First Year Business Bootcamp
Starting a business is exciting… but let’s be honest, it’s also overwhelming.
Between tax deadlines, financial decisions, and the “Am I doing this right?” moments,
year one can feel like trial and error…
That’s why we created a step-by-step program for first-year entrepreneurs who want
clarity, confidence, and support.
“You don’t have to do it alone!”
What You Get
🏆Kickoff Planning Session (2 hours):
Get clear on your priorities, review your prior tax return, and build your roadmap.
🏆Monthly CFO Check-Ins (30 minutes):
Short, focused meetings to answer questions and keep you on track.
🏆Year-End Wrap-Up (1 hour):
Review your progress, gather feedback, and plan next steps.
🏆Business Tax Return Included:
No surprise bills at year-end.
🏆Individual Return Option:
If it’s simple, we’ll include it. If it’s more complex, we’ll review upfront and give you clear options.
Who It’s For
🏆 First-year business owners who want to avoid costly mistakes
🏆 Entrepreneurs ready to grow but unsure how to handle the numbers
🏆 Anyone tired of Googling tax rules at midnight
Simple Pricing
🏆 $350/month
🏆 Month-to-month, no long-term contract 📄
🏆 Business return included
🏆 Add-on for individual return if needed
Why Choose Us
🏆 Real conversations, not just reports
🏆 Guidance tailored to your situation
🏆 A trusted partner in your corner year-round
"Curious to learn more?”
Click below.