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Business Setup and Strategy
Are you feeling overwhelmed by everything it takes to start or organize your business? Unsure about LLCs, finances, or systems? You’re not alone. Our Business Setup + Strategy packages provide clarity, structure, and personalized guidance to help you get organized, feel confident, and build your business the right way — from day one.
Launch and Organize: Starter Pack
297
Best for new entrepreneurs who want guidance to get their business set up correctly from the start.
Valid for one week
Everything in the Toolkit PLUS:
Business structure recommendation
EIN application assistance
Payment processor setup (Stripe, Square, etc.)
Expense tracker setup
Simple financial workflow setup
Launch and Organize: Growth Package
597
For entrepreneurs ready to move beyond startup and build organized systems that support sustainable growth.
Valid for one week
Includes everything in Basic Plan Plus:
Financial Tracking System (revenue, expenses, reporting)
Business Tools Infrastructure (Wix, Stripe, Square, etc.)
Inventory Tracking System (product-based businesses)
Tool setup (Etsy, Wix, Square, Stripe, Flodesk, etc.)
Order & Customer Workflow System
Custom Operations Checklist & SOPs
Launch and Organize: Scale
1,197
For established entrepreneurs ready to streamline operations and scale with expert guidance.
Valid for 3 weeks
Everything in Growth PLUS:
1:1 strategy call
Full Business Systems Audit
Operational Optimization Strategy
Financial Workflow Cleanup
Launch or Relaunch System Planning
30-day support for adjustments
Not sure where to start?
Led by an accountant turned entrepreneur, Our Business Setup + Strategy packages help new and growing entrepreneurs get legally set up, financially organized, and confident in their systems — so you can stop guessing and start growing.
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✨ Limited founding client spots available
Most Popular
Prefer a DIY Option?
Launch your business with confidence using this step-by-step startup toolkit designed by an accountant and entrepreneur.
Don’t see exactly what you’re looking for?
We offer custom packages tailored to your business needs — reach out and let’s create something that works for you.