Meeting Confirmation


Mark your calendar!

Our monthly meeting is set! Make sure to add it to your calendar via the confirmation email.

Now that it’s on your calendar, you need to prepare. You will get more out of our meeting if you come ready with insights and questions.

You received your monthly financial reports from Quickbooks already this month. Review the reports and complete the Monthly Meeting Prep worksheet.


You can print it or fill it out online. Things to note include any new questions or challenges that arose in the past month, notes on the financials, wins, and opportunities for growth. Have your worksheet on-hand during our meeting.

I want to answer all your questions so please ask away!

Meeting Details

At the appointed time, you will join the meeting via Zoom. The link to join is in the meeting link in your calendar.


I understand that things come up last minute. If you need to reschedule, please do so as soon as you know about it.

To reschedule, open the meeting in your calendar. Within the meeting details, you’ll find a link to reschedule.

Out of respect for other clients and my schedule, I won’t promise to reschedule your meeting if you cancel within 48 hours of the scheduled time. That said - please reach out and we’ll see if we can work something out.


I look forward to our meeting. See you soon!