Tools and between-call support
- The whole Starter Kit workbook, a $199 product
- Continuity Readiness Assessment
- Session recordings and summaries after every call
- Small-group peer accountability
- Facilitated troubleshooting between steps
A small-group sprint
Build your backup plan with a small group and Jennifer Dymond, CPA guiding the work.
Dates and registration live here. The waitlist hears first.
Join the waitlist to hear when enrollment opens. Cohorts run a few times a year.
Start now with the $199 Starter Kit. What you actually pay for it comes off a cohort seat later.
Join the home-page waitlist: one confirmation email, then one when a cohort opens.
Kickoff, four guided work sessions, then a day-30 reality check.
Get oriented before the work starts.
Stabilize: What can’t wait in the first 24 hours, and who handles it?
Connect: Who needs to know, in what order, and who makes day-to-day decisions?
Build: What would someone else need? Capture access, deadlines, money and client commitments.
Test: Can they actually do it? Try one real handoff and fix what breaks.
Review the finished plan and check that it works.
The full session timeline above, plus tools and support between calls.
$799per seat
Workbook included. Do not buy both.
What you actually paid for the Starter Kit comes off the $799 seat. A $199 kit purchase leaves $600; a 10%-off purchase of $179.10 leaves $619.90. We look up your Stripe payment, so you pay for the kit only once. Comped and review copies earn no credit. One credit per person, ever. Write from your purchase address to support@plan-ahead.now for the link.
The Ask-a-CPA member rate is quoted in the community. Take the better offer; it never stacks with the kit credit.
Cohorts run a few times a year. The schedule above has current dates and checkout; the waitlist hears first.
Recordings and summaries help you catch up. Plan to attend at least three of the four work sessions.
A computer with Zoom, time for the calls, and what you know about your business. You do not need everything documented first: prioritizing comes before documenting.
Accountants, bookkeepers, tax pros, fractional CFOs and other small-business advisors serving multiple clients.
Find it in the Ask-a-CPA community. Or take what you actually paid for the Starter Kit off the $799 seat. Comped and review copies earn no credit. Take the better offer, never both.
Join the Ask-a-CPA communityJennifer Dymond, CPA runs Spire Consulting Services. She guides the group and helps owners spot gaps, drawing on 15+ years in financial operations for small and medium-sized sustainable businesses.
Build the plan with a group, or start alone with the Starter Kit. The waitlist hears when the next cohort opens.