off it — the scope is yours to build.
01
Bookkeeping & Monthly Close
Keep the books clean
Ongoing or catch-up
Choose the tasks you want handled
See the service menu ↓02Financial Analysis & Advisory
Make sense of the numbers
Monthly or quarterly
Add insight on top of clean books
See the service menu ↓03Reviews & Special Projects
One-time, fixed scope
As needed
Great for a reset or second opinion
See the service menu ↓Everything is à la carte — including real estate portfolio support — combined into a scope that fits your budget.
Service menu 01
Bookkeeping & Close
Keep Your Books Clean — pick any of these tasks, handled on the cadence you choose.
À la carte
choose what you need
Available services
- Transaction categorization and cleanup
- Bank and credit card reconciliations
- Balance sheet account review
- Monthly P&L and Balance Sheet preparation
- Full monthly close and financial review
- Catch-up or prior-year bookkeeping
- Chart of accounts setup and cleanup
- QuickBooks setup, migration, and training
- Multi-property, multi-entity, and rental income bookkeeping
Take all of it, or just the pieces your current setup is missing.
Service menu 02
Analysis & Advisory
Understand Your Numbers — add any of these on top of clean books, as often as you want.
Add-on
monthly or quarterly
Available services
- Revenue trend and seasonality review
- Gross profit and margin analysis
- Operating expense and net profit review
- Flagging major expense changes and unusual activity
- Risk and opportunity identification
- KPI dashboard and reporting package
- Budgeting, forecasting, and cash flow planning
- Pricing, hiring, and growth decision support
- Property-level P&L, NOI, and cash flow reporting
Add one service or all of them — the depth of advisory is entirely your call.
Service menu 03
Reviews & Special Projects
One-Time Help — fixed-scope engagements you can request any time, with no ongoing commitment.
One-time
fixed-scope engagements
Available services
- Comprehensive financial review and report card
- Key findings, top opportunities and challenges
- Prioritized action plan
- Second-opinion review of existing books
- Systems and software assessment
- Process documentation and workflow cleanup
- Lender, investor, or tax-prep ready financials
- Ad hoc analysis for a specific decision
- Real estate portfolio review: NOI, cap rate, refinance readiness
A great entry point — or a one-off whenever a specific question comes up.
Not sure where to start? Book a free discovery call and we'll build the scope together. Start the conversation →
Next steps
Let's build your scope
1. Free discovery call
A 30-minute conversation about your business and where your numbers stand today.
2. Your custom scope
We pick the exact services you want and price them together — no packages, no long-term contract.
3. Onboarding
Books cleaned up, systems connected, and your chosen services scheduled.
Get in touch
Let's talk about your numbers
Kimberly F. Izaguirre, CPA, Founder
Kimberly@izaguirreconsulting.com(305) 338-3964338 Minorca Avenue, Coral Gables, FL 33134Tell me a little about your business and I'll get back to you within one business day to schedule your free discovery call.
