
Your Advisory Service …
Art of Success Consulting offers six advisory plans that cover a broad range of topics, providing holistic guidance to their clients. Add any of these to your monthly client accounting services or, if you are happy with your current accounting professional, as a stand alone service (access to your accounting records may be required). And once you have experienced one of our Advisory plans, why not try another?
Susan is an International Certified Professional Business Advisor through the Institute of Advisers based in Australia and a Certified Business Coach through the Woodard Institute based in Georgia, USA.

Click the (+) button on the right to learn more about each Advisory Service Plan
Operation Plan
- If your business was an iceberg, do you know what is under the water that might sabotage your company?
- Do you know your strenghts, opportunities, aspirations, and results (SOAR)?
The Operational Advisory Plan is a good starting point for you to learn more about operating a small business. We empower you to create a strategic plan, activate the plan, and work with you through plan execution. With this roadmap you can become more intentional, vision-driven and efficient.
Management Plan
- Do you have a Vision?
- Do you have the right people in the right positions?
- Do you know your, and your staff’s, working style and saboteurs?
- Do you know what, why, and how to track key indicators?
The Management Advisory Plan is incredibly valuable, as it covers topics such as team building, performance enhancement, and company culture. By deploying the right processes, tools, and strategies, we can empower you to lead and manage your business more effectively.
Financial Plan
- Where is your business in it’s Life Cycle?
- Are you struggling to move your company ahead?
- What are your Key Productive Indicators (KPI)?
The Financial Advisory Plan is a key component of your success. We empower you, through the use of financial insights and projective “what-if” scenarios, to make informed decisions and achieve long-term success.
Technology Plan
- Do you understand how to create that perfect Tech Stack for your business?
- With many apps to choose from for a particular area, like AP, how do you determine the best one for you?
The Technology Plan is also crucial, as technology is becoming increasingly important in today’s business landscape. We empower you, through navigation of the technology landscape, to create a strategic technology plan, ensuring you are using the right tools to support your business goals and protect your data.
Exit & Succession Strategy Plan
- Did you know:
- 55% of Exits are sudden?
- 70% of baby boomers regret selling their business within one year
- Not thinking about exiting yet? What about increasing wealth?
The Succession Advisory Plan is important given the upcoming wave of Boomers and Gen-Xers nearing retirement. We, along with other stakeholders, empower you to develop an effective succession and exit plan so you can achieve post-exit financial freedom and peace of mind.
Knowledge
Watch this space –- available in 2024
Advisory Service
We act as a resource & support you as you grow and develop your business …
- Our services support you in developing an understanding of your financial data
- We provide “wise counsel” on issues and challenges you are facing
- We provide objective insights, ideas, and alternatives from an unbiased point-of-view
- We encourage and support as you explore new business ideas and solutions
- We monitor your business performance and provide you with financial analysis

Nevada City Winery
Challenge:
Steve Weber, CEO of Nevada City Winery wanted a modern, accurate, simple and organized accounting system for his business. The company’s current system was an inaccurate, confusing mess, and its staff had not been properly trained to use QuickBooks.
Solutions:
Hiring QuickBooks expert Susan Gugliotta who went right to work getting the company’s staff quickly up to speed on how to use QuickBooks properly and effectively.
Result:
Within a year, Susan had repaired, refurbished, modernized and revived the winery’s QuickBooks accounting system so that it was now able to produce an accurate P&L Statement, Balance Sheet, and other timely reports — including payroll, A/P, and A/R.