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Real Time

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WHY WE'RE HERE

Advisor On The Fly was born from the fact that, for most of us, work doesn’t stop when the business closes for the day. There's always something left to do. That thing that has to get done. And, the time to get it done is either "after", "in-between", "while" or "before". After everyone else leaves, after the lights are shut off, after dinner, after the kids go to bed, after you check into the hotel. In between meetings or calls, in-between this and that and here and there. While you're eating, while you're on vacation, while you're sitting on a plane, while you're watching tv, while you have a minute. Before your spouse gets home, before you go to bed, before you leave the office for the day, before you head out to lunch, before meet your friends for drinks, before you call it a night, the last few minutes before your meeting.

phone 1.png

Hi Marie, I know it's late but I could sure use your help. I'm trying to enter some information into Quickbooks.

Thursday, 8:04 pm

JIM

Man with Beard

Hey Jim. No Problem. Is it okay to do a video chat? That way you can share your computer screen with me and I can walk you through it.

Thursday, 8:05 pm

MARIE

Smiling Woman

Sure.

JIM

Thursday, 8:05 pm

Man with Beard

Great, let's get started.

Thursday, 8:05 pm

MARIE

Smiling Woman

You deserve an advisor that respects your hustle, sees your grind and wants to help you succeed. 

 

There's still work that has to get done - TODAY.  There you are working away.  All of a sudden you have a question. You need real help.  Like right now.  Your AOTF advisor will be there to help -  in real time. 

 

We know all about that "now I can get this done" time. That "get in where it fits in" time. Evenings, late nights, weekends, holidays, while on vacation, in the taxi, on the plane.   Going to be burning the midnight oil?  We get it.  We do it too.

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HOW WE'RE DIFFERENT

We believe in the well-rounded approach.  Our team includes Corporate Controllers and Admin professionals with advanced degrees, training and extensive experience in finance, bookkeeping, human resources, start-up advising and compliance.  We've helped individuals, independent contractors, start-ups and small businesses.  Some of us are also certified in QuickBooks and Xero software.  

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As an AOTF client, we offer packages that include:

 

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A dedicated advisor that will serve as your single point of contact.  You're advisor will provide you with direct contact information.  You'll be able to call, send texts, email or book a time on the calendar.  Evenings, nights, weekends, or sometime in between - it's all ok. You’re not limited to “normal business hours”.


A trusted partner that you can reach out to for recommendations to your complex business problems; a sounding board to bounce ideas off of; a helping hand as projects come up.  Most importantly, you'll get peace of mind knowing that you have an advisor that's really got your back!

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If you'd like to find out how we can help you:  

phone 2.png

Hey Kim. Hope all is well. Just checking in. Did those changes we worked on come out ok? I'm here if you need my help.

Tuesday, 7:00 am

MICHAEL

man 4

Hi Michael. Thank for checking. They worked great. I actually have some other ideas I'd like to run by you. Is Saturday around 9 am ok?

Tuesday, 7:05 am

KIM

woman 6

Great! Talk to you then.

Tuesday, 7:08 am

KIM

woman 6

Absolutely. Here's a link to my calendar. Block out as much time as you need.

Tuesday, 7:07 am

MICHAEL

man 4

Looking forward to hearing those ideas!

Tuesday, 7:09 am

MICHAEL

man 4
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