Claim you FREE finance strategy session

On your free video session, we will discuss the following:

  • Your business growth goals

  • Questions and insights about your taxes and finances

  • How accounting systems could be integrated into your business to achieve efficiencies and provide greater insights

  • How to get your finances under control

What Is It?

It’s a chance for you to sit down with a CPA and ask whatever is on your mind.

What’s the catch?

No catch! We know how hard it is being a business owner, so we want to help how we can. When you book your meeting we’ll ask you what your questions are in case we can direct you to some of the content we have written. This isn’t to shrug you off! We just want to make sure you get the most out of your 20 minutes.

What does Avalon get out of it?

Well, we get to meet fabulous people like yourself, and we also get to better understand the struggles of business owners. That helps us write better articles and guides and helps us learn how to deliver our services better.

What can we talk about?

Well, anything really. It’s your 20 minutes, so use it how you would like. Most people have some burning questions that they want answered. Often you’ve done your research and just want some confirmation that you are not missing anything. This session is great for that.

Here’s what it isn’t:

It’s not a sales pitch, we promise! It’s also just 20 minutes, so you’ll want to keep your questions targeted. If you feel like 20 minutes is not going to be enough, we do have longer paid Q&A sessions.

"I had my initial 20 minute video call with Joe today and I couldn’t be happier. His advice on next steps was exactly what I needed and he provided me with a host of accounting resources that on first glance will be invaluable"
- Steve Gidden