Entrepreneurs
The Journey
Documenting processes, establishing a business plan, and understanding accounting are essential for success:
- Documented Processes: Ensures consistency, efficiency, and scalability, and makes training easier as your team grows.
- Business Plan: Provides clarity on your goals, guides decision-making, helps secure funding, and allows you to track progress while mitigating risks.
- Accounting: Manages & accounts for transactions, ensures tax compliance, helps with cash flow management, and supports informed decision-making.
Most Commonly Skipped

Business Plan
The first business asset to create that is essential to success and vision of a new endeavor,

Business Structuring
Establish instant business value and ensure better optimization through documenting business processes.

Financials
Internal and external benefits of understanding and practicing financials equals stability.
6
Skipped Essential Processes
90%
Of Startups Fails
4.7 mil
Average Startups Each Year (US)
Overcome the Odds
Frequently Asked Questions
What are the 6 essential business processes to define?
The pillared areas are sales, human resources, financials, materials, data management.
What areas of business planning does your team help with?
Our team partners to understand the business idea and then moves next to define the following;
- Executive Summary
- Company Description
- Market Analysis
- Organization and Management Structure
- Financial Projections
and more.
What are financial statements?
They are essential documents that provides a glimpse into the financial health of your business on a daily, monthly, or yearly basis. A profit & loss (P&L), Income statement, and a Balance Sheet are common reports that can ultimately increase your chances of funding, taking on partnerships / mergers, or help justify the price for the sale of your business!
Is there any special software I need in placed before starting?
No but, ideally it is very helpful to jumpstart our collaboration. If you don’t, we are happy to recommend cost effective tools to get you along your way!
Are you able to meet remotely?
Absolutely! We are flexible in working with you and your team online or in person.