Strategy Session
One hour. Your questions. Your numbers. Let’s figure it out together.
Sometimes you don’t need ongoing bookkeeping or a full financial review. You just need a knowledgeable person to sit down with, look at what’s in front of you, and talk it through.
A Strategy Session is a one hour, open ended conversation built around whatever you want to bring to the table. Business finances, bookkeeping questions, budgeting, financial organization… you set the agenda, and we’ll spend our time where it’s most useful to you.
$200 | 60 Minute Session
Think of a Strategy Session as an hour to bring me the financial questions that have been living in the back of your mind.
We could use our time to:
Build or review a personal or household budget
Create a business budget that actually fits the way your business operates
Talk through cash flow and planning for slower seasons
Review your Profit & Loss or Balance Sheet and answer questions about what you’re seeing
Talk through business expenses and how they’re being tracked
Organize your finances or create a system that feels easier to maintain
Work through bookkeeping or QuickBooks questions
Plan for a big upcoming business expense or financial goal
Talk through the financial side of a business decision you’re considering
Figure out what numbers you should actually be paying attention to
Or bring something completely different!
What Can We Talk About?
How It Works
1.Book Your Strategy Session
Fill out a quick form and tell me what you’d like to work through during our time together.
2.Make It Official
You’ll receive your contract and $200 invoice through HoneyBook. Once those are complete, you’ll be able to choose a time for our session.
3.Tell Me What’s On Your Mind
Before we meet, you’ll have a chance to share your questions and send over any reports, budgets, or other information that would be helpful for our conversation.
4.Let’s Dig In
We’ll spend 60 minutes focused on your questions, your numbers, and whatever you came to work through.
5.Leave with a Clearer Next Step
The goal isn’t to solve every financial question you’ll ever have in one hour. It’s to help you understand what’s in front of you and leave knowing what to do next.
Already a Monthly Bookkeeping Client?
Strategy Sessions are available to current monthly clients at a special client rate.
Your quarterly financial reviews are already included in your bookkeeping package, but if you want dedicated time to dig into something outside of our regular reviews (like building a budget, planning for a big decision, or working through a specific financial question) you can book an additional Strategy Session anytime.
Have Something You Want to Talk Through?
You don’t have to figure every financial question out on your own, and you definitely don’t have to know all the accounting terminology before you ask.
Bring the question. Bring the spreadsheet. Bring the half finished budget. Bring the “I don’t even know where to start with this.” We’ll take it from there!
Strategy Session | $200