Business Bootcamp
Starting and growing a business is exciting… but let’s be honest, it can also feel overwhelming. Between tax deadlines, tough financial decisions, and those “Am I doing this right?” moments,
the early years often feel like a mix of trial, error, and figuring things out as you go.
Whether you’re in your first year or still navigating the challenges beyond it, having guidance can make all the difference.
“You don’t have to do it alone!”
That’s why we created a step-by-step, one-year program for entrepreneurs seeking
clarity, confidence, and support.
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.
🏆 12-month program with the option to continue on our subscription plan
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.