Question 1

Healthy Business Foundations - Is this a good fit if I have already been in business for a year or two?

Accepted Answer

Yes, as long as your financial foundation was never fully set up. If your business is already generating consistent revenue and your main challenge is profitability and structure, the Financial Health Assessment may be a better starting point.

Question 2

Healthy Business Foundations - Is this a course I watch at my own pace?

Accepted Answer

Not exactly. Before anything is created, I review your intake form so that what you receive is built specifically around your business, your numbers, and your goals. Then personalized videos and resources will be sent out to you, which you can then watch at your own pace.

Question 3

Financial Health Assessment - How is this different from bookkeeping cleanup?

Accepted Answer

Bookkeeping cleanup organizes your records. The Financial Health Assessment analyzes what those records actually mean, covering profit margin, owner pay sustainability, cash runway, tax exposure, and offer-level profitability.

Question 4

Financial Health Assessment - Is this the same as the Phase 1 diagnostic in Healthy Income Strategy?

Accepted Answer

It covers the first part of Phase 1, which is why the $375 fee is credited toward that investment if you choose to continue with the Healthy Income Strategy. If you are already confident you want the full program, you can start directly with Healthy Income Strategy.

Question 5

Healthy Income Strategy - What makes this different from financial coaching?

Accepted Answer

This is not coaching. It is structured financial implementation. The program installs a financial system into your business and holds you accountable to maintaining it over 12 weeks.

Question 6

Healthy Income Strategy - What happens after the 12 weeks?

Accepted Answer

You have the option to continue with lighter touch support alone or Bookkeeping Services, where that support is built in. Either way, we will continue to focus on monitoring, adjusting, and accountability.

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