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Sign up for a CPA finance review
Initial 5 businesses that reach out are pro-bono ($2,000 value)
[1 out of 5 taken]
1
Schedule a 50-minute discovery call
Well reach out & schedule a discovery call to learn about your businesses. We'll cover...
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Challenges you're facing
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Goals for your business
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What you're hoping to get out of the consultation
2
Send over your data & we'll analyze
Utilizing information from our discovery call - we'll analyze your business. We'll use our 10+ years experience to review and come up with key areas of focus for your business.
3
Review findings & drive changes
We'll schedule a 30-minute call to review our findings. Whether you want to take those; in house, to your existing accountant or start a dialogue to see how we can help - being informed is the best way to drive change in your business!

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