Strategy Sessions
50-min Strategy Session
$597
A cram-session where we can talk through any number of issues currently facing your business.
Examples:
Am I paying the lowest amount of taxes?
When should I become an S-corp?
Can you look through my QuickBooks to make sure I’m doing this right?
What’s the best small business retirement plan for me?
Am I paying myself the right amount? I should pay myself like an employee…right??
Planning Session
$2,497
Need a dose of clarity right now? Over 2 four-hour sessions, we’ll build you a financial forecast and cashflow plan for the next 12 months of your business.
You’ll walk away with a financial roadmap for your upcoming profit goals and the confidence to make your next big business decision.
You will also have a clear idea of what you can afford to pay yourself every month.
Not ready for a strategy session?
Check out all the free stuff I offer.
“We truly trust Erica. By working with her, we are more in tune with our finances, which helps us make better business decisions. We love forecasting and looking into the future with Erica.”
— Kera R., monthly client