Stop Flying Blind.
Year-round financial strategy for business owners. Your books, always current. Your decisions, always confident.

Year-round financial strategy for business owners. Your books, always current. Your decisions, always confident.

You have the numbers. You just don’t know what they’re telling you. Every month you get a report. Every month it goes to the bottom of your inbox. Not because you don’t care, but because nobody has ever sat down with you and explained what it actually means for your business.
Tax time feels like a crisis every single year. You scramble for documents. You file an extension. You get hit with a number that surprises you and tell yourself next year will be different. It doesn’t have to be this way.
Your bookkeeper records. Your tax preparer files. Nobody advises. There is a gap between what your current team does and what your business actually needs. That is what Magista fills.
By the time you see the problem, it is already three months old. Reactive financial management limits your options. Year-round advisory means catching things while you still have room to move.
We don't just categorize transactions. We explain what changed, why it matters, and what you should watch.
Your books are always current, accurate, and actually useful for making decisions.
Tax planning doesn't happen in March. It happens in January, April, July, October - throughout the year.
We implement proactive strategies that save you thousands, not scrambling to catch up after it's too late.
You get a financial partner who knows your business, explains what your numbers mean, and helps you make confident decisions.
Not just reports. Real guidance
90 minutes where we review your financials together, identify what you're missing, and show you what ongoing support would look like.
$397 (credited if you sign up within 7 days)
We recommend the right tier based on your revenue, complexity, and needs.
Tier 1: $797/mo | Quarterly strategy + monthly insights
Tier 2: $1,497/mo | Monthly strategy + proactive guidance
Tier 3: $2,997/mo | Executive-level support
Your books are always current. You understand your numbers. You make confident decisions backed by data.
No more surprises. No more guessing.
Grew from $492K to $603K in revenue with year-round advisory support. That’s $111K in growth she can actually trace back to better decisions.
Avoided a $2,400 IRS penalty by filing on time. No scrambling. No extension. No surprise bill. We planned for it in October, not March.
Thought she could only afford to hire one employee. After we ran the numbers together, she realized she could hire two. She did.
$300K Revenue Caught a cash flow shortfall three months before it would have become a crisis. Had time to adjust pricing, collect on invoices, and avoid a line of credit.
Saved $18,000 in taxes through proactive planning strategies implemented throughout the year. Not at year-end when it’s too late.

I spent over a decade in corporate finance working with Fortune 500 companies. What I kept noticing was the gap between how large companies manage their finances and how small business owners doing the same revenue are left to figure it out alone. I started Magista in 2017 to close that gap for every small business owner who is building something real and deserves the same level of strategy that big companies get. We proudly serve business owners from all backgrounds, with a deep commitment to the Latino entrepreneurial community. The clients I work with year-round grow faster, make better decisions, and stop being surprised by their own numbers. That is not a coincidence.
10+ years in Fortune 500 corporate finance · 100+ businesses served nationwide · 100% virtual · Based in Georgia
Magista proudly serves Latino business owners nationwide. We believe that the strategies Fortune 500 companies use to protect and grow their money should be available to every entrepreneur building generational wealth in their community. Not a watered-down version. The real thing. Whether you are just getting your numbers organized or scaling past $2M, we bring the tools, the strategy, and the people who understand where you come from and where you are going.
For businesses doing $100K–$500K who are ready to get their numbers organized, understand what they mean, and start making smarter decisions with quarterly strategic support.
For businesses doing $500K–$2M who want a real financial partner. Monthly strategy, proactive guidance, and someone watching your numbers so you don’t have to.
For businesses doing $2M–$5M who need executive-level financial support. The strategic depth of an in-house CFO at a fraction of the cost.
Please reach us at info@magista.us if you cannot find an answer to your question.
No. Tier 1 is my entry level and includes quarterly strategic calls. That's the minimum engagement where I see clients get real value. If you just need transaction recording, I can refer you to a bookkeeper.
Industry benchmarks suggest 1-2% of revenue. My tiers are priced within these benchmarks, but you get year-round strategic partnership instead of just bookkeeping and annual tax prep.
No problem. We offer catch-up bookkeeping starting at $400/month of catch-up needed. Most clients move to ongoing advisory after we get them current.
If you have been running your business without a real financial partner, not just a bookkeeper or a tax preparer, this is where that changes. The Business Numbers Review is 90 minutes. We look at your financials together, I tell you exactly what I see, and we figure out what kind of support actually makes sense for where you are right now. No pressure. No package pitch. Just clarity. $397. Book your review today.
Magista Advisory
3675 Crestwood Pkwy, Suite 400, Duluth GA 30096, USA
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