Affordable Profit + Performance Advisory For Small Businesses · FutureView CPA · Gloucester, Virginia
Profit + Performance Strategy Session
Book a one-to-one private strategy session with Jennifer Todd to discuss your most pressing profit and performance issues.
The Strategy Session is a 90-minute private session with Profit + Performance Expert Advisor Jennifer Todd, CPA, MBA.
$997 · 90 Minutes· Actionable Advice · Ask Me Anything About Your Company's Profit and Performance Problems
What's included in a strategy session?
Most founders know something's off. They usually blame the market, the team, or something outside their control. We'll spend 90 minutes exploring your current questions, taking a look at your financials, and talking through how you're making business decisions today, what might give you greater clarity and control, and your next best steps.
If you decide to invest in a full Profit + Performance Visibility Assessment (the Snapshot) within 30 days of your strategy call, we'll credit your strategy session payment toward the price of the Snapshot.
What's the process?
Four steps, seven business days, no surprises, true clarity.
STEP 1 — You apply.
Fill out the short form. Tell us about your business and your biggest financial headache right now. We review every application personally.
STEP 2 — We'll send you a calendar and payment link
If your company meets our client profile, we'll send you a link for the $997 payment and a link to book your session.
STEP 3 — Upload your financials ahead of our appointment.
You'll receive a link to securely upload your financials and, if applicable, your company tax returns, so that Jennifer can review them ahead of our scheduled session.
STEP 4 — Two weeks of follow-up support, included.
After the strategy session, you have two weeks of unlimited async support — no obligation, no hourly billing. Ask any follow-up questions that pop up. Pressure-test the findings. Then decide if you'll take the next recommended step with us.
$997 · Actionable Expert Analysis and Advice · Delivered in a Plain English
The Profit + Performance Strategy Session
Pricing + Guarantee.
The Strategy Session is a one-time, fixed-price engagement. There are no additional retainers, no surprise hidden fees, and absolutely no obligation to work with us afterward.
Our Satisfaction Guarantee:
✓ All-inclusive firm fixed price — no surprise bills ever
✓ Findings presented in person by Jennifer, a licensed Virginia CPA, with over 28 years of experience
✓ Two weeks of follow-up support included - ask us anything
✓ Plain English, always - if you don't understand something, we explain it until you do
$997 · Actionable Expert Analysis and Advice · Delivered in a Plain English
What sets Jennifer apart is how intentional and transparent she is. She takes the time to sit down with me, walk through the numbers, and make sure I fully understand what’s happening so there are no surprises when it comes to what’s owed. That level of clarity and communication has been invaluable as a business owner.
