NumberNerd JumpStart Session is a 90-minute one-on-one session with NumberNerd maven, Heather, to provide expert advice on specific business challenges you’re facing— from tackling workflows to pricing to general guidance.
During our time together we’ll discuss how to organize and run and streamline the processes in your business for efficiency and to get you to recover your TIME. This allows you to scale and remain a business of one because you’re more productive due to the organization and streamline approach.
We start by reviewing your lead process as a whole, the programs you use in your business, how you setup + send out quotes + contracts (most soloprenuer bookkeepers and CPAs I work with customize quotes + contracts for every single client versus here’s my flat “set” rates” what service level do you want). We also review your pricing structure to make sure you’re set up for success when it comes to reaching your revenue goals and aren’t undercharging.
One-on-one, personalized advice: This 90-minute session is all about you—whether you have a specific problem to solve or need broader advice on your business, Heather will assess your current situation and provide personalized advice.
Business operations assessment: During the call, Heather will provide a clear assessment of your current systems and processes, where you might be missing things, and what improvements you can make.
Action step report: Following the call, you’ll receive your personalized action step report on what to do next to make your business + workflows more efficient and effective.