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Financial Checkup and Review

Let's See How You're Doing. Click here to book!

  • 1 h
  • 75 US dollars
  • Hybrid Zoom/In Person

Service Description

This service is for our review of your financial statements, goals, budget, and 5-year plan. We will discuss a few financial ratios to determine your business's health and create a plan for reaching your goals. Information will be reviewed in multiple sessions - limited to an hour each session. Book a consultation first prior to booking the checkup and review so that we can determine how many sessions are needed.

Cancellation Policy

To cancel or reschedule, please contact us.

Contact Details

Service Page: Bookings Service Page
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