Business Clarity Call

Let’s assess your business needs and determine the best next step!

Feeling overwhelmed by your business finances or unsure of your next move? The Business Clarity Call is a complimentary 20-minute consultation designed to help you gain direction and determine the best next step for your business.

During this call, we’ll discuss your current challenges, goals, and financial structure to identify opportunities for improvement and growth. This session is not a deep-dive strategy call — it’s a focused conversation to ensure we’re aligned and to determine if Clarity & Ledger services are the right fit for your needs. No matter your needs, this is the best place to start.

Ideal for:

• New ambitious business owners with a great idea, but unsure where to start

• Entrepreneurs needing guidance on next steps

• Business owners exploring advisory or financial services

• Business owners looking to expand services or products, scale to sale or buy out

• Dreamers who have an idea, but have yet to even pick out a business name or service/product

Too many more scenarios to name, no matter the idea, problem or question...let's start here!

You’ll leave with clarity on your situation and a recommended path forward.

Clarity Success Session

A focused, working session to build financial clarity, systems, and growth direction.

The Clarity Success Session is a business and financial strategy workshop!

This 60-minute working session was designed for current business owners to provide actionable insight, structure, and financial direction for your business.

This is a high-impact, personalized consultation where we focus on your unique business needs — whether that’s improving cash flow, organizing financial systems, preparing for tax season, selecting the right technology tools, or creative way to ensure you are building a sustainable growth strategy.

You won’t leave with generic advice. You’ll leave with clarity, direction, and a practical action plan.

Starting at $250 a session

Clarity Launch Suite

Elevating your business from the very beginning!

The Clarity Launch Suite is a premium business setup experience designed for entrepreneurs who want to launch with confidence, structure, and financial clarity from day one.

This done-with-you service eliminates the guesswork of starting a business. We help you establish the proper foundation — from business registration support to financial systems setup — so your operations are professional, organized, and scalable.

Whether you’re launching your first business or restructuring an existing one, the Clarity Launch Suite ensures your business starts strong and stays compliant.

What’s Included:

✔ Business "Wildest Dreams Exercise"

✔Brand Identity Creation

✔Target Customer Strategy

✔ Business structure and entity guidance
✔ EIN and registration support

✔ Business Presence Support

✔ Website, Domain Name Creation Support

✔ Domain based business email address and mailbox support
✔ Business banking setup recommendations and connections
✔ Accounting software Support (QuickBooks or equivalent)
✔ Financial systems Recommendations
✔ Compliance and operational best practices
✔ Personalized onboarding walkthrough

The Clarity Launch Suite Investment: $750 total

Custom Plans and Pricing Available

A $250 deposit is required to reserve your Clarity Launch Suite spot and initiate onboarding. The remaining balance of $500 will be invoiced after your intake form is completed and must be paid before your scheduled launch session.

Clarity Advisory Membership

Your on-call business advisor for growth, strategy, and clarity.

The Clarity Advisory Membership provides ongoing, high-level business support for entrepreneurs who want consistent guidance across finance, accounting, tax strategy, systems, operations, people and business growth.

This is a retainer-based advisory service designed to give you direct access to an experienced business advisor who helps you make smarter decisions, optimize your operations, and scale with clarity. While connecting you to a trusted network of resources, other entrepreneurs and key relationships for scalable growth.

Each session is personalized to your business goals and current challenges, and tracked meticulously for steady growth.

What’s Included:

✔ Monthly 60-minute strategy call (or more)
✔ Financial and operational guidance
✔ Accounting and system optimization advice
✔ Tax planning support (advisory only)
✔ Technology and process recommendations
✔ Business growth strategy
✔ Email support between sessions (optional add-on later)

Plan Details:

Starter Advisory

(2 calls per month — 60 minutes)

Growth Advisory

(3 calls per month — 60 minutes each plus 1 half hour on demand connect call each month plus unlimited email support)

Premium Advisory

(Weekly support — 4 scheduled calls/month plus included unlimited on demand connect calls, texts and email support)

Investment begins at $450 a month. Custom packages available.

$250 required deposit. Subscription invoicing to begin after first connect call. Clients will be billed on the same day each month following initial connect call date.