Information

Business Navigator
Consultation

Start Your Business Journey or Navigate Your Current Business Operations with Confidence- Empower Yourself and Reduce Uncertainty of the Unknown

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Let's Break Down the Process

Discover a clear path to building your best business with our meticulous business assessment and comprehensive strategy session.
01

Pre-Call Business Review

We begin by thoroughly reviewing your current business circumstances and current business financials (if applicable) to prepare for our session.

02

Two Personalized Strategy Calls

Engage in a detailed 60 minute one-on-one Zoom call where we engage in a comprehensive business consultation tailored specifically to address your business needs and move you closer to your business goals

03

Follow-Up with Visual Plan

Receive a comprehensive follow-up email complete with notes and a personalized consultation report, summarizing our strategic discussion for you to refer back to as you continue to build your business.

Who This Is For

1

New Entrepreneurs and Start-Ups:

If you're in the initial stages of opening a business and need guidance to ensure you're taking the correct steps from the start, this consultation is designed for you. It's perfect for those looking to lay a solid foundation for their business operations and legal structure.

2

Existing Business Owners:

Owners of businesses of any size and income range who are seeking feedback on their current operations. If you're looking to refine and improve your processes, this service offers valuable insights and suggestions tailored to your business's specific needs.

3

Seasonal or Periodic Businesses:

For businesses that may not require constant oversight but could benefit from periodic check-ins and strategy sessions, this consultation allows for flexible scheduling throughout the year, ensuring you have access to professional advice when you need it.

4

Businesses Not Requiring Full-Time CFO Services:

If you're not in a position to engage monthly CFO services, this consultation provides a cost-effective alternative. You can still receive expert financial and strategic advice to guide your decision-making process throughout the year.

5

Taxpayers Seeking Business Guidance:

This service is also ideal for taxpayers interested in business or those who would like to start a side hustle, offering a way to have ongoing strategy sessions and check-ins without the commitment to more intensive services.

Business Navigator
Pricing

Explore the Benefits of Our Business Navigator Plan

For The Emerging Business Owner!

Perfect for emerging business owners who need a one time consultation

60 minute video call to discuss applicable business metrics such as:

Business entity structure set up- current and future considerations

Business bank accounts and credit card structuring

Business taxation principles including withholding and payment processes

Business tax filing deadlines and requirements

Business bookkeeping and accounting processes review and suggestions

Miscellaneous business advice specific to the clients situation  

Follow up email with call notes, basic strategic plan, and resources to assist the client with future implementation as needed

From$999

+ can add on additional businesses for $275 each

Get Started

For The Seasoned Business Owner!

Perfect for seasoned business owners who need a one time consultation

60 minute video call to discuss applicable business metrics such as:

Business financial statement reviews for one business or investment property

Key Performance Indicators

Profitability Metrics such as breakeven analysis, margin of safety etc.

Cash Flow Analysis

Divisional Analysis (if applicable)

12 month profit and loss forecast 

Follow up email with call notes, suggestions, and resources to assist the client with future implementation as needed

Personalized financial analysis report packet

From$999

+ can add on additional businesses for $275 each

Get Started

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