NEED A JUMP START?
If your business makes less than $250,000 and you’re saying to yourself, “I’m not quite ready to work on a long-term basis, however, I still have some pressing financial/tax questions. What should I do?"
TRY OUR JUMP START PLAN!
Through personal, one-on-one sessions you'll gain the confidence and clarity you need to make sure your business is setup for success. And much more! 
For just $1500, let us help you take your business to the next level.
Building a business is about the numbers...
You cannot improve what you do not measure
Imagine this:
  • Knowing the exact blueprint that will make your business profitable
  • ​Knowing how to allocate every dollar that comes through your business
  • ​Knowing the right systems to manage your business more effectively
  • ​How to minimize taxes by structuring your business appropriately
  • ​How much to pay yourself as the owner of the business and when you should put yourself on payroll
  • ​How to prioritize yourself and your own financial independence goals as you grow
You Are Going To Get...
Complete 12 Month Forecasting Strategy
Business Planning Workbook
Personal Financial Planning Cash Flow Template 
Access to Preferred Implementation Partners & Resources
Guided Setup of Accounting Software
Training on Proper Use of Accounting Software
Step by Step Payroll + Software Solution Setup Guide
HOW DOES
JUMP START WORK?
 Two Video Training Sessions
60-90 minute sessions with our team. One session for data gathering & the second for presentation and implementation of the plan.
 Discussion Of Your Most Pressing Business Financial Topics
Let's go in depth on 2-3 topics that you want help with the most. Popular questions include: 
  • How can I best organize my business finances and set up business accounts?
  • ​How should I properly structure my business if I need an S-Corp or Loan Out Company? Can you create it for me?
  • ​How can I structure my business to become profitable?
  • ​Can you help lower my tax bill?
  • ​Can you set up my investment account and manage my investments?
  • ​Can you help me plan out my large payout(s)?
  • ​Can you help me get organized for taxes and prepare my tax return? (*$500-1,200)

  GET STARTED

Set Your Business Up For Success Now!

Contact Information
 Full Name
 Email Address
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Want More? Additional Add Ons

→ ONE-TIME ACCOUNTING CLEAN UP

$225 per Outstanding Month

→ ONE-TIME ESTABLISH YOUR CORRECT ENTITY TYPE

$1000 includes State Filing Fee, EIN Setup, + S Corp Setup 
OR $350 for existing entities who need to change tax filing status

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