Financial Strategy & Review Calls for Small BusinessesBeck Luffman, CPA (they/them)
Not sure where your business finances stand? Struggling with cash flow, pricing, or bookkeeping systems? This is a one-hour strategy session where we get clear on your numbers, identify gaps, and build an easy-to-follow plan so your finances work with and for you - not against you. Perfect for creatives, service-based businesses, and small business owners who need clarity without the corporate vibes.
What's included
60-Minute Strategy Call
A focused session to help you understand your numbers & make smarter financial decisions.
Custom Action Plan
Clear next steps tailored to your business needs.
Tech & Process Recommendations
Get the right tools & workflows for your specific situation.
FAQs
This is a 60-minute strategy session where we look at your numbers, figure out what’s working (and what’s not), and create a plan that makes sense for you. Whether you need help with cash flow, pricing, expense tracking, or just figuring out what the heck is going on with your books - we’ll tackle it together.
Nope! This session is for anyone who needs financial clarity - whether you already have systems in place or you’re just getting started. You don’t need QuickBooks, spreadsheets, or even a full understanding of where things stand - I’ll meet you where you’re at.
This isn’t a done-for-you bookkeeping session, but if you need hands-on support, we can discuss that too. If you’re looking for monthly bookkeeping services, we can use this session to figure out the best setup for you.
No major prep work required! But if you have financial reports, invoices, or specific questions, having them ready will help us get the most out of our time.
Absolutely. If you’re overwhelmed and don’t know where to start, this is the perfect first step. We’ll talk through what needs to happen and outline a clear path forward.
You’ll walk away with a clear, actionable game plan that fits your business. If you need additional support, we can talk about ongoing bookkeeping options - but there’s no pressure to commit to anything beyond this session.
Starting at$250
Duration1 day
Tags
Google Sheets
Microsoft Excel
Quickbooks
Stripe
Wave Accounting
Accountant
Bookkeeper
Financial Consultant
Service provided by
Beck Luffman, CPA (they/them) Gander, Canada
Financial Strategy & Review Calls for Small BusinessesBeck Luffman, CPA (they/them)
Starting at$250
Duration1 day
Tags
Google Sheets
Microsoft Excel
Quickbooks
Stripe
Wave Accounting
Accountant
Bookkeeper
Financial Consultant
Not sure where your business finances stand? Struggling with cash flow, pricing, or bookkeeping systems? This is a one-hour strategy session where we get clear on your numbers, identify gaps, and build an easy-to-follow plan so your finances work with and for you - not against you. Perfect for creatives, service-based businesses, and small business owners who need clarity without the corporate vibes.
What's included
60-Minute Strategy Call
A focused session to help you understand your numbers & make smarter financial decisions.
Custom Action Plan
Clear next steps tailored to your business needs.
Tech & Process Recommendations
Get the right tools & workflows for your specific situation.
FAQs
This is a 60-minute strategy session where we look at your numbers, figure out what’s working (and what’s not), and create a plan that makes sense for you. Whether you need help with cash flow, pricing, expense tracking, or just figuring out what the heck is going on with your books - we’ll tackle it together.
Nope! This session is for anyone who needs financial clarity - whether you already have systems in place or you’re just getting started. You don’t need QuickBooks, spreadsheets, or even a full understanding of where things stand - I’ll meet you where you’re at.
This isn’t a done-for-you bookkeeping session, but if you need hands-on support, we can discuss that too. If you’re looking for monthly bookkeeping services, we can use this session to figure out the best setup for you.
No major prep work required! But if you have financial reports, invoices, or specific questions, having them ready will help us get the most out of our time.
Absolutely. If you’re overwhelmed and don’t know where to start, this is the perfect first step. We’ll talk through what needs to happen and outline a clear path forward.
You’ll walk away with a clear, actionable game plan that fits your business. If you need additional support, we can talk about ongoing bookkeeping options - but there’s no pressure to commit to anything beyond this session.
$250