1:1 Business Strategy Meetings

Turn your financial data into a roadmap for the future.

Fred Lundin CPA offers 1:1 Business Strategy Meetings for small business owners who need more than just year-end tax filing. While standard accounting looks backward at what happened, these dedicated virtual sessions focus on where you are going. Conducted via secure video conferencing, these meetings provide you with a private, professional sounding board to discuss your specific challenges, from cash flow management and expansion planning to profitability analysis.

We bridge the gap between complex financial numbers and real-world business decisions. Whether you need a quarterly check-in or a monthly deep dive, we partner with you to interpret your data and create actionable strategies. Access high-level CPA guidance from the comfort of your home or office, and gain the clarity and confidence needed to drive your business forward.

Frequently Asked Questions (FAQ)

How is a Strategy Meeting different from my annual tax appointment? Annual tax appointments are typically reactive, focusing on compliance and reporting on the year that has already passed. Our Strategy Meetings are proactive and forward-looking. We focus on your current challenges, future goals, cash flow projections, and operational decisions to help you grow before the year ends.

Do I need to be a Monthly Managed Accounting client to book a strategy session? Not necessarily. While many of our monthly clients use these sessions to dive deeper into their reports, we also offer standalone strategy meetings for business owners who manage their own day-to-day books but need high-level expert guidance for specific decisions or growth planning.

How do we meet, and is my data secure? We meet virtually using secure video conferencing software (such as Zoom or Microsoft Teams), allowing us to screen-share and review your numbers in real-time. All financial documents are exchanged through our encrypted client portal, ensuring your sensitive data remains protected at all times.

What should I prepare before our meeting? To get the most out of our time, we recommend you have your most recent financial statements (Profit & Loss and Balance Sheet) ready. We also ask that you prepare a list of your top 3 current business questions or "pain points" so we can prioritize the issues that matter most to you.

Can these meetings help me with cash flow problems? Absolutely. Cash flow management is one of the most common topics we address. We can help you analyze your burn rate, identify where cash is getting stuck (e.g., slow-paying clients or high inventory), and develop a forecast to help you navigate tight periods with confidence.