CASH FLOW STRATEGY
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In the first month, we would meet 3-4x to get a good idea of the cash leaks in your process via gaps and build out a guide of what to do next to optimize cash flow. This will ensure you will be able to pay well, grow/scale the business and use that cash to reduce your tax liability/build future wealth. This will create a strong foundation for the business over the next year!
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We will likely do pricing and compensation analysis, income forecasting, identify process improvements, identify financial KPI metrics needed (and, identify how to use them), etc.
TAX STRATEGY
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Concurrently, we will put together a tax strategy based on the specifics of your business and life. We build this based on your goals both personally and professionally.
Once we have a plan in place, we would have two additional calls throughout the year as a checkup to see what has transpired, identify changes that need to be made to still hit the goals and identify the next steps.