Planning Session

Not Ready To Sign Up For Monthly Services But Need Clarity Right Now?

 

Over two four-hour sessions, we'll analyze your financial reports to build you a forecast and cash flow plan for the next 12 months of your business.

 

You'll end the session with a financial roadmap for your upcoming profit goals and the confidence to make your next big business decision.

 

You'll also have a clear idea of what you can afford to pay yourself every month. 

 

 

$2,000

Strategy Session

A 50-minute session where we can talk through any number of issues facing your business.

 

For Example:

 

Am I paying too much in taxes?

When should I become an S-Corp?

Can you look through my QuickBooks?

What's the best retirement plan for me?

Should I be paying myself like an employee? 

 

 

$300