Affordable Advice from Local Professionals

We’re proud to partner with local accounting and law professionals to give you access to affordable advice. Each month, a limited number of 30 minute appointments are available for $20*. Simply book an appointment time and submit your client information to reserve your time slot. We graciously thank our partners for providing this one-on-one service to our clients.

Accounting Professionals

(offered last Wednesday of each Month with availability between 9:30am-12:00pm)

  • January 30, 2019. (Woodstock office)
  • February 27, 2019. (Ingersoll office)
  • March 27, 2019. (Woodstock office)
  • April 24, 2019. (Ingersoll office)
  • May 29, 2019. (Woodstock office)
  • June 26, 2019. (Ingersoll office)
  • September 25, 2019. (Woodstock office)
  • October 30, 2019. (Ingersoll office)
  • November 27, 2019. (Woodstock)

Law Professionals

2019 dates to be announced.

Are you a professional willing to work with us to provide advice to small business owners? Let us know!

Booking Your Appointment

To request an appointment, please start the process by phone or e-mail:



Proudly Offered in Partnership With:







*CFO operates as a non-profit. Therefore, the fee simply ensures commitment and legitimate need for the advice. Fees must be paid in advance and are non-refundable, but can be transferred to another appointment time with advance notice.