Financial Review & Strategy Session
Expert insight into your financials and experienced guidance as you plan your business future.
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Understand your financials
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See possibilities
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Commit to profitability
Do you just want another set of eyes on your finances?
You’re not getting what you need from your current accountant.
Or perhaps your current accountant understands your financials but doesn’t understand your business or where you’re trying to go.
Let us give you…
An expert perspective on your financials
A new understanding of cash flow
A preview of what's coming in your business and how to prepare for it
Laser focus on your bottom line
Single Strategy Session
For the $250k+ earner who feels like they either have "all this money" and aren't sure what to do with it, or made "all this money" and aren't sure where it went.
In your session, you'll get clarity on
How much you can pay yourself
Your cash flow forecast --know way ahead of time when cash could get tight
How to deal with months where you make a lot of money and months where you don't
Being prepared for taxes
When it's smart to add team members and marketing expenses
Strategy Session Bundle
For the $750k+ earner who knows how to read their financials and has a steady and predictable revenue, but wants to know how to be prepared for at the next stage of business.
Over the course of 4 sessions, we'll dive deep into your
Profitability
Cash flow forecast
Personal and team compensation
Business' financial systems
Marketing plan and what happens if your launches don't pan out as expected