1:1 Strategy Calls
You don’t have to figure everything out on your own. We’re here to guide and support you!
Get the Answers You’ve Been Searching For
You’re out here running a business and working on turning your goals and dreams into revenue and long-term success. We love to see it!
But the truth is that all those goals and dreams lead to plenty of questions, doubts, and concerns.
You’re not alone.
A 1:1 Strategy Call is your chance to sit down and dig in with an accounting pro and CEO who understands what it takes to build a business, scale a team, and earn serious revenue.
A 1:1 Strategy Call Includes
75-minute Session
Hop on a virtual call with our founder, Elizabeth Ortiz, and get answers to your questions, talk through your challenges, and brainstorm solutions
Custom Recommendations
After your call, Elizabeth will send you a custom list of recommendations for overcoming your unique challenges and moving toward your goals
Action Items
Don’t worry about taking notes – we’ll send you a recap email with a summary and action items to help keep you on track.
Don’t Grow Your Business Alone.
A 1:1 Strategy Call is completely customized to meet your needs and answer your questions – preparing you to confidently take the right steps to reach your goals and grow your business.
You May Be Interested in Our Other Services
Bookkeeping
Let us manage your books, streamline your data, and maximize your cash flow. No stress, no overwhelm – just organized books and monthly financial reports!
Accounting
Let us manage your books, streamline your data, and maximize your cash flow. No stress, no overwhelm – just organized books and monthly reports!
Training & Support
Have a QuickBooks subscription you’ve never touched because it’s confusing… and maybe a little boring? We offer set-up support, guidance, & training!