fresh start package
Create business systems that are easy and efficient, even on the go. Start the new year with a clean slate – manage out the bad and bring in the good. Click here to inquire about this plan.
- 1 30-minute targeted initial consultation
- 4 1-hour educational and/or work sessions
- Presentations on various business system options
- Action items at the end of every meeting
- Individualized educational materials, as applicable
how it works
in depth program description
Ready to take the next step in your business? The new year is the perfect time to do so. Get your systems in place to create an easy stress-free year.
During our targeted consultation I will ask you about any current business systems you use, such as how you determine and record business income and expenses, invoice clients, receive payments, plan for seasonal dips in business, and pay bills. Over the course of four (4) sessions, we will discuss which systems you’re satisfied with, which you’d like help fine tuning, and which you’d like to start implementing. I will present various business system options based on your preference for either app and cloud-based systems or more traditional systems. I will also present some suggestions based on our discussions that you may or may not want to implement.
Once you determine which systems you’d like to work on, I will help you set them up for your specific business. Many of our sessions will be educational and brainstorming. Once you have determined your specific business systems goals, we will work together to make it happen! Click here to inquire about this plan.
how to get the most out of your sessions
To get the most out of our sessions, I highly recommend you brainstorm some goals or ideas of what your perfect business setup would be.
- do you have issues in planning for the seasonal variations in your business income versus expenses?
- Would you like a system that would allow for planning around these seasonal variations?
- Do you want to be able to pull up your business’s profit and loss for the year, quarter, or month?
- Do you struggle to keep up with all the invoices you send to clients and following up with unpaid invoices?
- Do you find tax season overwhelming and wish there were a system you could implement that would spit out the information you need to fill out your tax forms?
If you’re not sure where you are or where you want to go, don’t worry. That is definitely something we can work on together! Click here to inquire about this plan.
timeline & sessions
Everyone and every business is different. Depending on where you are and where you want to go, it may be necessary to add additional sessions at your discretion and expense. I will do my best to provide an honest assessment of what we can get done in the time we have together. I will provide you a timeline so you can visualize what tasks need to be done over the course of our work together. I will also provide lists of tasks and action items at the end of every session. These can be used to keep you on task between sessions.
If you book and pay for additional sessions before the end of our last session together, you will be given the discounted rate of $85 per session. If you decide at a later date that you need or want additional session(s) then you must purchase each additional session at the regular price of $95
This package is intended to get your new systems implemented as close to January 1 as possible. In order to meet that timeline, I suggest the consultation and first session be booked no later than December 1, however November is recommended. I also recommend one session be reserved for after the system is implemented so we can practice using the system together.
Business systems can be added or tweaked at any time through the year. While this package is intended to implement systems for the new year, it can be booked at any time through the year. I will give you my honest opinion on any hiccups we might encounter by switching over a specific system mid-year rather than end-of-year. Together we can try to mitigate any issues that may occur