Whether you have been in business for a year or for twenty, it is easy to get bogged down in the business side. The Grow package gives you a thinking partner for the decisions that keep you up at night, and a plan you can act on.
The Grow package
- Three 60 minute sessions a month for three months
- Messaging support between sessions
- All four Lean Towards Joy guides
- A written plan you keep after we finish
The package
$1,350 / month
For 3 months.
Prefer to go at your own pace?
Book single sessions at $325 per hour, as often or as rarely as you like.
Topics clients bring to me
What we can work on
- Where you are and where you want to beWhat does your business look like in 5 years? Solo or with a team?
- Knowing your valueThe going rates, how your prices stack up, and letting go of the fear around raising them.
- Your financial pictureSole income earner? Buying a house soon? Planning for retirement?
- Business structure and taxesIs it time for an S corporation? Are you setting aside enough?
- InsuranceHealth, liability, disability, and life insurance for you and your family.
- Billing and getting paidInvoicing, payments, insurance panels if you take them, keeping good records, and tools that make it easier.
- Payroll, hiring, and bankingTailored to your business structure, including your first employee or contractor.
- MarketingMessaging that fits your niche, your website, and your directory profiles.
- HIPAA, for health and wellness practicesThe technology you use to communicate with clients, and the policies behind it.
- Tools that give you time backScheduling, intake, reminders, and documentation, including AI tools that keep your customers' information safe.
- Minding operating expensesDon't pay for services you don't need.
Going further
Help with your tools, as you need it
Wondering which scheduling, invoicing, or bookkeeping tool fits your business, or whether an AI assistant is worth it? I'll help you weigh the options, check that they are safe for your clients' information, and work through specific questions as they come up. Each platform's own support team is your best resource for day-to-day training. Health and wellness practices, see the HIPAA page for the questions to ask any vendor.
Tool help
$325 / hour
Book a session whenever you need one, no package required.