Feeling stuck? Let’s chat for 15 minutes.
This free call is if you’re looking for business financial help, but you’re not clear about what service you need (or perhaps, what service you should start with). This 15-minute call is designed to help you understand how business financial help could improve your situation. Additionally, the call should give you clarity about what service you should move forward with (Virtual CFO, S-Corp Transformation Service, or Virtual CFO Lite). If I’m not able to help your particular situation, I’ll do my best to refer you to someone who can help you. So here’s what’s next…
- Select a time for us to talk + fill in some information about yourself in the form below.
- After you submit your info, you’ll get a confirmation email from us — so check your inbox. 🙂
- In our scheduled chat, I’ll do my best to provide you with valuable feedback and direction on how you can move forward financially.
- Plan for our call to last 15 minutes.
PS. Please note that while I incorporate personal finances into the work I do with my business clients, I do not offer personal financial coaching as a standalone service. (If you’re looking for personal financial help and/or accountability, I highly recommend looking into Ramit Sethi, Farnoosh Torabi and Dave Ramsey as a starting point.)