Grady Tax Plus LLC/1:1 Private Financial Strategy Session

A Video Message For You

  • $397 or 2 monthly payments of $199

1:1 Private Financial Strategy Session

  • 45-day access
  • Starts Sep 22
  • Includes 2 events

Stop guessing about your money and start making informed financial decisions. In this private 60-minute strategy session, we’ll review your business finances, connect them to your personal budget, estimate your tax liability, and identify tax-saving opportunities. You’ll leave with clarity on where you stand, what needs attention, and a personalized plan to move forward confidently. All Sales are final.

FAQ section

Frequently asked questions

You've got questions. We've got answers.

When do we meet for our private session?

We will meet for our private session by October 31st. You must secure your spot by September 15th to take advantage of the sale.

What assignments will I have prior to us meeting?

You will receive access to your personal budget tracker that would need to be filled out and shared with me at least one week prior to our private meeting.

You will also give me access to your bookkeeping software or spreadsheet at least one week prior to meeting.

Which bookkeeping softwares do you currently work with?

For this service, we are only accepting Quickbooks or Wave accounting software. You must have the Pro subscription for Wave in order to give us access to Wave.

How do I schedule my private session?

You will receive a scheduling link via email to schedule your appt. Appts are available from September 22nd to October 31st. We will not be able to meet prior to September 15th.

Can I book this service if I don't have bookkeeping at all?

Unfortunately, this service is not for business owners who don't have bookkeeping completed from January to July 2026 either with approved accounting software or with a spreadsheet. You can email us at info@gradytaxplus.com

if you are interested in us completing your bookkeeping in Wave or Quickbooks. The alternative is to obtain your Business Finance Tracker and have it filled out one week prior to us meeting.