A professional, one-on-one analysis of your personal and/or business finances.
Are you worried about managing cash-flow, how to pay yourself, whether to get an accountant or bookkeeper, and who to talk to about…everything?
If you’re ready for financial clarity and to tackle the next step in becoming the Best Business You, get started below!
Not quite that ready? Book a discovery call here.
With a financial overview and analysis, we’ll look at cash flow, financial set-ups and management, goals, and plans. Our advisor can work in conjunction with your other professionals* (accountant, lawyer, bank advisor, etc.) to ensure a full picture is in place.
Business tune-up packages range from $755-$950 + GST for 2.5-3.5 hours of face-fo-face advisor time, plus advisor time for reviewing and summarizing meetings as well as outlining a plan for action. (*Additional professional time may be billed by them, at their rates.)