Empowering You to Evolve
DragonFly Advisory was founded to serve a niche community of innovative, intuitive thinkers whose talents often begin as hobbies or side projects and evolve into full-time ventures. Recognizing that many of these entrepreneurs lack the business structure and financial strategy needed for long-term viability, our founder, Amber Sheeler—drawing from personal experience and a passion for empowering others—created a business dedicated to holistic, individualized support. The dragonfly symbolizes our ethos: thriving through adaptability and resilience, values we seek to instill in every client and business we serve.
Our Vision
DragonFly Advisory was established to empower purpose-driven individuals and entrepreneurs to fully realize their vision by providing essential business, accounting, and educational support.
Our Services
We offer a suite of customized services that help clients build strong foundations, support ongoing growth, amplify their presence, and develop financial literacy, all tailored to their unique definitions of success.
Our Mission
Rooted in the values of adaptability and resilience, our mission is to bridge the gap between inspired ideas and sustainable business success.
Foundational Support
The foundational level is designed to help businesses establish their core structure. At this stage, we assist with setting up initial processes and establishing a chart of accounts. Our primary focus is to ensure businesses get off to a strong start by helping them understand the importance of separating personal financial resources from business financial resources.
Assistance with business setup and registration
Chart of accounts creation and financial record establishment
Development of processes, procedures, and strategic goals
Streamlining revenue channels and establishing an effective pricing structure.
Guidance on separating personal and business finances
Growth Support
Reporting and analysis services extend into ongoing monthly support, helping to maintain accurate records for informed decision‑making. We manage essential accounting functions—including record keeping, sales tax preparation, and payroll—so businesses remain compliant and maintain a clear understanding of their financial health through consistent reporting and analysis.
Monthly or quarterly bookkeeping
Payroll and regular tax filings (sales tax, income tax, gross receipts)
Financial analysis and budgeting aligned with strategic objectives
Presence Building
Marketing and business development services encompass comprehensive strategies designed to strengthen visibility, clarify messaging, and support sustainable growth. We help clients build a cohesive presence across digital platforms and ensure their brand reflects their values, goals, and audience.
Website design and foundational web presence development
Social media strategy, guidance, and ongoing management
Branding support aligned with client identity and long‑term objectives
Education & Empowerment
The educational resources service is integrated throughout every level of support, providing clients with practical tools to grow their knowledge and confidence. Resources are delivered through the website—including a blog focused on achieving goals and fostering abundance—and expanded through on‑site training and presentations offered at various events, creating additional opportunities for learning and engagement.
On‑site and virtual training for entrepreneurs and their teams
Recruitment and hiring advisement
On‑demand courses and downloadable templates
Workshops on financial literacy, business valuation, and growth strategies
