Precision and Calm for Serious Owners
We align structure, tax positioning, and money systems into one clear workflow so you operate with confidence. Every engagement is private, measured, and outcomes‑driven: fewer moving parts, stronger decisions, and clean documentation you can stand on.
30 Reservations · Enrollment closes 11:00 PM EST · All sessions completed by December 6
A Limited Opportunity
We’ve opened 30 Reservations for owners ready to elevate operations — or finally build the business they envisioned. Each reservation secures focused, premium support: calm, discreet, and tailored to your next right move.
Payment reserves your place; a private onboarding email follows with next steps.
Tax Cleanup & Filing Review
$250
Objective: deliver assurance and surface savings opportunities. We perform a line‑by‑line review of your filed return against what a healthy file should look like for your business type. We flag missed deductions, coding issues, and risk areas, then provide a concise written summary and a reference checklist for your next filing cycle. Amendments and bookkeeping adjustments are available separately if you choose to move forward.
30‑Day Business Starter Plan
$300
Objective: launch clean and bank‑ready. We define your operating structure, clarify compliance basics, outline banking and money flow, and set a 30‑day revenue plan you can implement immediately. You leave with a customized checklist and a simple action map. Filings and done‑for‑you work are optional add‑ons.
Bookkeeping Catch‑Up (1 Month)
$197
Objective: establish a clean, credible baseline. We categorize and reconcile one month of activity and produce a clear monthly report. You receive a maintenance checklist to keep things orderly going forward. Additional months or historical cleanup can be quoted separately as needed.
Business Structure Strategy Session
$149
Objective: choose the structure that matches your income and risk. We compare Sole Prop, LLC, and S‑Corp through the lens of tax impact, compliance, and timing, then recommend a clear path forward with a next‑step checklist. Entity filings, payroll, and bookkeeping setup are offered separately.
Secure PayPal Checkout • Private, Discreet Support • Clean Deliverables Suitable for Lenders or Advisors
Today‑Only Courtesy: Reserve any service today and receive the Tax Savings Strategy Sheet — a concise guide to legally lowering taxable income and avoiding common missed write‑offs.
What to expect
- Private onboarding email with a short, clear checklist — no portals or overwhelm
- Calm, agenda‑led session focused on your top outcomes first
- Concise deliverables: summary, reference checklist, and prioritized next steps
- Professional discretion and documentation suitable for lenders or advisors
If this sounds like you…
- “My books are messy, and I need a clean, credible month to move forward.”
- “I’m not confident my taxes were optimized. I want a second set of eyes.”
- “I’m launching or relaunching and want a simple, bank‑ready foundation.”
Our philosophy
We don’t throw information at you — we arm you with strategy. Think of a steady stream: calm, consistent, and nourishing. That’s how we build your workflow — toward order, clarity, and a healthy, repeatable profit rhythm for you and your team.
Cancellation Policy
Because this event offers a limited number of reservations and each session time is reserved exclusively for you, all sales are final and non‑refundable. You may reschedule your appointment up to 24 hours before your session time, based on availability. This policy ensures that every client who registers is serious about their business and allows us to serve as many entrepreneurs as possible during this limited‑time event.