SERVICES
Taking Your Business to
the Next Level
Customer Service Advisory
We evaluate your business from the customer’s perspective and deliver clear, actionable improvements that strengthen retention, reputation, and revenue.
Technology & AI Adoption Strategy
We help small businesses confidently adopt modern tools and AI—practical implementation without hype, overwhelm, or unnecessary risk.
Tax Services (Launching 2027)
Integrated tax strategy and preparation for business owners who want proactive guidance—not just compliance.
ABOUT
Who We Are
North Coast Advisory & Tax was built by two women who were born and raised in Astoria — not consultants who flew in, but locals who understand how small businesses here actually operate.
We’ve worked in them.
We’ve owned them.
We’ve grown up around them.
We know what it feels like when business is personal — because on the North Coast, it always is.
Our Combined Experience
Between us, we bring:
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Real-world small business ownership experience
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Hands-on customer service and operational insight
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Financial strategy and tax planning expertise
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In-person customer experience evaluation
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Practical AI education and adoption planning
We are not theory-driven advisors.
We are operational thinkers.
We understand how customer experience connects to workflow.
How workflow connects to employee morale.
How morale connects to profitability.
And how small friction compounds — quietly — over time
At the same time, we understand the financial backbone of a business. Growth is not just about improving appearance or tone — it must translate to measurable improvement on the bottom line
Consumer Advisory Services
The Five-Point Advisory Plan
Every engagement begins with a focused, actionable Five-Point Plan. We conduct an in-person simulated customer visit, review your digital presence, and evaluate workflow friction, service tone, visibility, and AI readiness. From that evaluation, we deliver five clearly written, prioritized corrections — each tied directly to customer behavior, operational efficiency, and revenue impact. No generic scoring. No bloated reports. Just five improvements you can implement immediately.
Initial Investment: $250
Includes on-site evaluation, digital review, a concise written report outlining five prioritized corrections, and an optional in-person or virtual debrief session. If additional opportunities are identified, they can be implemented in future five-point units — at your pace, without retainers or long-term contracts.
Business Consulting and AI Readiness
Consumer Advisory Services
We help small businesses strengthen operations and adapt thoughtfully to modern tools. This includes workflow evaluation, process refinement, and practical AI adoption planning. Many businesses know technology is shifting fast — but don’t know what actually saves time, reduces friction, or improves service. We step in as grounded advisors, translating complex change into practical, financially sound decisions that support real growth.
Every engagement begins with a free on-site consultation to understand your business size, team structure, and operational needs. Because no two businesses are alike, pricing is customized based on scope, complexity, and level of implementation support required. No hype. No unnecessary systems. Just strategic, right-sized solutions that make sense for your business.
CONTACT
Let’s Work Together
Based in Astoria, OR servicing all of Clatsop County
Tel: 503-298-5173