Who This Is For
New Entrepreneurs and Start-Ups:
If you're in the initial stages of opening a business and need guidance to ensure you're taking the correct steps from the start, this consultation is designed for you. It's perfect for those looking to lay a solid foundation for their business operations and legal structure.
Existing Business Owners:
Owners of businesses of any size and income range who are seeking feedback on their current operations. If you're looking to refine and improve your processes, this service offers valuable insights and suggestions tailored to your business's specific needs.
Seasonal or Periodic Businesses:
For businesses that may not require constant oversight but could benefit from periodic check-ins and strategy sessions, this consultation allows for flexible scheduling throughout the year, ensuring you have access to professional advice when you need it.
Businesses Not Requiring Full-Time CFO Services:
If you're not in a position to engage monthly CFO services, this consultation provides a cost-effective alternative. You can still receive expert financial and strategic advice to guide your decision-making process throughout the year.
Taxpayers Seeking Business Guidance:
This service is also ideal for taxpayers interested in business or those who would like to start a side hustle, offering a way to have ongoing strategy sessions and check-ins without the commitment to more intensive services.