NewBiz Money Strategy
During our assessment we will go over our finance pyramid model which includes how to automate your accounting, how to pay yourself, what taxes you should be aware of, and the professional partners you will need to manage and maintain your business.
What You Will Learn
During our session, I will ask certain questions about your business, industry, and systems currently in place. Do not worry if you don't have all the answers, I will!
What We Review
UNCLEARED CHECKS
UNDEPOSITED FUNDS
PROFIT & LOSS
BALANCE SHEET
ACCOUNTS RECEIVABLE
ACCOUNTS PAYABLE
CHART OF ACCOUNTS
COMPANY SETTINGS
Our Process
1:1 Meeting
Schedule your private 90 minute session.
Finance Review
During our session, I will ask certain questions about your business, industry, and systems currently in place. Do not worry if you don't have all the answers, I will!
Reporting
At the end of our session, I will provide you with a report on everything discussed.
Schedule Your Session
NewBiz Money Strategy Session
$149
One Time
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90 minute assessment
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Review the 9 keys to smart money management
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Custom recommendations for each section
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Report with everything discussed
"Angelitta absolutely surpassed my expectations with her NewBiz Accounting Strategy session. As a small business founder, my schedule and budget are tight and Angelitta was able to provide a value-packed session where all of my critical accouting questions were answered. Now I feel confident in being able to use the tools she provided to build out my business, cash flow projections, AND manage my bookkeeping with her as my guide!
Meg B.
The Growth Company
Finance to Fortune, LLC provides bookkeeping training
and services to small business owners. We empower
them to manage their business smarter so they can stay
in business longer