Accounting · Advisory · Financial clarity

Clarity. Confidence. Growth.

See the numbers clearly. Choose what comes next with confidence.

Accounting and advisory support for founders, growing businesses, and financial teams ready to turn reporting into practical decisions.

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Emmett, Idaho · serving clients nationwide

Mountain lake and evergreen forest beneath a clear alpine ridge — Perspective changes the decision.Altitude / 01

Know where you stand

Reliable books and reporting

See what is ahead

Cash-flow forecasting

Move with confidence

Decision-ready advisory

Five advisory paths

Bring the full financial picture into focus.

Start with a defined project or build an ongoing advisory rhythm. Each engagement is shaped around the decisions, records, and workflows that matter now.

Ongoing engagement

Financial Advisory Partnership

Strategic financial leadership on a part-time basis — guidance on reporting, forecasting, capital decisions, and the workflows to grow in the age of AI.

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Project or ongoing

Cash-flow forecasting

A working model of your cash position over the next weeks and beyond — so payroll, vendors, and growth investments stop feeling like guesswork.

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Fixed-scope project

Books cleanup

Bring a messy general ledger back to a reliable, report-ready state. Reconcile and validate so the books match reality.

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Project or ongoing

Books review for taxes

A pre-filing review of your books with your tax preparer in mind: catch errors, surface potential deductions, and arrive at year-end without surprises.

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Custom curriculum

Team training

Hands-on training for in-house bookkeepers and operators — workflows, controls, and the daily habits that keep clean books clean.

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Kari Matthews, founder of Altitude Advisory — Kari Matthews, MPAcc

About

Hi, I’m Kari.

I founded Altitude Advisory to help small businesses and bookkeepers gain clarity and confidence in their financial operations.

Based in Emmett, Idaho, the outdoors are life and my ultimate happy place. I believe every business owner deserves to understand their own numbers — and my job is to make that happen.

Warmest,
Kari Matthews, MPAcc

Hiker looking across a mountain landscape

Decisions become easier when the full landscape is visible.

Approach

Rise above the noise and see what matters.

Most accounting work answers what already happened. We focus on what it means and what to do next — translating financials into decisions you can act on this week, this quarter, and this year.

Listen

A focused conversation to understand where you are, where you want to be, and what is getting in the way.

Diagnose

A close look at your books, cash position, and systems — followed by a clear assessment of what we find.

Build

We clean up, establish reporting, and put the cadence and controls in place to keep information accurate.

Steward

Ongoing CFO partnership: forecasts, decisions, and reviews calibrated to your stage and pace.

Start with perspective

Curious where you stand?

Thirty minutes, no slides, no sales pitch. Tell me about your business and we’ll discuss how to clarify your growth path — or start with one of the no-obligation scorecards.

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For business owners

Financial Health Scorecard

Evaluate your company’s current financial health and spot areas that deserve a closer look.

Take the scorecard

For bookkeepers & accountants

Efficient Practice Scorecard

Gauge where training, advisory skills, or stronger practice workflows could create more confidence.

Evaluate your practice

Engagement

A level of partnership matched to the work.

If we decide to work together after the initial call, the investment is tailored to your needs. These starting points can be customized.

Option oneClarityStarting at $1,000/month

Regular one-on-one advisory calls with email support between sessions.

Best for leaders who want a consistent financial sounding board, structured review time, and practical support between conversations.

Talk through this level

Option twoGrowthStarting at $2,000/month

Office hours plus hands-on projects such as cash flows, budgets, and reporting improvements.

Designed for businesses that need both ongoing guidance and focused work to strengthen planning, reporting, or financial workflows.

Talk through this level

Option threeIntensive PartnerStarting at $3,500/month

In-depth workshopping, restructuring, and training on new workflows.

A deeper partnership for complex transitions, reporting redesigns, workflow changes, or hands-on team development.

Talk through this level

Common questions

A clearer starting point.

Who does Altitude Advisory work with?

Altitude Advisory supports founders, growing small businesses, financial teams, bookkeepers, and accountants who want more confidence in their reporting, forecasts, records, or financial workflows.

Can an engagement be a one-time project?

Yes. Books cleanup and tax-readiness review can be defined projects, while forecasting, advisory partnership, and training may be structured as project or ongoing work depending on the need.

Do I need to be located in Idaho?

No. Altitude Advisory is based in Emmett, Idaho and serves clients nationwide.

What happens during the introductory call?

The 30-minute conversation is a practical starting point to discuss your business, where you want to go, and the financial questions or workflows that need clarity.

Does Altitude Advisory prepare tax returns?

The site describes a pre-filing review of your books with your tax preparer in mind. The goal is to improve the records and surface questions before filing; confirm tax-preparation scope during the introductory call.

Let’s talk

Bring the question you keep circling.

Share the financial priority, reporting problem, or team workflow you want to understand better. You can also preview the upcoming BusinessStub Meetings experience.

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