One-on-one session


Ready to level up your business?

Book in to chat over a virtual coffee (or wine).

We get it. You love running your own business but are not sure where to start when it comes to the numbers. 

How to record stuff? Laws on payroll? What exactly do I reconcile? GST? It’s all a little daunting.

 Get the foundations right with our personalised session customised to your business needs and goals. We are here to get your business set up, running, and ready for the tax man.

What you get:

1: A qualified CPA/CA Accountant for 1-2 hours

2: An email summary following the session with all advice covered in the session, including extra links and resources discussed

3: A follow-up call 1 month after to check your progress and to cover any follow-up questions if required



Ready to grow in 2024?

Book in to session over a virtual coffee (or wine).

If you fail to plan it’s a plan to fail. (Unless you’re super lucky, of course). Need help creating financial goals you can actually stick to? You are in the right place. 

Spend 1.5- 2 hours with an ex-corporate CPA Accountant:

  • Exploring the Intent of your business
  • Translate that into measurable financial goals for 2024
  • Create the budget you can to take away and keep yourself accountable to
  • Discuss how to monitor and use your budget each month

OPTIONAL EXTRA: Book in for monthly or quarterly catchups so your CFO (me) can keep you accountable. 


Building a business is like building a home. If the foundation rests on an unstable setting it doesn't matter if the rest of the home is perfect. It will never bring joy to the owner.