Vision Questionnaire: assessment to measure the current status of your business and determine which 3 strategic objectives to prioritize.
Extensive Systems Audit: review of 7 core areas of your business including financial, steadiness, operational efficiency, product creation/refinement, customer experience, visibility, team and personal/professional growth.
Deep Dive Accounting Database Review: a thorough review of your bookkeeping set-up and practices along with analysis for accuracy.
Goal-Setting & Project Identification: create an actionable plan for scaling the business based on the systems audit.
Timeline Plan: to develop a seamless timeline for top priorities for implementing systems, hiring team, etc.
Quarterly Check-in Sessions (4): accountability calls to ensure your vision remains in action.