
Stage 1B: Build Structure™
Financial Systems & Accounting Setup
- Focus:
- Lay the financial infrastructure for an organized, accurate, and scalable business.
- Best Fit For:
- Entrepreneurs preparing for a new business and ready to lay financial groundwork.
- Purpose:
- We set up, simplify, and standardize your financial systems so you can spend less time managing the details and more time leading your business. With a streamlined structure, financial data becomes more than just transactions—it becomes insight.
- Outcome:
- Your business is financially structured and organized, ready to launch, and grow.
- Timeframe:
- 1–2 weeks
Deliverables – What’s included in your setup:
- Accounting system selection
- Initial system configuration
- Chart of accounts development tailored to your business model
- Workflow setup and alignment for invoicing and payments
- Reconciliation process design to ensure accuracy and efficiency
- One-time advisory session on startup costs, capitalization, and launch timeline
Ready to Jump-Start Your Business?
➜ Phase 1 Combo: Complete Startup Foundation Package (plus Bundled Savings!)
- Best Fit:
- Entrepreneurs ready to hit the ground running with both legal and financial groundwork in place.
- Total:
- One-time base setup fee of $950 (
$1,100) plus agency filing and third-party fees billed at cost. - Timeframe:
- Approximately 2–4 weeks.
- Outcome:
- Your business is built on solid ground — legally sound, financially organized, and ready to grow. With every piece in place, you can move forward with clarity and confidence, fully equipped to launch with purpose, momentum, and peace of mind.
Turning Financial Complexity Into Clear Direction
With over 20 years as a CPA and finance leader, I’ve guided businesses through growth, transitions, and financial challenges of all kinds — and I’ve learned that true leadership is rooted in service. At ClearCourse Financial, my mission is to simplify complexity, uncover opportunities, and provide the clarity and confidence business owners need to move forward and lead with purpose.