Services

LTP Advisory provides business financial advisory and fractional CFO services to professional service business owners in Los Angeles and throughout California. Every service is designed for one type of client: an independent professional or small business owner who has built real revenue and needs a real financial strategy to match.

This is not bookkeeping. This is not tax preparation. LTP Advisory works at the strategy level — as a trusted financial partner who helps you understand what your numbers mean, what decisions to make, and how to build a business that's as financially sound as it is professionally excellent.

Who LTP Advisory Is For

LTP Advisory works exclusively with professional service business owners — attorneys, dentists, doctors, and other independent practitioners — generating $400K or more in annual revenue. At this level, the financial complexity of a practice has typically outpaced basic bookkeeping, but a full-time CFO isn't yet the right move.

If you're in that gap — and most professional service business owners are — LTP Advisory is built for you.

Core Services

Business Financial Advisory
Ongoing advisory partnership to improve financial clarity, cash flow, and profitability in your practice. Engagements run in six-month increments and are built around your specific business — not a templated program.

Fractional CFO Services
CFO-level financial strategy and leadership for professional service businesses that need more than a bookkeeper but aren't ready for a full-time hire. Henry steps in as your financial lead — attending to the strategic side of your business finances on an ongoing basis.

Financial Assessment
A structured, in-depth review of your business financials. The Financial Assessment identifies gaps, inefficiencies, and opportunities across your practice — and serves as the foundation for any ongoing engagement with LTP Advisory.

How It Works

Every client relationship begins the same way — with a free Right Fit Meeting. From there, the process is straightforward:

  1. Right Fit Meeting — Free 30-minute conversation to assess fit

  2. Financial Assessment — Structured review of your business financials

  3. Assessment Review — Walk through findings and priorities together

  4. Ongoing Engagement — Advisory partnership if there's a strong mutual fit

No commitment is required until after the Assessment Review. The first step is just a conversation.

Investment

Engagements start at $1,497/month, structured as six-month partnerships. Exact investment is determined after the Financial Assessment, based on the scope and complexity of your business.

Ready to Get Started?

If you're a professional service business owner in West Los Angeles and you've been meaning to get a better handle on your finances, the Right Fit Meeting is the right first step.

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