One-on-one strategy session
Private CEO Consultationwith Sasha Lopez & Dominique Wharton
Experience a dedicated one-on-one strategy session with Sasha Lopez and Dominique Wharton, designed to give your business the personalized attention and strategic direction it needs. This private consultation is focused entirely on your goals, challenges, and vision, giving you the opportunity to get direct guidance and practical solutions for your next move.
Whether you’re just getting started, building your service bureau, growing your tax business, or preparing to scale, you’ll receive personalized insight, industry knowledge, and actionable strategies tailored to where you are right now. From business structure and operations to client growth, team building, and long-term strategy, this session is designed to help you move forward with clarity and confidence.
Leave your consultation with a clearer direction, actionable next steps, and the strategic guidance you need to build a stronger business and create the wealth and legacy you’re working toward with BBN Taxes.
Inside your session
What to expect?
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Your Experience & Goals
Whether you’re entering the tax industry for the first time or preparing to expand your operation, we’ll evaluate your current position and create a roadmap aligned with your business objectives.
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Software Breakdown
Gain a clear understanding of each software package, including what’s included, who it’s designed for, and how it can support your growth at every stage.
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Business Strategy
Success requires more than the right software. We’ll discuss practical strategies, growth opportunities, and the systems needed to help you build a stronger, more profitable business.
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Overview of Different Tax Software Options
Explore the leading tax software solutions available today as we compare features, capabilities, and advantages to help you identify the best fit for your business.
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Key Features Based on Your Business Size & Services
We’ll identify the tools, integrations, and functionality that matter most based on your current business model, service offerings, and future growth plans.
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Cloud-Based vs. Desktop Software Considerations
Learn the benefits and limitations of both cloud-based and desktop platforms so you can confidently choose the solution that best supports your workflow and operational goals.
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Q&A Session
Bring your questions, concerns, and ideas. This dedicated time is designed to provide clarity, guidance, and expert insight tailored to your unique situation.
How to book
4 Simple Steps to Get Started
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Step 1
Purchase Your Session
Click the button below to secure your 30-minute spot. Payment confirms your booking and reserves your time on the calendar.
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Step 2
Complete Your Pre-Call Form
After purchase, you’ll receive a short intake form. This helps us use every minute of your session efficiently — so we skip the small talk and get straight to what you need.
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Step 3
Show Up with Your Questions
Come ready to be honest about where you are and open to what you hear. This is a judgment-free zone, but it is a truth zone. The more real you are, the more value you’ll get.
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Step 4
Walk Away with a Plan
By the end of the call, you’ll have a clear list of next steps, resources if applicable, and the clarity you’ve been looking for. No vague advice — just specific, actionable direction.
Reserve your spot
Pick your time
Choose a date and time that works for you. Your 30-minute session is confirmed once payment is complete.