About Magnolia Advisory Group
Real financial clarity, without big-firm fees or complexity.
Most small businesses don't struggle from lack of effort. They struggle from lack of structure: messy books, unclear cash flow, and decisions made on gut feel.
Magnolia was built to fix that with three services: bookkeeping, fractional CFO support, and M&A advisory.
We're a growing firm. As our client base expands, so does our team, but every engagement is still personally overseen by our managing director.
How We Work
Direct Access
Every engagement is personally overseen by our managing director.
Clear Pricing
Published rates. No hourly guesswork.
Month to Month
No long-term contracts, 30-day notice.
Built to Grow
Ready to support financing, growth, or exit.
Who We Work With
Service businesses up to $1M in revenue who want clean books, real financial strategy, and a partner who is ready when they buy, sell, or exit.
Meet the TeamReady for clean books and a clear financial picture?
Schedule a free consultation to find the right fit: bookkeeping, fractional CFO, or M&A advisory.
Schedule a Free Consultation