What We Offer
Our Packages
🌿 Launch Package
Build Your Business the Right Way
Ideal for: New entrepreneurs ready to establish a solid foundation.
What's Included
Initial Strategy Consultation
We'll discuss:
- Your vision and goals
- Business ideas and long-term objectives
- Industry overview
- Startup questions
- Recommended next steps
Business Structure Consultation
We'll help determine the right entity for your business by reviewing:
- Sole Proprietorship
- LLC
- Partnership
- S Corporation
- C Corporation
You'll understand the advantages, responsibilities, and considerations of each option.
Business Formation Assistance
We'll assist with:
- Business name availability search
- Business formation filing preparation
- EIN application guidance
- Operating Agreement template (when applicable)
- State registration guidance
- Business startup checklist
Business Foundation Setup
You'll receive guidance on:
- Business banking
- Recordkeeping
- Business licenses and permits (as applicable)
- Recommended software and tools
- Compliance calendar
30-Day Follow-Up
A strategy session to answer questions, review progress, and discuss your next steps.
🌱 Elevate Package
Create Systems That Support Growth
Ideal for: Business owners who want organized financial systems and operational efficiency.
What's Included
Includes everything in the Launch Package, plus:
Financial Systems Setup
- Bookkeeping software setup
- Chart of Accounts customization
- Income and expense organization
- Bank account integration guidance
Financial Review
We'll evaluate:
- Current bookkeeping
- Cash flow
- Monthly expenses
- Pricing strategy
- Profitability
Budget & Cash Flow Planning
Together, we'll create:
- Monthly budget
- Revenue goals
- Expense management plan
- Cash reserve strategy
Business Strategy Sessions
Two one-on-one sessions focused on:
- Operations
- Growth planning
- Financial organization
- Accountability
60 Days of Support
Email support for questions and guidance as you implement your systems.
🌳 Legacy Package
Build a Business That Lasts
Ideal for: Established businesses ready to grow strategically.
What's Included
Includes everything in the Elevate Package, plus:
Comprehensive Business Assessment
We'll review:
- Business operations
- Financial performance
- Internal systems
- Workflow efficiency
- Growth opportunities
Strategic Growth Plan
You'll receive a customized roadmap with:
- Revenue strategies
- Expense optimization
- Operational improvements
- 90-day action plan
- Quarterly milestones
Financial Performance Review
We'll explain your:
- Profit & Loss Statement
- Balance Sheet
- Cash Flow Statement
- Key Performance Indicators (KPIs)
Quarterly Strategy Meetings
We'll monitor your progress, adjust your plan, and keep your business moving toward its goals.
Tax Readiness Support
We'll help organize your financial records and prepare you for working with your tax professional.
Priority Client Benefits
- Priority scheduling
- Faster response times
- Ongoing consulting support
- Resource recommendations
Not sure which package is right for you?
Schedule a free consultation and we'll help you find the perfect fit for your business needs.
Schedule a Free Consultation