What To Expect
When you add CST Advisory to your team, we will spend the first few weeks organizing your financials, streamlining your systems, and defining goals that drive your business forward.
Meet Your Advisor
Hi there! I'm Caroline, Founder of CST Advisory, and I am thrilled to be working with you.
Entrepreneurship is in my bones. Witnessing the obstacles overcome and victories won by my family of small business owners inspired my finance career. I have over a decade of corporate finance and controllership experience. My skills are best highlighted in building strategies, streamlining processes, and adding a heathy dose of clarity to business finances.
My goal is simple: to empower business owners with the tools and strategies they need to grow and achieve their goals. Let’s partner together to win in your business!
Our Process
1
Discovery
We will meet to review your discovery questionnaire, determine the right package of services for you, and walk through initial data access.
2
Organization & Flow
I will start or take over a QuickBooks file and set up workflows based on your business needs. This is also when we will clean existing books, set goals, define metrics, and build budgets.
3
Ongoing Support
I will close the books each month and reconcile accounts, providing financial reporting. We will connect at a cadence that works best for your business to review financials, KPIs and budgets for higher-tier services, and and build strategies for the future
FAQs
1 / How do I know which tier is right for my business?
It depends on your stage and goals. Clarity Core gives you accurate books and monthly visibility. Strategy Suite adds KPI tracking, insights, and advisory support. Transformation Track is full partnership focused on systems, forecasting, and long-term. business transformation.
2 / What does "advisory support" actually look like?
You get monthly or bi-weekly calls, KPI reviews, action plans, and strategic recommendations. It's hands-on guidance, not just reports.
3 / What kind of KPIs do you track in the Strategy Suite?
KPIs are customized to you business model. Examples include cash runway, gross margin, labor efficiency, revenue per client, project profitability, and owner pay consistency.
4 / Can you take over payroll if I already have a system in place?
Yes. I can manage payroll inside your existing platform or help you transition to a better-fit system.
5 / What does onboarding look like for new clients?
Onboarding includes a kickoff call, document collection, system access, initial review of your books, and a setup period where I establish workflows, reporting, and communication rhythms.
6 / Do you work directly inside my QuickBooks Online account, and what access do you need?
Yes. All ongoing services and one-time projects are completed directly in your QuickBooks Online file. You grant me Accountant access, which lets me work without interrupting your day-to-day use. You always maintain full ownership and visibility, and I keep your workflows clean, compliant, and audit-ready.
CST Advisory works to empower business owners with the tools and strategies they need to grow. I’m honored to support you and build your dream business together.