Delivering Comprehensive Professional Services

Our analysis demonstrates that organizations achieve superior outcomes when guidance is rooted in verifiable data, meticulous planning, and sustained collaboration.

By integrating adaptive methodologies, we deliver comprehensive solutions that optimize resources, reduce risk, and help clients achieve sustainable, measurable growth.

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Small Business Formation Prep (STATE FEES NOT INCLUDED)

Perfect for new entrepreneurs who need a clean, compliant start.

•  Articles of Organization preparation

• EIN guidance (support + step-by-step instructions)

• Operating Agreement (template included)

• Initial compliance checklist

• 45‑minute virtual consultation for questions and next steps

Nonprofit Formation Prep (STATE FEES NOT INCLUDED)

For founders preparing to launch a nonprofit organization.

• Articles of Incorporation preparation

• EIN guidance (support + step-by-step instructions)

• Initial board compliance checklist

• Mission/vision refinement

• 45‑minute virtual consultation for structure, strategy and next steps

from $175.00

Lean Business Plan:

  • Mission, services, target market

  • Financial snapshot

  • Strategic goals

  • Bank-ready format

Full Business Plan (includes all parts of lean business plan):

  • Market analysis

  • Organizational structure

  • Program/service description

  • Financial projections

  • Grant-aligned narrative structure

from $125.00

  • Review of current operations

  • SWOT -style assessment

  • 90-day strategic roadmap

  • 60-minute virtual session

  • Custom action plan

  • Follow-up email with resources

$200.00

Simple structures, light customization, and 1 revision

Document types:

  • Operating Agreements

  • By-laws

  • Policies

  • Procedures

$175.00

Full customization, consultation, and 2 revisions

Document types:

  • Operating Agreements

  • By-laws

  • Policies

  • Procedures

$225.00

Covers state, county, and city requirements.

• Business license review

• Local Business Tax Receipt guidance

• Annual report status check

• Compliance recommendations report

$150.00

• Annual report reminders

• Local compliance reminders

• Email support

• Priority scheduling

$40.00 every month

  • Review of organizational documents

  • Funding alignment analysis

  • Required document checklist

  • 30‑minute strategy call

$175.00

  • Narrative outline

  • attachments list

  • Budget prep guidance

  • Submission timeline planning

$250.00

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