Let’s Talk Money (Without all the CPA-speak)
Book a quick, judgment-free conversation that actually helps you move forward.
Not sure what financial support you need? Just want to run a few questions by a CPA who gets solopreneurs? You're in the right spot.
I offer two types of free calls:
15-Minute Q&A Call
Perfect for solopreneurs and small business owners who want quick guidance. Maybe you’re trying to decide if you need a bookkeeper, wondering if your spreadsheet setup is okay, or curious about whether a CPA can actually help your business grow. This call is casual, zero pressure, and designed to give you honest feedback (and maybe a little homework to take with you). Book this if you're exploring working with me.
30-Minute Referral Partner Call
Are you a marketer, web designer, business coach, or fellow service provider who supports small business owners? Let's connect and see if we can help each other grow. These calls are all about building relationships, learning how we work, and finding ways to refer each other when it makes sense. No sales pitch, just good convo.
What to Expect:
✓ Simple scheduling — pick a time that works for you
✓ Video call via Zoom
✓ Real talk, not sales scripts
✓ If it’s a fit, we’ll talk next steps. If not, I’ll point you in the right direction.
