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Advisory & Consulting Services

Master your financial information


Financial Advisory Services

Navigating the vast and complicated terrain of finances and accounting is no easy journey. Trust is essential and having additional support from your financial team is invaluable to your success.

At Schwan & Associates, we will provide the expertise and guidance you need from business professionals who can connect their high-level expertise with your specific circumstances. We offer a variety of advisory and consulting services that will help your business be better prepared for the future and more successful in the present.

Virtual Advisory Packages



This package is the perfect choice for an entrepreneur or small business with substantial short and long-term goals. We’ll help track your financial KPIs (key performance indicators) and benchmark metrics using simple cloud software. This allows you to visualize your success and adjust your financial plan.



In addition to all of the services offered in the Business Maintenance package, the Insights Package offers goal setting and an overall health check of your business. You will also get a strategic planning session, business plan, business overview, and a forecast based on one-year sales.



Includes everything from the previous two packages in addition to a three-year financial plan, monthly reporting, and up to two financial scenarios. With this package, you will be able to focus on managing financial assets and orchestrating planned steps in which to continually grow your business.



This package is packed with incredible tools and resources that will take your business to the next level. It offers the most features, including everything from the other packages and additional features such as monthly advisory meetings, business coaching, and a dedicated account manager.

Book a Consultation

Do you have pressing or stressful thoughts about the status of your business finances? Is there a question you need answered about your accounting and taxes? Schwan & Associates is here to assist with all of your financial inquiries. Call us today for more information about our consulting and advisory services!