Financial 36 $3000

The Financial Intake Session is three phases:

1. The DISCOVERY process. A deep diving into the current state of your business and finances. It is extremely comprehensive and gives our team the clarity we need to start to build of the perfect financial strategy for you.

2. The ANALYSIS. We go deep into the data acquired from step 1 and start to build out the first version of your customized strategy for financial success. Includes a 50 minute recorded zoom call where we show you what we have in mind and give you the opportunity to tweak it and ask any questions you have about it

3. The CONCLUSION. We synthesize the data from steps 1 and 2 and deliver to you your customized strategy that gets your business to the next level with a 50 minute recorded zoom call.

The Financial Intake Session deliverable is a written guide that outlines your customized tax strategy in clear, actionable terms. It includes both short-term and long-term tax strategies, along with specific recommendations tailored to your business goals. The report is presented to you during a Zoom call so we can walk you through the strategy and answer any questions or concerns you may have. We aim to complete and deliver this report within 7-14 days following you signing up, though that timeline may vary based on the complexity of your situation or additional information needed.

In additional the to Financial Intake Session you will receive the following:

1. 3-Month FREE full-service tax strategist support

2. 3-month FREE QuickBooks subscription

3. 3-Month FREE Gusto subscription

We stand behind our process with a MONEY-FORWARD guarantee. Meet all conditions and receive 50% credit toward future services, plus keep both your QuickBooks and Gusto subscriptions.