You're all set — your call is confirmed!

You’ll receive an email shortly with your Google Meet link and calendar invite.

📋 What Happens Now

1️⃣ I’ll review your responses and prep for your session
2️⃣ You’ll get a calendar invite with your Google Meet link
3️⃣ I’ll join you at the time you selected — no software to install
4️⃣ You’ll leave the session with clarity, a simple plan, and real next steps

✅ What You’ll Get on the Call

A 45-minute one-on-one strategy session
A review of your business’s cash flow risks and missed profit opportunities
Identification of any “mistakes” affecting your margins, pricing, inventory, or taxes
Simple next steps tailored to your business
Zero-pressure. Just real clarity.

📤 Help Me Help You

To make the most of our session, please send or share:

A Profit & Loss Statement (cash-basis preferred) for the past 12 months
Balance Sheets from your last two year-end dates
A Statement of Cash Flows for the same full year

You can upload reports here: 👉 Portal Upload Link

Need help? 👉 Watch this short video tutorial

💬 Testimonials

— Kevin Kauzlaric
Northwoods Humidors

“Jacob and his team have made an incredible difference in our business. The clarity we now have in our finances has been a game-changer.”

📝 Final Note

If anything changes, you can reschedule directly using the link in your email.

Otherwise — I’ll see you soon on Google Meet!

Talk soon,
Jacob Curtis, CPA