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Spots are limited: first come first serve! Please only sign up if you can attend the weekend sessions as well.
Our first One 2 One series will have you working directly with an accountant to develop your accounting system and establish a regular process for updating your finances. You will have a 30 minute consultation session with Owen Green, CPA, where he will assess your financial needs and identify specific opportunities to help you.
Time slots for initial consultation available (in person or through Zoom):
Monday, August 9: 2 pm, 3 pm, 4 pm
Tuesday, August 10: 10 am, 11 am, 1 pm, 2 pm, 3 pm
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These will be followed by 3 in person half day weekend group sessions:
1- Financial Budgeting (August 22, 12 pm to 3 pm)
2- System set-up (August 28, 12 pm to 3 pm)
3- Establishing a process (August 29, 12 pm to 3 pm).
The consultant will provide weekly 15 minute check-ins with the participants between sessions and a final 30 minute debrief after the final session to be scheduled after the final session.