Pick My Brain Session
Tap into over 10 years of CPA and financial planning experience and knowledge to address your tax or financial concerns. This is ideal for the business owner or individual with a simple tax, business strategy or financial issue looking for basic advice to gain resolution or peace of mind.
A “Pick My Brain” Session is a fully loaded, high-value, informative meeting for 30 minutes via zoom. This meeting will get can get you started on the right path to address your financial concerns.
The session includes the following:
A 30 minute zoom call full of insightful and valuable information to address your concerns.
A video recording of our session so you can be focused and avoid taking time writing copious notes.
An intake questionnaire to help guide the conversation and provide valuable information.
Be advised 30 minutes may not be adequate to discuss all possible solutions. The Money Audit may be the best option for complex or solutions requiring research, detailed tax solutions, or accountability.