Premium Strategy Session
Business Breakthrough Intensive
A focused 60-minute deep dive for entrepreneurs and real estate investors who want clear answers on business, taxes, investing, or strategy. Walk away with a concise action plan, a full recording, and two weeks of email follow up.
What you get
- 60-minute private call. Bring any question about business, taxes, investments, or strategy. We go straight to the signal.
- Customized summary notes. Clear next steps and prioritized recommendations.
- Call recording. Revisit the conversation anytime.
- Two weeks of email support. Ask follow up questions while you implement.
Perfect for
Owners who want expert guidance on a key decision, investors evaluating an opportunity, and CEOs who want fast clarity before committing to longer support.
Tax strategy choice
Entity optimization
S-Corp salary review
Real estate analysis
Cash flow moves
How it works
- Book your time. Choose a slot that works for you and complete the short intake so I can prepare.
- Meet for 60 minutes. We tackle your highest value questions and map practical next steps.
- Receive assets. Get the call recording and your summary notes with a simple action plan.
- Implement with support. Two weeks of email follow up so you keep momentum.
FAQs
- What topics can we cover?
- Business structure, tax planning, S-Corp salary, deductions, real estate strategy, cash flow, pricing, KPI focus, or a specific investment question.
- What happens after I book?
- You will receive a confirmation email with a secure intake form. That helps me prepare so the call is efficient and precise.
- Can this lead to ongoing support?
- Yes. If you want continued help, we can apply your session toward a Strategy Plan or a Keep More Cash partnership.
- Refunds?
- Since time is reserved and prep is done, the fee is non-refundable. You can reschedule up to 24 hours prior to the call.
- Do you do taxes too?
- Yes. I am a CPA and offer tax preparation, tax strategy, and CFO services. This intensive is often the best first step.
CPA | Real estate savvy | Founder friendly