Financial Strategy Session for Small Business Owners (In-Person)

In this free 30-minute consultation, Bri will offer tailored advice for small business owners looking to improve their financial management and strategic planning. The session will focus on understanding their current financial landscape, identifying key challenges, and offering actionable steps to optimize cash flow, reduce tax liabilities, and create sustainable growth.

Bri will cover:

– Analyzing current revenue streams and opportunities for expansion.

– Guidance on managing business expenses, including large one-time costs.

– Discussing tax-saving strategies and planning for tax season.

– Forecasting potential growth and future financial needs.

– Identifying ways to build generational wealth through effective financial planning.

The session is designed to provide a clear roadmap for business owners to achieve financial clarity and long-term success.