FOCUSED FINANCIAL SESSIONS
Dedicated guidance for the financial questions standing between you and your next decision.
Whether you're designing stronger financial systems or solving a specific QuickBooks challenge, these sessions provide dedicated guidance tailored to your needs.
Choose the session that best fits where you are today.
Financial Foundations Design Session
Your books are only one piece of the puzzle.
Design financial systems that support the practice—and life—you want to build.
In one personalized strategy session, we'll evaluate your current financial ecosystem, uncover what's creating friction, and design a clear roadmap for moving forward.
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Most practice owners don't intentionally design the financial side of their business. They build it one decision at a time.
As your practice grows, those decisions often become a collection of disconnected tools, workflows, and habits that make managing your finances feel more complicated than it needs to be.
The Financial Foundations Design Session is a personalized strategy session where we'll evaluate your current financial ecosystem and intentionally design financial systems that support your vision—not just today's challenges.
Whether your financial systems have evolved by design or by default, you'll leave with a clear roadmap for creating a healthier financial ecosystem that supports the way you want to run your practice.
You'll leave with...
✔ A personalized Financial Ecosystem Blueprint designed specifically for your practice
✔ A complete assessment of your current financial ecosystem, including what's working well and where your systems are creating unnecessary friction
✔ Clear priorities so you know exactly what to focus on first instead of trying to fix everything at once
✔ Recommendations tailored to your goals, whether you're improving cash flow, strengthening profitability, preparing for growth, or creating more financial stability
✔ A documented action plan you can begin implementing immediately
✔ Answers to your biggest financial questions with guidance specific to your practice—not generic advice
You'll leave knowing exactly where your financial systems stand today and with a clear roadmap for building a healthier financial ecosystem moving forward.
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Most financial challenges aren't caused by inaccurate bookkeeping.
They're caused by financial systems that were built one decision at a time instead of by design.
Before investing in ongoing bookkeeping or trying to solve financial problems one at a time, it's important to understand how all of your financial systems work together.
This session gives us the opportunity to step back, evaluate your current financial ecosystem, and create a clear plan before moving into implementation.
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A 2-hour personalized strategy session, plus your customized Financial Foundation Roadmap and practical next steps.
$795
Quickbooks Troubleshooting Call
Get unstuck without hours of searching for answers.
For practice owners who need expert help resolving specific QuickBooks Online questions so they can confidently move forward.
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This isn't a QuickBooks tutorial.
It's dedicated time to work through the specific issue that's keeping you stuck. We'll troubleshoot your QuickBooks Online together, answer your questions, and help you understand not just what to do, but why it matters.
You'll leave with practical solutions you can implement immediately and greater confidence using your bookkeeping system.
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A focused 30-minute troubleshooting session.
$75
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Examples of issues we can fix together in these calls:
Create and save custom financial reports
Linking bank accounts
Linking credit cards
Reconciliation issues
Storing receipts
Recategorizing expenses to the right category
Editing categories (Chart of Accounts)
**Not for payroll related questions
