Advisory Strategy Session
Overwhelmed by Your Books? Let’s Untangle the Mess — Together.
$97.00
A 60-minute strategy call to uncover what’s really happening in your business finances, and map out a clear, realistic next step — without judgment or jargon.
Right now, your books feel like a black hole.
You have no idea where your money’s going.
Reports don’t match your bank accounts.
You’re behind on reconciliations (again).
Every time tax season rolls around, you think, ‘Next year will be different…’
It can be — and it starts here.
What’s Included in Your Strategy Session
60-Minute Deep Dive Call: We’ll review your current setup and goals in plain English — no accounting jargon.
Custom 3-Step Action Plan: After our call, you’ll get a concise PDF summary outlining what to fix, what to delegate, and what to stop doing.
Next Step Recommendations: You’ll know whether a System Checkup, DIY upgrade, or ongoing support makes the most sense — and exactly how to get started.
⏱️ Duration: 60 minutes
Q: What if I don’t even know where to start?
A: That’s exactly why this session exists — you’ll leave with a clear plan of attack.
Q: Do you clean up the books too?
A: I can recommend trusted subcontractors or include cleanup as a next step through my System Checkup.