North Star Report
Bookkeeping & financial organization
North Star Navigation Session
(included in all packages)
Why it matters: Know exactly where you stand and what’s ahead. No more reacting to surprises.
What you get: With key performance indicators, cash flow forecasts, and strategic insights—plus expert commentary to help you interpret the numbers and understand their impact.
North Star Navigation Session
Bookkeeping & financial organization
North Star Navigation Session
(not included in Baseline)
Why it matters: Step back, see the big picture, and assess your next steps.
What you get: A 2-3 hour strategy session to align priorities, refine your financial and operational strategy, and explore the downstream effects of your decisions.
Bookkeeping & financial organization
Bookkeeping & financial organization
Bookkeeping & financial organization
(Included in all packages)
Why it matters: Accurate financials mean fewer headaches and better decisions.
What you get: Cloud-based bookkeeping, reconciliations, and real-time reporting—so your finances are always organized, accessible, tax-ready. Need more support? Additional bookkeeping services can be added based on your needs.
Business & personal tax compliance
Business & personal tax compliance
Bookkeeping & financial organization
(Included in all packages)
Why it matters: Tax planning should be proactive, not reactive.
What you get: Full business tax compliance, personal tax filings, and strategic planning—so you’re not just compliant, but also optimizing for long-term financial success.
Ongoing access & support
Business & personal tax compliance
Ongoing access & support
(included in all packages, with varying levels of access)
Why it matters: You don’t just need advice at year-end—you need it when it counts.
What you get: Ongoing email & text support, guaranteed response times based on your package, and proactive insights when we spot something valuable for your business.
Starting your business? Let's set you up for success.
You've got the vision. Let's make sure the foundation is built to last.
Turning an idea into a business takes more than passion—it takes a clear structure, a scalable business model, and a financial strategy that makes sense. Whether you’re applying for funding, pitching investors, or setting up operations, you need a plan that give you confidence in your next steps.
Our business startup package gives you the structure and support to:
- Design your business model, so you know how you’ll operate and generate revenue.
- Build a business plan with financial projections that align with your goals.
- Create a funding strategy, so you understand your options for financing and investment.
- Plan for cash flow before you launch, so you start strong.
One-time engagement. No ongoing commitment—just the clarity you need to launch with confidence.
