Small Biz Accounting Strategy Call

Small Biz Accounting Strategy Call


From EINs to QuickBooks to budgeting, the accounting in your small business can feel really overwhelming (I get it).

In this 45-minute strategy call, we’ll walk through what you currently have set up in terms of the “money” in your business - everything from your entity type to accounting system to budget process to how you price your products and services, answer all of your burning biz money questions and create a customized action plan to ensure you’re managing the money in your business in the best way possible.


After purchasing the Strategy Call, you will receive an e-mail with instructions on how to schedule your call. Calls must be scheduled within 3 months from the date of purchase. In the event that you need to cancel your call, please provide 24 hours notice. Calls may not be rescheduled, and the entire payment will be forfeited, if 24-hour notice is not provided. No refunds will be provided under any circumstances. For questions or further information, e-mail