Quick Start Foundations for Your New Business

Whether or not you’ve read the book “Profit First” by Mike Michalowicz, you may be wondering how your business measures – how truly HEALTHY your business is. 

Are you tired of spinning your wheels, trying to navigate the complex world of business on your
own? Do you find yourself lost in a sea of information, wasting countless hours on YouTube tutorials? 

It’s time to break free from this cycle of frustration and uncertainty.

We’ve designed a program that will save you precious time and energy while giving your business a confident start.

Quick Start Foundations:
Your Path to Business Success

We understand the frustration of trying to figure things out on your own, especially in areas like bookkeeping and business management. Our Quick Start Foundations program is designed to tackle these challenges head-on, so you can focus on what should be your number one priority: growing your business.

The benefits of Quick Start Foundations go beyond saving time. They’re about unleashing your business potential. It’s like adding jet fuel to your business – propelling you forward with unparalleled momentum. You’ll be equipped to make informed decisions, seize opportunities, and achieve your goals.

Here’s what’s in store for you:

Mutual Funds

Establishing a Strong Foundation

● Quickbooks Online account setup

● Linking bank accounts and credit cards

● Customized chart of accounts

● Introduction to the Profit First Methodology

Other Services

Mastering Bookkeeping

● Basic bookkeeping principles

● Process establishment

● Revenue review and income management

● Bills, invoicing, and AP aging

● Reconciliations and running reports

● Identifying pain points and avoiding pitfalls

Insurance Planning

Driving Profitability

● A deep dive into the Profit First Methodology

● Business health check

● Account setup

● Managing operating expenses

● Understanding the cost of goods and supplies

● Creating a forecast and setting goals

Cash Flow Forecasting

Building for the Future

● Defining your business vision, mission, and values

● Identifying top clients and unique offerings

● Implementing effective systemization


Session 1: QuickBooks Set Up
  • ● Establish a Quickbooks Online account for your business
  • ● Link all bank accounts and credit cards to QBO
  • ● Establish a Chart of Accounts that is customized to your business and beneficial for you to use for making strategic decisions
  • ● Profit First overview and set up
Session 2: Basic Bookkeeping
  • ● Establish processes and procedures
  • ● Review revenue and capturing of income
  • ● Review bills, invoicing, and AP aging
  • ● Reconciliations
  • ● Running Reports
  • ● Pain points and pitfalls
Session 3: Profit First
  • ● Business healthcheck
  • ● Set up of accounts with understanding of purposes
  • ● Operating Expenses: Fixed vs. variable
  • ● Cost of Goods vs. Supplies & Materials
  • ● Establish calculator for transfers
  • ● Forecasting
  • ● Goal setting and processes for achieving
Session 4: Business Overview and Progress Forward
  • ● Vision – Mission – Purpose – Values – Immutable Laws
  • ● Top Clients
  • ● Unique Offering
  • ● Systemization

Price: $1,997

With Quick Start Foundations, you’ll save time, energy, and countless headaches. Don’t hesitate to take the leap – secure your spot now and give your business the head start it deserves.


A: Our program is tailored specifically for new businesses and focuses on practical application. We provide hands-on guidance, step-by-step instructions, and real-world examples that are relevant to your business’s unique needs.

A: No prerequisites are required to join the program. Whether you’re new to business or have some experience, our program is designed to provide valuable insights and strategies for all participants.

A: Absolutely. The principles and strategies covered in the program are applicable to businesses of all types, including online, brick-and-mortar, and service-based businesses.

Absolutely! You can book a quick call with our team using this link.

Don’t see your question here? Feel free to reach out to Eowyn clicking here for more information.



    Ready to Get Started? Let’s Build Your Business Together

    Running a business comes with its challenges, but there’s no need to go it alone. Our Quick Start Foundations service is here to provide you with expert guidance, making sure you never feel lost again.

    Your journey to a successful business launch starts here. If you’re ready to take the leap, simply provide us with some details, and we’ll guide you through the enrollment process. Fill out the
    form below, and we’ll be in touch shortly.

    QBO Bookkeeping Evaluation Service Checkout Form