CPA-Ready in One Week — Without Overwhelm
Designed for creatives, professionals, and entrepreneurs who need a clear starting point.
The 7-Day Tax Reset for Entrepreneurs is a practical workbook and support pathway designed to help business owners organize their records, clarify income and expenses, and prepare for a smoother CPA conversation.
Whether you want a self-guided reset or higher-touch support, this offer helps turn scattered paperwork into a more usable financial picture.
CORE AREAS OF SUPPORT
Executive Assistant Support (AI-Enhanced)
Inbox and communication management
Calendar and scheduling systems
Client coordination and follow-up
Document and workflow organization
Operations & Systems
Workflow and process creation (SOPs)
File and digital organization
CRM and email system setup
AI integration for efficiency
Business & Creative Support
Offer and service structuring
Website and content direction
Digital product organization
Launch and project support
Start Here
The 7-Day Tax Reset
Starting at $27
Not every client needs an ongoing retainer.
The 7-Day Tax Reset is a focused first step for business owners who need clarity before committing to deeper support.
Not every client needs an ongoing retainer.
The 7-Day Tax Reset is a focused first step for business owners who need clarity before committing to deeper support.
WORK WITH US
We work with a limited number of clients to ensure focused, high-quality support.
FOUNDATION — $600/month
This foundational level of support provides 5–8 hours per month focused on managing your inbox and calendar, handling essential administrative tasks, and maintaining overall organization. It includes a monthly check-in to ensure alignment and progress, making it ideal for those who need consistent, reliable support without added complexity or overwhelm.
GROWTH — $1,200/month
This level of support includes 12–18 hours per month dedicated to building and refining your systems, improving workflows, coordinating client communication, and supporting ongoing projects. With bi-weekly communication, we stay aligned and responsive as your business evolves, making this an ideal fit for founders and professionals who are actively growing and need structured, reliable execution.
STRATEGIC — $2,400/month
This is a high-level partnership designed for clients who require priority access and deeper involvement. We provide hands-on support across systems, strategy, and execution, including launch support or business restructuring when needed. With consistent weekly communication, this level is best suited for high-capacity leaders who are moving quickly and need a trusted partner to help carry and implement the vision.
Ready to bring structure and clarity to your business?
Email us directly or schedule a 30-minute consultation to explore fit.
Ask us anything
What can we expect from the initial consultation?
A focused conversation to understand your current challenges, goals, and where structured support can create the most impact.
What types of clients do you work with?
We work with founders, professionals, creatives, and service-based businesses who value high-level support and strategic organization.
Do you offer flexible pricing?
We offer structured monthly packages, with flexibility depending on scope and level of support required.
What industries do you specialize in?
While we have experience across various industries like architecture, fine art, nonprofit and B2B, we excel in working with midsized businesses, startups, and luxury brands.
How do you measure success?
Success is measured through clarity, efficiency, and tangible improvements in your systems, communication, and workflow.
How do you tailor your services?
Each engagement is adapted to your needs—whether ongoing support, system setup, or project-based work.
Can you help build internal systems or teams?
Yes. We can help develop in-house processes, train team members, and recommend or coordinate additional support when needed.
How quickly will we see results?
Many clients experience increased clarity and organization within the first few weeks, with deeper improvements over time.