Services

Packages

Packages that get you moving.

Choose the package that fits your stage. Each includes practical guidance, checklists, and recommendations from experienced operators.

Most Popular

Start a Company Package

Starting at $499

"I want to start this business. What do I do first?"

  • Entity setup checklist
  • EIN guidance
  • Business bank account recommendations
  • Business credit card recommendations
  • Accounting/bookkeeping setup direction
  • Basic document checklist
  • Software/vendor stack
  • First 90-day plan
Get Starter Package

Banking & Credit Setup

Starting at $399

Get the right accounts, cards, and spending structure.

  • Business checking recommendations
  • Business credit card recommendations
  • Spending structure
  • Vendor payment setup
  • Rewards/cashback considerations
  • Account organization checklist
Set Up Banking

Accounting Setup

Starting at $750

Get cleaner books and a better accounting foundation.

  • QuickBooks or accounting software guidance
  • Chart of accounts direction
  • Bookkeeping workflow
  • Receipt/document process
  • Monthly close checklist
  • CPA/bookkeeper handoff checklist
Set Up Accounting

Business Idea Review

Starting at $500

Get operator feedback before going further.

  • 60-minute operator review
  • Business model feedback
  • Rough startup cost review
  • Pricing/margin discussion
  • Risks and red flags
  • Recommended next steps
Review My Idea

Rent / Lease / Buildout Review

Starting at $1,500

For physical locations and buildouts.

  • Rent and lease checklist
  • Startup cost estimate
  • Vendor setup review
  • Insurance considerations
  • Staffing considerations
  • Launch timeline
  • Basic financial assumptions
Review My Buildout

Numbers & Margins Call

Starting at $500

Understand what the business should make.

  • Revenue model discussion
  • Margin expectations
  • Owner pay questions
  • Pricing review
  • Cost structure review
  • Practical benchmarks
Talk Through Numbers
Custom Engagement

Operator Advisory

For serious owners who want ongoing help starting, fixing, understanding, or growing a business. Custom pricing based on scope and engagement.

  • Business model review
  • Financial and operational insight
  • Deal and equipment analysis
  • Growth planning
  • Stack and systems review
  • Strategic owner guidance
Apply for Advisory

FAQ

Common
questions

How do packages work?

After purchase, you will receive a detailed guide, checklists, and recommendations specific to your package. For packages that include a call, we will schedule a time to review your situation and provide personalized guidance.

Can I combine packages?

Yes. Many business owners start with the Start a Company Package and add on Accounting Setup or a Numbers & Margins Call as they grow.

What if I am not sure which package I need?

Book a Business Idea Review first. We will help you figure out where you are and what you actually need.

Do you provide ongoing support?

Packages are designed as focused engagements. For ongoing support, you can book additional calls or apply for Operator Advisory.

Ready to
get started?

Choose a package or book a call. Either way, we will help you move forward.

Book a Business Call