Not sure where to start? This short, friendly conversation is the perfect first step. We’ll talk through your questions, what’s going on in your f...
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Budget Review: Find out where your money is going!
This session focuses on understanding what your money is doing. We’ll look at your past expenses together, identify patterns, and build a simple, re...
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If tax season stresses you out, you’re in the right place. This call is a gentle, judgment-free start to getting your return filed without the overw...
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This 30-minute follow-up call is for any updates, questions, or changes in your business that you’d like to review with me. I’m here to help you s...
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This longer follow-up session is ideal if you have several updates, bigger questions, or need more time to walk through your business finances. We’l...
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