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Quarterly Planning with Lana Ratapu

February 14 @ 8:00 am - 5:00 pm UTC+0

Your Invitation

Live Quarterly Planning Session

I’m spending 60 minutes with a small group of bookkeepers, going deep into the 3 critical drivers that make running your practice easier and more profitable.

During the session I’ll be sharing the complete system that I go through with clients to address the above. Instead of it taking months to deal with, you’ll build a complete plan in 1 hour.

Three Outcomes:

  • Solutions for your burning issues
  • Compare how others are solving it
  • Complete a plan to get it fixed in 90 days

Why this is relevant in 2024…

Staff are dealing with the cost-of-living crisis

so there’s more pressure than ever on us to pay them more

We’re busier than we’ve ever been

so in theory we should be making more money so where is it

Costs are rising all the time so margins are tight

and there’s a limit to how much customers will pay

Your Host

Meet Coach

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Date:
February 14
Time:
8:00 am - 5:00 pm UTC+0

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