LET'S STRATEGIZE FOR AN HOUR

Maybe you just have a few questions about some stuff or need a plan to get started.

This strategy session is designed to assess your current situation, ask any and all questions you wanna’ ask, and get a whole lot of clarity around your money.

Some topics we could cover include how to pay yourself from your biz, saving for taxes and estimates, planning for upcoming expenses and growth, if you should register as an LLC, etc.

You’ll leave our call with a solid action plan on next steps to take to get your financial booty in gear. It’s really a win-win.

Your investment $220.

YOUR INVESTMENT $220

Megan Naasz, Certified Public Accountant

HOW DOES IT WORK?

  1. You’ll fill out a short questionnaire and schedule a time that works best for you to hop on a Zoom call.
  2. You’ll get an invoice sent to you before our session.
  3. We’ll have our strategy session and make a plan (whoo hoo)!
  4. I’ll send you a recording of our session along with a customized action plan for you based on what we cover on our call.

What are people saying about their Strategy Sessions:

I have been horrified to tackle my money for my business since the start almost two years ago especially after a negative experience with an accountant. Megan has truly transformed the way I think about my finances for my business! I left with a game plan on how to get on track and understand all the ins and outs of budgeting. Megan has an amazing way of explaining things in such an easy to understand way that other accountants often lack.  Megan is an absolute joy with such helpful resources!

Natasha Samuel, Sol Studio Marketing

Amazing! I walked away from our session with so much clarity with my finances and business.

Lauren Tamayo, With Lauren Tamayo

The focus session was just what I needed at this stage as a new business owner. Getting informed made me feel re-energized about entrepreneurship, and confident that I can start strong with business finances.  We worked through my list of questions and then some that I didn’t even know to ask. Getting nuts and bolts bookkeeping ideas and examples, like the profit & loss template.

K. Cromwell

FREQUENTLY ASKED QUESTIONS

What's the fee for the strategy session?


The cost for the 60 minute strategy session and personalized action plan is $220.

Can you help me file my taxes?


Sorry, I’m not taking on new tax clients at this time.