Limited Spots Available

Limited Spots Available

Special Offer for Women-Owned Small Businesses

We are so excited to announce our limited time offer for a small group of women entrepreneurs looking to enhance their business. Over the course of six weeks, our team will take a closer look at your business and help set you on a path to reach your goals.

The program includes:

  1. Entity Structure Review: Our team will assess the current entity structure of your business. We'll provide recommendations to ensure you're operating in the most tax-efficient and beneficial legal structure for your unique business goals.

  2. Previous Tax Return Review & Recommendations: We'll thoroughly review your 2022 tax return, identifying missed opportunities and areas for improved deductions. Our recommendations will help you reclaim tax every dollar you deserve.

  3. Bookkeeping Cleanup: Say goodbye to cluttered and incomplete financial records! Our team will streamline your bookkeeping, organizing your data for seamless analysis and strategic decision-making.

  4. Weekly 1-hour Group Meetings: Join our group sessions to learn from Lisa and connect with fellow business owners. Gain insights into best industry practices, tax-saving strategies, and financial management techniques.

  5. Personalized 1-on-1 Attention: Receive undivided attention from Lisa. Benefit from two 30-minute private consultations where you can discuss your unique challenges, opportunities, and receive tailored guidance.

6 Week Program to Reset Your Business Finances

Price:

  • $4,800 One-Time Payment

Includes:

  • Entity Structure Review

  • Previous Tax Return Review & Recommendations

  • Bookkeeping Cleanup

  • Weekly 1 hour Group Meetings

  • Two 30 minute 1-on-1 meetings with Lisa

Dates:

  • November 7 - December 12, 2023

  • Weekly Zoom meetings will be on Tuesdays @ 12:00 PDT

  • 1-on-1 meetings can be accomodated to your schedule

Requirements:

  • Making $100k+ in business income

  • Must have an established QuickBooks (Desktop or Online)

  • Filed your 2022 tax return

  • Previous experience with Zoom is preferred but not required

Interested in being a part of the program?

Limited spots are available. Please fill out the questions below. You will receive a response in 3-5 business days.