Individualized Programs

Working with each client individually, we offer a variety of programs that will help you improve the aspects of your business that you feel need the most help.

Exceptional Entrepreneur

An interdisciplinary program that focuses on the important aspects of a business and the individual behind it all.

Financial Literacy

Make sense of your financial data. This program includes your own workbook, and access to the online learning platform on which the course is held.

Strategic Coaching

Re-examine your company’s vision, mission, values, and goals. Take a closer look at every aspect of your business, identify shortfalls, and create short- and long-term goals to address them.

Succession Planning

Enhance your overall wealth instead of jeopardizing your biggest retirement asset —your company. We’ll help you carefully prepare for your succession and show you how to increase the value of your business prior to your exit. 

Additional Support

General Coaching

Please schedule a consultation with Lana or Linda to find out if you are eligible for this support package.


General Ledger setup and system training alongside a one-year subscription to QuickBooks Online.

This package includes three months of weekly meetings to answer any questions and to ensure that the system is running properly.

Have Questions?

Schedule a consultation with us and we’ll help you decide which option is best for your current stage of business.

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