NEW BIZ SET-UP PACKAGES

Get your new business set-up quickly, with friendly guidance the whole way through

3 Sessions
1 x 110 minutes and 2 x 90 minutes
On Zoom /or/ in person in Seattle
$1340

Must be used within 8 weeks
Two payments, due 1st and 2nd session

The promise Together, we build a strong foundation for you and your business to grow on! I will make sure that you understand everything that we do, and that it feels easy and fun!

Common results Excitement! Little or no fear about taxes and running the business. Charging the right amount, so you earn enough. A schedule that fits your needs and is sustainable.

Package options

Choose from:

  • Pre-set templates that we customize to you.

  • We build one from scratch, using the menu below.

If you’re not sure what you need, we can figure it out together! Schedule a free 20-min Zoom chat.

Pre-Set Templates

  • New Biz Set-up from Scratch

  • Finish Biz Set-up Together

  • New Biz Set-up for Therapists

  • Running the Biz Side of your Private Practice

THEMES + TOPICS MENU

Here are some options to browse. Please note that topics vary in size! In most cases, we can fit 2-6 in a package.

Licensing+
Biz Reqs

  • Choose biz entity

  • Optional, set up LLC/PLLC

  • Get your EIN, all biz licenses and initial paperwork filed

  • How to keep up with ongoing biz requirements

  • Get all important dates on your calendar

Money+
Taxes
♡

  • Choose your pricing

  • How to pay yourself, save for taxes

  • Learn how taxes work

  • Find your custom, estimated IRS tax rate

  • Set up bank accounts, payment options

  • Set up your custom book$ routine and tools

  • Set up some “benefits” for yourself ~ PTO fund, FMLA, bonuses, retirement, other

Time + boundaries
♡

  • Design your salary and schedule

  • Set your business hours

  • Create a work schedule that includes running the business side

  • Build in and protect: time off, vacations, holidays

  • Phases of business, how to grow through

  • Transition plan out of current job or contract

  • How to be a Great Boss

HOW IT WORKS

  • Check out the list above for ideas. If you’re not sure, list out all your questions, pain points, desires … and bring to the our first meeting, or free 20-min Zoom chat.

  • We’ll finalize this together. Please note: everyone works at different pace! Our checklist is a guide for us, we might get all, part, or more accomplished.

  • This one is a little longer, 110 minutes, do a short intake, set intentions, finalize our Checklist, and handle some logistics.

  • These are 90-ish minutes each.

  • It’s easy to go on to the next thing … and forget to savor the moment. Perhaps give yourself a reward for facing this work! Tell friends and family what you accomplished. Smile to yourself, and say, “Hey, I did that! I invested in my business and myself!”

  • With another custom package, or One Year of Biz Tending.

Curious to know more?

Ready to Schedule?

Click here to go to the Scheduling page

♡

I’m excited to meet you!
We’re gonna get stuff done,
in a way that feels great!