Affordable financial strategy and accountability program!
What do you get when you combine the CFO Expertise of a Shalini Dharna CPA,
and group accountability? Affordable CFO Services for small business owners.
A CFO Helps small business owners manage and understand their finances
including financial planning, risk assessment and financial reporting
What you get
This is for you
- Your business is ready to grow, AND you need help
- You can’t afford one on one accountant or coaching
- You prefer a more DIY approach with guidance
In these video trainings we will go over all the fundamental items I do with my CFO and tax clients including but not limited to:
- Financial setup
- Business Plan Review
- Review and Analyze Financials
- Tax Planning
And you get TWO one-on-one sessions with me – after you’ve done the CFO planning work and right before your tax year end!!
- weekly worksprint (for the DIY bookkeepers)
- Monthly group session to check in
- Quarterly strategy sessions
Until Dec 23, 2022
The pre-launch sale you get this for 50% off until Dec 23, 2022