Frequently asked questions

Do you do bookkeeping or taxes?

We do not. BUT, we work with a trusted network of financial professionals that we can refer you to. 

What stages of businesses do you help?

Our trainings and templates are open to all stages of business, from pre-revenue to close to an exit.

We typically work with businesses that have been operating for at least 3 years and have generated a minimum of $250,000 in revenue for our business financial planning or 1:1 work.

What are services vs. training?

Our services include business financial planning and 1:1 work with business executives. Our trainings include a variety of 
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