Get your financial foundation right: before it costs more to fix later.
A focused, fixed-term advisory engagement for business owners and government contractors who need real guidance (on tax strategy, business structure, financial systems, or GovCon readiness) before stepping into ongoing support.
- Fixed-Term
- Custom Scoped
- By Application
- CPA-led advisory, not generic consulting
- Custom scoped to your business and timeline
- Limited availability: inquire to check current openings
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For owners who need more than education, but aren’t ready for full service yet
- You’re an early-stage business owner or GovCon who needs custom, one-on-one advisory guidance
- You have a specific financial, tax, entity, or structure issue that needs real attention
- You completed the Cash Flow Training or Membership and need more individualized support
- You’re preparing to pursue or scale contracts and need your financial house in order first
- You need a clear roadmap and expert guidance before committing to ongoing services
Between “I know I need help” and “I’m ready for full service.”
The Intensive was built for exactly that gap: a focused advisory relationship, custom scoped to your situation and timeline, so you can get clarity and direction and move forward with confidence.
What we can work through together
Business & Entity Structure
Review of your current business structure and guidance on entity decisions.
Tax Strategy & Planning
Owner compensation strategy, estimated payments, tax reduction opportunities, and year-end preparation.
GovCon Financial Readiness
Review of your financial systems, accounting structure, and compliance readiness before pursuing or scaling contract work.
Cash Flow & Debt Planning
Managing cash flow, reducing financial pressure, and building a plan that supports stability and growth.
Financial Systems & Setup
Review of your bookkeeping setup, chart of accounts, and reporting structure, with guidance on what to fix.
Implementation Roadmap
A clear, prioritized action plan so you know exactly what to do, in what order, and why.
A clear, focused process
Inquire or Book a Call
Choose the path that works best for you below.
Scope & Agreement
We define scope, timeline, and deliverables: custom to your situation.
Advisory Engagement
We work through your priorities with structured meetings and defined support.
Roadmap & Next Steps
You leave with clarity on where you stand and a prioritized roadmap.
This engagement does not include ongoing bookkeeping or accounting, ongoing CFO leadership, financial statement preparation, unlimited advisory access, finance operations support, or notice response and audit representation. If tax return preparation is needed, it can be included in scope where appropriate, confirmed during scoping. After completing the engagement, clients typically move into Financial Foundations or Cash Flow & Profitability Advisory.
Choose your path
Ready to connect now?
Schedule a free 30-minute discovery call and we’ll discuss your situation and whether the Intensive is the right fit.
Prefer to share your situation?
Fill out the inquiry form and our team will reach out within 2 business days.
We review all inquiries and respond within 2 business days. Submitting an inquiry does not guarantee enrollment.