Available Services
Business Formation Package
• LLC setup & guidance
• EIN registration
• Operating agreement template
• Bank‑friendly NAICS selection
Credit Optimization Blueprint
• Everything in the Review
• 90‑day personalized plan
• Credit card sequencing strategy
• Funding readiness checklist
• Monthly progress check‑ins
Basic Bookkeeping
• Monthly categorization
• Basic financial statements
• Expense tracking
Operations & Workflow Optimization
• Process audit
• Efficiency improvements
• SOP creation (3–5 routines)
• Automation recommendations
Credit Optimization Review
• Full credit report analysis
• Score factor breakdown
• 30‑day improvement plan
• Utilization strategy
• Inquiry & age‑of‑credit review
Branding & Optics Consulting
• Business naming
• Brand positioning
• Bank‑friendly optics review
• Domain & social handle strategy
Productivity & Routine Coaching
• Weekly or bi‑weekly check‑ins
• Personalized routines
• Accountability tracking
• Goal planning
Financial Behavior Coaching
Startup Launch Bundle
• Spending analysis
• Budget creation
• Debt payoff strategy
• Savings & investment education
• LLC formation
• EIN setup
• Branding & naming
• Website structure plan
• Bookkeeping setup
• Credit optimization review
Business Growth Bundle
• Operations audit
• SOP creation (5 routines)
• CRM setup
• Branding refresh
• Funding readiness plan
• Quarterly strategy session
Full Concierge Ecosystem
• Multi‑entity management
• Full bookkeeping
• Monthly credit optimization
• Compliance monitoring
• Branding & optics oversight
• Unlimited strategy calls
• Priority support
Contact
Get in touch to learn more.