CONSULTING SERVICES

The Strategy Most Won't Tell You. Delivered Directly to Your Business.

You built the business. Now build it smarter. Consulting for small business owners — operations, AI automation, LLC formation, and more. Solutions designed around your business.

West Point

U.S. Army Veteran

PMP Certified

Ernst & Young

Pfizer

PACKAGES

Your Starting Point

Every engagement starts with a free 30-minute discovery call — no commitment, no pressure. Just an honest conversation about where you are and where you want to go.

PACKAGE 01

Just
Starting

For the business owner
who's figuring it out — and
wants to make sure their
foundation is solid.

THIS IS FOR YOU IF...

You're just starting out,
making your business official,
or realizing you skipped some 
important steps early on.

WHAT'S INCLUDED

  • LLC formation guidance
    & filing support

  • Trademark application
    walkthrough

  • Logo and branding
    direction

  • Business bank account
    setup guidance

  • 30-day action plan

  • 2 follow-up check-in
    sessions

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PACKAGE 02

Up &
Running

For the business owner
who's up and running —and
ready to stop spinning their wheels.

THIS IS FOR YOU IF...

You're already in business,
but something isn't clicking — revenue, operations, online presence, or all three.

WHAT'S INCLUDED

  • Revenue & operations audit

  • Custom optimization roadmap

  • AI automation setup for daily tasks

  • Excel model review & improvement

  • Website & social media strategy session

  • 4 strategy sessions over 60 days

  • Email support between sessions

PACKAGE 03


All In

For the business owner
who's ready for a real
partner — not just advice,
but someone in it with them.

THIS IS FOR YOU IF...

You want deep, hands-on
help transforming how your
business runs from the
inside out.

WHAT'S INCLUDED

  • Everything in Up & Running

  • Full business systems overhaul

  • Custom financial model build

  • Brand & digital presence rebuild

  • 6 strategy sessions over 90 days

  • Priority email & voice note access

  • 30-day post-engagement support

Already know which one you need? Great.

Not sure yet? That’s okay too. Let’s talk..

Book a Free Call →

Individual Services

Need Something Specific?

These can be added to any package or booked on their own — no full engagement required.

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Trademark Application Support

Guided support through the USPTO filing process — from review to submission. Fee: $450+

Free Discovery Call →
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1:1 AI Platform Coaching

Work with me to find the right AI tools for you. Cut manual tasks and work smarter. Sessions: $99+

Book a Session
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Excel Model Build or Review

Custom spreadsheets built for your business — budgets, forecasts, or KPI dashboards. Fee: $375+

Free Discovery Call →
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Social Media Strategy Session

Pick the right platforms for your business and learn how to use them with confidence. Flat fee: $275

Book a Session