Small Business Introductory Consultation
A complimentary 30-minute consultation for small businesses, non-profits, and not-for-profits.
Service Description
This complimentary 30-minute session provides small business, nonprofit, and not-for-profit leaders with the opportunity to discuss their financial goals, challenges, and service needs. During the consultation, we’ll review your current systems, identify areas for improvement, and outline how our services can provide clarity and support. Clients leave the consultation with a clear understanding of their options and the next steps toward stronger financial management. ➣ 30-minute virtual or phone consultation ➣ Review of current financial systems and processes ➣ Discussion of goals, challenges, and service needs ➣ Personalized recommendations for next steps
Cancellation Policy
Appointments are available by reservation only. Clients can book consultations or services online or by making a request. Please arrive on time to ensure the full duration of your appointment. Cancellations or reschedules require at least 24 hours’ notice. Missed appointments or late cancellations may result in a fee. Services are confirmed once payment or subscription is received.