SPANANCIAL WELLNESS®: CLIENT COACHING

Service Description

This service is Spanancial Wellness for existing clients under a CPA Retainer service agreement with The Money Council®. Our bi-monthly schedule is held in the following months, and new sessions are released weekly. If you are an existing client, please adhere to the below scheduling requirements for your bi-monthly meeting. Meetings that are missed do not carry over to the following year. Bi-Monthly sessions should be booked the 3rd week of each month listed below. → Feb - Topic, tax season readiness, and management reports → Apr - Topic, estimated taxes, and 1Q business results → May - Topic, business budgets, and 12-month rolling forecast → July - Topic, estimated taxes, and 2Q business results → Sep - Topic, estimated taxes, and 3Q business results → Nov - Topic, year-end results, profit and tax reconciliations Please note that the consultation policies and contract terms kick in for this service level.