So whats next?

IMPORTANT: Schedule a Call Below for Onboarding:

Simply schedule a call with me below, and I'll handle everything else.

To Prepare For The Meeting:

The meeting will go faster and smoother if you can please tee up the following:

Access to accounting records: Please be prepared to grant me access to your accounting records. If you'd like to add your accountant/bookkeeper to the meeting, please feel free to do so.

Questions: If there are any specific topics or questions you'd like to bring to my attention during the call, feel free to jot them down in advance. This is merely an onboarding call, however, so don't worry about substantive financial concerns. We will address those during our Kickoff Call, which we will schedule shortly after onboarding.

Privacy and Security: Rest assured that your privacy and security are of utmost importance to us. We use Zoom for our meeting software. It is secure and confidential.

Technical Support: If you encounter any technical issues or have trouble joining the video call, don't worry! Since you're now part of my inner circle, see my cell phone number below - I'm happy to connect "old school!"

I look forward to connecting with you soon and getting started ASAP!!

Todd Henry, Founder

Email: todd@clearpathcfo.com

Phone: (518) 479-9672