Business Start-Ups
Early State Business Advisory Services
We understand the problems startups and early stage business owners have to deal with every day.
- Launch Strong
- Structure Tight
- Profit First
Start Smart
Our startup and early stage business consulting services focus on practical, cost effective solutions that actually work.
New business owners need cheerleaders, but they also need experienced advisors who can help them build systems to help them succeed.
Business Planning
Our collaborative business planning process goes far beyond templates or online tools.
- What are your long-term goals?
- How will you get there?
- How much capital do you need to start?
- What does the competition look like?
- Which AI tools can you leverage?
- What are your strengths and weakness?
- What challenges does your business face?
- What have your competitors missed?
Services
Business Formation Guidance
We help you choose the right business structure (LLC, S Corp, etc.), file the paperwork, and get set up legally and financially the smart way. No guesswork, no missed steps—just a solid start.
Financial System Setup
We set up your bookkeeping, payroll, invoicing, and reporting systems so you’re not buried in spreadsheets. You’ll get clean books, organized records, and tools that scale with your business.
Startup Cash Flow Planning
We’ll map out your money—how it comes in, how it goes out, and where it’s leaking. You’ll know exactly what’s needed to stay cash-positive and fund your next move.
Elevating Your Business, One Financial Strategy at a Time
Beyond-The-Books Advisory
More than just bookkeeping and compliance, we dive deep into your business’ soul, offering counsel that helps you stay true to your mission and values.
Guided Growth Strategies
From business models to financial forecasts, our strategies are tailored to your unique needs, ensuring sustainable growth with a faith-forward approach.
Even More Services
Pricing Design
Don’t just “pick a number.” We’ll help you price your products or services based on value, market, and profitability—so you stop leaving money on the table.
Business Plan Coaching
Whether you need a full business plan or just a strategic roadmap, we’ll help you build a clear, actionable plan that guides decisions and attracts partners or funding.
AI Stack Planning
We assess your business model and recommend AI tools to automate repetitive tasks like emails, marketing, and sales. Less time on admin = more time on growth.
AI-Powered Workflow
We help you integrate affordable AI systems into your daily operations—from customer follow-ups to lead tracking—so your business runs smoother, faster, and smarter.
HR & Hiring Kit
Ready to bring on your first team member? We’ll guide you through legal hiring steps, job roles, payroll setup, and employee policies so you avoid costly mistakes.
KPI and Dashboard Creation
We identify the numbers that actually matter in your business and build custom dashboards to track them. You’ll have a real-time pulse on what’s working and what needs attention.
Time Management Systems
We teach startup owners how to own their calendar and delegate smarter. You’ll gain back hours every week with systems built for focus, freedom, and better execution.
Tax Strategy for Startups
Don’t wait until tax season. We help you build a year-round tax plan that takes advantage of deductions, entity structure, and credits to reduce your taxable income from day one.
Sales Funnel Mapping
We’ll design a simple, powerful sales funnel that turns interest into income. From awareness to close, we’ll help you automate and scale your lead-to-client journey.
