New & Aspiring Business Finance Program

Start your business the right way; with clarity, confidence, and a solid financial foundation.

Launch your business with a step-by-step financial plan, legal structuring, systems setup, and ongoing support designed to help you build sustainably, not chaotically.

Start My Business The Right Way

Who This Program Is For:

  • New business owners who want to start with clarity and confidence
  • Aspiring entrepreneurs planning their launch
  • Business owners who registered their business but feel unorganized or overwhelmed
  • Creatives, service providers, freelancers, and product-based businesses
  • Anyone who wants expert guidance, structure, and accountability while building their business

What You'll Get:

Business Budgeting & Startup Planning

Clear startup cost breakdown, cash flow forecasting, and revenue projections so you know exactly what your business needs.

Legal Structuring & Compliance

Support with EIN, state registration, sales tax setup, payroll ID, and industry requirements, everything done correctly from the start.

Branding, Marketing & Business Setup Support

Set up your business professionally with:

  • Branding clarity and marketing strategy
  • Business email, phone, CRM, POS, and foundational systems
  • Optional outsourced services (additional cost) through our marketing partner:
  • Content creation
  • Social media management
  • Content strategy
  • Digital presence setup

Automation & Operational Efficiency  -Workflows, automation, and system setups to save you time and streamline operations.

COGS & Profitability Planning (Product-Based) - Pricing, inventory costs, and profit margin guidance to keep your business sustainable.

POS & Financial Systems Setup -Setup and configuration of your billing, payment, and financial tracking systems.

Personal Finance Coaching (Included)  - Align your personal finances with your business goals for a stronger financial foundation.

Accountability & Bi-Monthly Meetings  -Two meetings per month plus check-ins to keep you on track throughout your launch.

Personalized Business Launch Plan -A step-by-step roadmap tailored to your business model, goals, and timeline.

How It Works.

  1. Book a Free Consultation
  • Discuss your business idea, vision, budget, and goals.

   2. Initial Business Audit

       We review:

  • Startup costs
  • Financial systems
  • Business model
  • COGS (if applicable)
  • Systems, branding, and current setup

       This determines what you need and whether any cleanup or restructuring is necessary.

   3. Receive Your Personalized Plan

    A clear roadmap covering:

  • Budgeting
  • Cash flow
  • Pricing
  • Legal setup
  • Systems
  • Branding support
  • Marketing foundations

   4. Bi-Monthly Meetings & Check-Ins

  • We meet twice per month to track progress, build systems, and refine your financial strategy.

   5. Launch & Grow With Confidence

  • With systems, structure, and support in place, you launch smoothly and grow sustainably.

FAQs

  • Do I need to already have my business started?

    No, this program works whether you’re planning or already registered but unorganized.

  • Do you help with branding and marketing?

    Yes , foundational branding and content strategy are included and provided by our marketing partner.

  • Is bookkeeping included?

    We set up your bookkeeping systems, but ongoing bookkeeping is available separately if needed.

  • Do you help with product-based businesses?

    Yes, including COGS planning, pricing, and profitability. 

  • Do you work with all business types?

    Yes, service providers, product-based businesses, freelancers, LLCs, S corps, and more.


    Financial principles apply across all industries, and your plan is customized to your structure, size, and goals.