The Solopreneur Financial Health Diagnostic
Get clarity. Find blind spots. Feel in control.
Running a solo business doesn’t mean you have to figure out the finances alone.
This 1:1 diagnostic session is designed to help solopreneurs like you quickly identify where your money is going, what’s working, and where you’re leaving cash on the table — before it becomes a problem.
🔍 What You’ll Get:
1-hour Zoom session with a CPA who knows small biz inside out
A custom Financial Health Scorecard (Profitability, Cash Flow, Tax Readiness, and Bookkeeping Systems)
Review of your current books, tools, and systems
2–3 personalized action steps to improve your bottom line
Optional recording of the session for future reference
💡 Ideal For:
Service-based solopreneurs earning $50K–$200K
You do your own books (or think you do 😅)
You’re feeling stuck, behind, or unsure what your numbers are really saying
You want to make better financial decisions but don’t know where to start
💵 Investment: $299
✔ Flat fee. No strings.
✔ Apply cost toward any ongoing service if you decide to work together.