Private 1:1 financial consulting sessions with a dedicated accountant at your fingertips.
Small Business Financial Planning & Consultations
Ever wish you had an accountant on speed dial?
you can!
Ask about our Business Financial Consulting
- Want to see where their money is going
- Want to pay themselves more and start saving
- Need help balancing payroll, contractors, and cash flow
- Want real strategies to reduce their taxes
Our personalized approach creates a safe space for you to ask questions and get expert guidance in business financial planning and tax strategies, so you can make informed decisions with confidence. We now offer two ways to tap into the answers you want.
EMPOWER HOUR
Ideal for new or established business owners. EMPOWER is a 60-minute strategy session tailored to empowered female entrepreneurs who are seeking clarity on specific topics or aiming to strategize for profit enhancement.
60-MIN STRATEGY SESSION
INVESTMENT: $550
get the details
FINANCIAL ROADMAP
THE
Ideal for new or established business owners. The FINANCIAL ROADMAP is a 90-minute strategy session where we take a close look at your financials, tracking, and goals to create a personalized roadmap for your money.
90-MIN STRATEGY SESSION
INVESTMENT: $700
get the details
A high-level custom plan for your next steps.
Solution(s) to your biggest money roadblock(s).
Clarity and direction for your business.
A check-in one month later to review progress based on our action plan or to cover any questions/comments.
Let's Get Clear On Which is Right For You
What is a financial roadmap?
It's the expert-approved financial plan to make running a business more profitable (and less stressful)
let's do it
The 90-minute Agenda:
✔️ Financial Foundation Check
✔️ Revenue Goals Deep Dive
✔️ Strategic Planning + Action Steps
✔️ Wrap Up + Clarity Next Steps
The FINANCIAL ROADMAP is a 90-minute strategy session where we sit down to go over your personal and business goals, pricing, offers, and what to do with your money. (Yes, we can really cover all that in 90 minutes!) Whether you're looking to pay yourself more, hire help, or start saving for retirement - this is for you! At the end, we'll create a plan to make sure what you're doing on the day-to-day is going to help you to your money goals.
✔️ A personalized roadmap for income, profit, and strategic business growth.
✔️ A custom copy of the Clarity Revenue Goal Planner + recording of our session
✔️ A 30-minute follow-up session one month later to touch base and help you transition into implementing the plan
you'll walk away with:
Here's how the Financial Roadmap works...
What is a financial empower hour?
It's a private call for female entrepreneurs to ask your biggest financial questions
let's do it
60 minutes to ask me anything on:
✔️ Pricing strategy
✔️ Profit & Loss breakdowns
✔️ Tax prep + deductions
✔️ Bookkeeping systems
✔️ How to pay yourself & scale smart
The EMPOWER HOUR is a 60-minute strategy session where you're free to ask all the money questions that keep you up at night. - without judgement! This is usually the first step someone takes before they're ready to hire a bookkeeper. Whether you have questions about tax strategies, how you're tracking your money, or how to pay yourself - this is for you! At the end, you'll walk away with clarity and confidence that you're making the right moves.
✔️ All your questions answered
✔️ A post-call recap with key insights + action steps
✔️ A 15-minute follow-up session one month later to touch base and answer any follow-up questions that pop up
you'll walk away with:
Here's how the EMPOWER HOUR works...
- You have some questions about your business finances you need answered.
- Your business is growing and you don't know which direction to take it.
- You don't know if you're currently maximizing your business deductions.
- You want a deep-dive to understand your financial reports.
- You want some accountability on managing your finances including budgeting/saving.
- You want to strategize on how to increase your profits.
- You need help with the process of legitimizing your business: setting up a business bank account, applying for an EIN, registering your LLC, setting up your Department of Revenue account, etc.
My financial consulting sessions are right for you if:
I feel much more confident in my ability to manage the financial side of my business after working with her."
Alise Morales,
Jasper & Elm
FOLLOW ALONG @theclarityagency — FOLLOW ALONG @theclarityagency — FOLLOW ALONG @theclarityagency — FOLLOW ALONG @theclarityagency — FOLLOW ALONG @theclarityagency
