Done-with-you financial consulting for the ambitious entrepreneur
You’ve done everything you’re “supposed to” in business… except with your finances.
You hired a team of subcontractors, raised your prices, and built a solid client roster. By all standards, you’re a massively successful business owner.
You’ve done it all… except finally getting your business finances under control.
You love your work, but you’re ready to enjoy the lifestyle you built your business for. You want to make financial decisions to feel as simple as ordering your morning latte.
It’s time to stop stressing about finances and consistently pay your team, your expenses, and yourself– stress-free.
The Trailblazer is for you if:
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You’re craving more than just bookkeeping and tax help. You’ll do what it takes to get to your next level, and you’ll need personalized consulting to get there.
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You’re tired of feeling shocked every time you open your banking app or have a low sales month. You want nothing more than to feel some financial stability or consistency.
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You’re suddenly realizing you need to start saving for your future goals. You’re ready for your dream summer in Europe or buying the gorgeous home you have saved on Zillow.
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You’re dying to hire a team, but your bank account says otherwise. You know you want to pay your employees well, and it feels like it will never be in the budget.
The Trailblazer includes:
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You’ll receive important financial reports delivered to your inbox monthly, making it simple to visualize the financial health of your business. Every month, you’ll meet with your assigned financial consultant and review your financial statements together.
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You’ll have your taxes prepared for you– no stress needed.
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You deserve to pay yourself more than what’s left over in your business account. Each month, you’ll get a report of how much your business needs to be making so you can pay yourself well.
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Twice a year, you’ll have your tax situation predicted and prepared for you.
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Your taxes will be calculated for you with a reminder to pay them at the deadline. Pay taxes through payroll? You’ll have your withholdings calculated and set up for you.
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You deserve to feel in control of your business finances. Use our secure client portal to ask questions whenever they pop up and we’ll respond within 48 business hours– no additional charge.
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The Trailblazer package starts at $1,400/month + $500 one-time onboarding fee. Prices may vary based on your personal needs.
Ready to take action? Here’s what’s next:
01 Inquire:
Start by completing our inquiry form. We’ll reach out as soon as possible to set up a phone call and confirm we’re the right financial professionals for you.
02 Make it official:
After our call, we’ll send you a proposal for the best service to accomplish what you’re looking for. Once you pay your deposit and sign your contract, you’ll join our client roster.
03 Onboard and kick-off:
You’ll be welcomed by our team and receive an invite to our secure client portal. . Once we receive all necessary information, we’ll invite you to our first virtual meeting.
