Fearless Financial Strategy Session

Service Description

Thank you for scheduling a consultation with Tried and True Financial Services. For more than 25 years we’ve helped women-owned and service-based businesses simplify the ABCs of Finance so they can keep more of what they earn, stay IRS-compliant, and make data-driven decisions with confidence. During our 30-minute meeting we’ll review your current setup, pinpoint immediate opportunities, and outline next-step options that fit your growth stage. To get the most from our time together, please come ready to discuss: 1. Your business structure and latest revenue figures 2. Any bookkeeping or tax hurdles you’re facing 3. Your top three financial goals for the next 12 months 4. Recent documents you’d like us to see (last month’s P&L, prior-year return, IRS notices, etc.) Having these details at your fingertips allows us to move straight to strategy and actionable advice. We look forward to partnering with you and making your finances as easy as ABC.