Plan 2: Business Launch

Your Dedicated Partner to Start Strong

This plan is for new business owners who want to set a strong foundation from day one. I'll provide the essential guidance you need to confidently launch your business, navigate the setup process, and start making sense of your finances without the stress.

This is for you if you...

• Are eager to launch your business but feel overwhelmed and unsure where to start.

• Are confused about the best legal and tax structure for your new business.

• Feel paralyzed by fear or negative thoughts about starting something new.

• Have a new Quickbooks Online account and are completely confused about how it works.

What you will accomplish:

• Start with confidence: Begin your business journey with a sense of excitement and clarity, knowing you have a partner by your side.

• Set a strong foundation: Make informed decisions on your legal and tax entity, and get guidance on how to obtain an Employer Identification Number (EIN).

• Overcome fear: Recognize and work through any limiting beliefs so you can take the first steps toward evolving your business.

• Feel confident in your finances: Get personalized, guided training on Quickbooks Online so you can feel confident and capable managing your books.

• Have ongoing support: Get a consistent partner to guide you through the exciting but often confusing first stages of your business.

With this plan, you get:

• Up to 3 hours of advisory time per month.

• Two one-hour meetings (phone or video) each month.

• Unlimited check-ins via text, email, voice message, or phone calls.

• A fast response time: Get a response to your questions within 24 hours.

• Useful templates to help you get started.

• Personalized support for everything from new business setup to tax planning.

• Proactive guidance: Receive monthly emails with useful business information, actionable advice, and questions designed to initiate your business's evolution.