Financial Foundations
Build the financial foundation you need for what's next.
Step back and take a look at the financial side of your practice as a whole. We'll assess where you are, make sense of what's happening, and figure out what you need to focus on next.
Financial Foundations Design Session
Get the financial side of your practice on the right track.
Starting a private practice means making financial decisions you may never have had to make before. Whether you're preparing to open your practice or are already navigating your first year as a business owner, you may be wondering how to manage your money, what to prioritize, and how to set your practice up for the future.
In this 2.5-hour Financial Foundations Design Session, we'll look at the financial side of your practice as a whole, identify what's working and what needs attention, and determine where to focus your energy next. Together, we'll create a personalized Financial Foundation Roadmap with practical priorities for the next 90 days, so you'll know what to work on and why. You'll also receive a 30-minute follow-up call to revisit your progress and address questions as you begin putting your plan into action.
You'll leave with:
A better understanding of what's working and what needs attention.
A personalized Financial Foundation Roadmap with priorities for the next 90 days.
A clear next step for putting your plan into action.
2.5-hour strategy session + Financial Foundation Roadmap + 1 follow up call
$795
Quickbooks Troubleshooting Call
Bring your QuickBooks Online question or problem to the call, and we'll work through it together. I'll help you understand what you're seeing, what needs to be done, and what to do next.
We'll focus on your specific issue rather than walking through a general QuickBooks tutorial.
30-minute call
$75
