YOUR ALLY ON THE PATH TO FINANCIAL WELLNESS.
WHO WE ARE
At Black Marble | Advisory Group, our goal is simple: to be a true partner in your financial journey. We go beyond numbers to build relationships that help businesses, individuals, and communities thrive.
We provide financial and accounting advisory services compliance-ready financial statements, investor-ready business plans, and technical accounting support so you can focus on growth with confidence. Whether it’s navigating bank covenants, implementing ASC guidance, or preparing reporting packages for lenders and investors, we bring clarity to the complex and turn challenges into opportunities.
But what drives us most is our belief that everyone deserves access to financial security. Through financial literacy programs, community outreach, and education, we’re working to promote lasting financial sustainability and empower people to make informed decisions for their future.
Backed by over a decade of experience in technical accounting, SEC reporting, and consulting — including Big Four public accounting — we combine deep expertise with a modern, approachable style.
We’re not just accountants. We’re partners, educators, and advocates for your financial wellness — and for a stronger, more sustainable community.
Our Subscription Plans
- Monthly bookkeeping oversight (≤ 100 txns/mo)
- Annual tax return + quarterly reminders
- Cash flow snapshot dashboard
- Quarterly CPA office hours (30 min)
- Budget & invoicing templates + financial literacy resources
- Tax planning & entity structure advisory
- Benchmarking & peer industry insights
- Bank covenant & loan package guidance
- Everything in Starter
- Support for higher transaction volumes (~100–500 txns/mo)
- Enhanced dashboard (basic KPIs & expense insights)
- Monthly email check-in with CPA
- Budget & invoicing templates + financial literacy resources
- Monthly strategy session (1 hr)
- Advanced tax planning / structure advisory
- Bank covenant & loan package guidance
- Benchmarking & peer industry insights
- All Starter Plus services
- Advanced cash flow & KPI dashboard
- Monthly strategy session (1 hr with CPA)
- Tax planning & entity structure advisory
- Bank covenant & loan package guidance
- Benchmarking & peer industry insights
- Enhanced compliance support
We've Got Your Back
Practical financial solutions for growing businesses and individuals while empowering our community through financial education. Backed by 10+ years of Big 4 and industry experience in renewable energy, manufacturing, and technology, we deliver strategic guidance in financial reporting, technical accounting, and compliance. We're your financial partner—not just your accountant.Transparent, Predictable Pricing
Flat monthly fees with no hidden costs or hourly surprises, so you can plan and budget with confidence.Support That Grows With Your Business
From a $300 starter plan to investor-grade advisory, our services expand seamlessly as your needs evolve and complexity increases.Frequently Asked Questions
What counts as "low volume" vs "higher volume"?
Do you support payroll and sales tax filings?
Can I switch plans or cancel?
What software do you work with?
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📋 Starter
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🧮 Starter Plus
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💼 Growth
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| Monthly Price |
$300/month
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$400/month
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$1,000/month
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| Best For |
For freelancers, solopreneurs, and side-hustlers who need the essentials.
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For small businesses with growing activity or more complexity.
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For startups & SMBs needing investor-grade reporting and proactive strategy.
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| Bookkeeping Oversight |
✓ Monthly oversight (≤100 txns/mo)
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✓ Higher volume support (100-500 txns/mo)
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✓ All Starter Plus services
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| Tax Return & Reminders |
✓ Annual tax return + quarterly reminders
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✓ Annual tax return + quarterly reminders
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✓ Tax planning & entity structure advisory
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| Cash Flow Dashboard |
Cash flow snapshot dashboard
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Enhanced dashboard (basic KPIs & expense insights)
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Advanced cash flow & KPI dashboard
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| CPA Access |
Quarterly CPA office hours (30 min)
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Monthly email check-in with CPA
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Monthly strategy session (1 hr with CPA)
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| Educational Tools |
Budget & invoicing templates + financial literacy resources
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Budget & invoicing templates + financial literacy resources
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Benchmarking & peer industry insights
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| Compliance & Advisory |
— Not included
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— Not included
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✓ Bank covenant & loan package guidance
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Competitive vs local CPAs ($400–$800/mo typical for bookkeeping alone)
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Great middle ground – more support without jumping to $1,000+
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Enterprise-grade financial services with personalized attention and Big 4 technical expertise
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Schedule your appointment
Secure your financial future by scheduling an appointment with our expert advisors today. Our team is ready to provide tailored insights and solutions to meet your unique needs.
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About
our company
At our firm, we are dedicated to providing exceptional financial planning and management services. Our team of seasoned professionals is committed to delivering tailored solutions that empower individuals and businesses to achieve their financial goals with confidence.
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