Thanks for booking your Ask a CFO session!
This session is your space to get strategic financial clarity around whatever’s on your mind — from cash flow to capital decisions, pricing, planning, or anything in between.
Here’s what to expect before we meet:
✅ You’ll receive a calendar invite with the Zoom link
✅ You’ll hear from me or my team within 24–48 hours after we review your intake form
→ If I need any additional info or documents to prep for your session, we’ll reach out by email
→ If you already know there’s something you’d like me to review (like a spreadsheet, business plan, or report), you can upload it here:
My goal is to make sure you get the most value possible from our time together — so thank you in advance for sharing any context that helps us hit the ground running.
If anything comes up in the meantime, feel free to reply to your confirmation email. I’ll see you soon!
—Ashley