BizBuddy Program

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 

CFO Knowledge

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:
  • Budgeting
  • Financial setup
  • Business Plan Review
  • Forecasting
  • 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!!

Group Sessions

  • weekly worksprint (for the DIY bookkeepers)
  • Monthly group session to check in
  • Quarterly strategy sessions
  • Accountability

50% off
Until Dec 23, 2022








The pre-launch sale you get this for 50% off until Dec 23, 2022