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Business Advisory

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At Callaghan Public Accounting, we understand the importance of clarity and strategy when it comes to managing your business finances. That’s why our Business Advisory Meeting is designed for business owners who need specific, actionable answers to their financial questions. Whether you're seeking advice on tax strategies, accounting solutions, or ways to optimize profitability and cash flow, this meeting is the perfect first step.

What To Expect

Our process is straightforward and designed to maximize the value of your time:

  1. Initial Consultation:

    • ​​Start by reaching out to us to schedule your advisory meeting. Once booked, we’ll send you an email with a few important questions about your business.

  2. Pre-Meeting Preparation:

    • The email will include a short questionnaire that needs to be completed before the meeting. This helps us understand your business's unique needs, current challenges, and goals, so we can prepare tailored recommendations.

  3. The One-on-One Session:

    • During your 1-hour session, you’ll sit down with our expert advisor to dive deep into your specific concerns. You’ll walk away with clear, actionable insights to help your business thrive.

sessions are $125/hr

Business Meeting

Outcome

Outcome

Outcome

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