Book a Strategy Call

Step 2 of 2 · Strong fit

You're a fit. Let's get on the calendar.

Based on your responses, we should talk. Pick a time that works — the strategy call is 30 minutes, no prep required, and you'll leave with at least one specific recommendation about your practice's financial setup whether or not we work together.

Click below to open the calendar.

Your name and email will be pre-filled. The context you shared will be included in the booking note.

Trouble with the link? Email aroberts@rtwadvisors.com.

What to expect

A 30-minute conversation with Askia Roberts, CPA. We'll review your situation, what's working, and what isn't. No slide deck.

What to bring

Nothing. If you have a recent P&L handy that's helpful, but not required. Come with your real questions.

What you'll leave with

At least one specific actionable recommendation, regardless of whether we end up working together.