These 1:1 intensive sessions are completely tailored to you and your specific business. The point is to move you from a place where you’re not sure what steps to take when it comes to your finances to a place where you can confidently and independently manage your money and make important decisions as a result – without the little voice in the back of your head whispering you’re probably doing this wrong.
How it works
- Depending on how many questions you have, or how much you'd like us to go through together, you can opt for a half or full-day session.
- Sessions are held virtually over Zoom Video chat or in-person.
- I'm in Albany, NY, but you're welcome to come from anywhere!
- We’ll create a list of your financial pain points, struggles, grey areas, and questions
- We'll work through them one by one, ensuring you’re 100% clear and comfortable before moving on
- If there are any points left over after the session, we’ll create an action plan for them so you don’t leave with any confusion over what to do next
- You don’t know what you don’t know – but that shouldn’t paralyze you from making moves in your business. This session will educate you on any financial areas that are holding you back from max CFO-confidence levels, and I promise it won’t be a snooze-fest.
- Numbers are my thing, but that doesn’t make me allergic to laughter. So whether it’s to do with revenue goals, taxes, Profit First implementation, accounting software, bookkeeping, or a mixture of everything, I’ve got the answers you need to go make those moves and I’ll make it an enjoyable experience.
Want to talk about whether this is the perfect fit for you right now?
The first chat’s free