We design modern, professional websites and digital systems that support intake, compliance, and scalable service delivery. Our focus goes beyond design — we build platforms that help organizations capture data, route referrals, automate tasks, and operate more efficiently.

Includes:

• Strategic website structure and page layout

• Mobile-responsive design and brand alignment

• Custom intake, referral, or interest forms

• CRM integration (HubSpot, Zoho, Salesforce)

• Automated triggers, tagging, and email confirmations

• Partner or program resource pages

• Document libraries and upload tools

• Scheduling integration and calendar logic

• Simple SEO structure: titles, headers, and indexing

• Secure hosting setup, domain connection, and admin controls

Outcome:

A clean, credible online presence that functions as an operational tool — reducing administrative work, improving intake flow, and supporting reporting needs for lenders, grant partners, or program administrators.

Hourly Rate: $75/hr
A minimum of four (4) billable hours ($300) is required to initiate services. All time, including the initial four hours and any additional work thereafter, is tracked and invoiced in 0.15-hour (9-minute) increments at $75/hr.

We build practical, data-informed marketing strategies and social content plans that strengthen brand presence, increase visibility, and support customer acquisition. Our approach focuses on positioning, messaging clarity, content structure, and channel execution that aligns with organizational goals and available capacity.

Includes:

• Brand voice and messaging framework

• Target audience segmentation and needs assessment

• Marketing plan outline tied to goals, budget, and timelines

• Content calendar and posting structure

• Platform selection and optimization (LinkedIn, Facebook, Instagram, etc.)

• Lead generation pathways and conversion strategy

• Messaging refinement for social posts, campaigns, & newsletters

• Basic analytics review and performance recommendations

• Visual brand consistency guidance

Outcome:

You receive a marketing approach that is realistic, strategic, and executable — including direction on how to communicate value, strengthen audience engagement, and increase visibility without overwhelming internal resources.

Hourly Rate: $75/hr
A minimum of four (4) billable hours ($300) is required to initiate services. All time, including the initial four hours and any additional work thereafter, is tracked and invoiced in 0.15-hour (9-minute) increments at $75/hr.

We prepare competitive, compliance-aligned grant applications and RFP/RFQ responses that clearly articulate capabilities, program design, methodology, and projected impact. Our approach strengthens applicant credibility, aligns proposals with funder and agency expectations, and helps organizations secure funded opportunities that support mission and capacity growth.

Includes:

• Full review of solicitation scope, eligibility, and scoring criteria

• Drafting proposal narrative with required components

• Technical approach and methodology development

• Budget structure, pricing forms, and cost justification

• Implementation timeline, milestones, and deliverables

• Organizational qualifications, staff bios, and past performance

• Performance metrics, reporting logic, and impact outcomes

• Compliance alignment (state, federal, procurement, and TA funding)

• Formatting, attachments, and document packaging

• Proposal organization, cloud folder structure, and upload readiness

Outcome:

A complete, polished, submission-ready proposal that is clear, strategically structured, and responsive to funder priorities — improving competitiveness and increasing the likelihood of award.

Hourly Rate: $75/hr
A minimum of four (4) billable hours ($300) is required to initiate services. All time, including the initial four hours and any additional work thereafter, is tracked and invoiced in 0.15-hour (9-minute) increments at $75/hr.

We build lender-ready, investor-aligned business plans that translate vision into structured, data-supported strategy. Our business plans are designed to support capital applications, internal planning, stakeholder alignment, and market validation. Each plan is customized to fit industry dynamics, financial targets, funding needs, and organizational readiness.

Includes:

• Full business model development

• Market research and competitive analysis

• Revenue streams, pricing strategy, and unit economics

• 12–36 month operating roadmap

• Organizational structure and staffing strategy

• Go-to-market plan and customer acquisition pathways

• Risk, milestone, and implementation timelines

• Break-even analysis and performance triggers

• Financial projections, budgets, and assumptions

• SBA, lender, and investor-focused narrative alignment

Outcome:

A clear, structured plan that demonstrates readiness, supports funding decisions, and creates internal alignment around execution and financial goals.

Hourly Rate: $75/hr
A minimum of four (4) billable hours ($300) is required to initiate services. All time, including the initial four hours and any additional work thereafter, is tracked and invoiced in 0.15-hour (9-minute) increments at $75/hr.

Efficient internal processes create capacity, increase profitability, and improve performance. We assess current workflows, identify operational gaps, and design scalable systems that simplify execution and position organizations for growth.

Includes:

• End-to-end process mapping and efficiency audits

• SOP creation, documentation, and staff training

• Internal communication and accountability systems

• Project workflows, ticketing systems, and approval routing

• Time, labor, and cost-to-serve analysis

• CRM configuration, pipeline design, and automation setup

• Policy development (procurement, reporting, task management)

• Workflow simplification to eliminate redundancy

• AI-assisted process automation strategies

• KPI structure tied to system performance

Outcome:

Organizations walk away with clear, documented processes, stronger internal accountability, faster turnaround times, and an operational framework built to scale.

Hourly Rate: $75/hr
A minimum of four (4) billable hours ($300) is required to initiate services. All time, including the initial four hours and any additional work thereafter, is tracked and invoiced in 0.15-hour (9-minute) increments at $75/hr.

We help organizations build strong financial infrastructure — moving beyond basic bookkeeping to strategic modeling, cash-flow management, and performance measurement. Our advisory approach ensures leaders understand their numbers, make informed decisions, and are prepared for capital conversations with confidence.

Includes:

• KPI development and dashboard design

• Cash-flow forecasting and 12–24 month budget modeling

• Break-even, margin, and capacity analysis

• Revenue projection modeling (market, pricing, sales pipeline, and cost basis inputs)

• Standardized cost-tracking systems and chart of accounts setup

• Tooling and financial system recommendations

• Loan-readiness financial narratives (assumptions, uses, repayment timelines)

• QuickBooks cleanup, alignment, and reconciliation support

• Financial policy creation (reserves, reimbursement, expense controls, procurement thresholds)

Outcome:

Owners and organizational leaders gain visibility into financial performance, drivers of profit, and cash risk. They move forward with lender-ready models, confident capital requests, and structured financial systems that scale as they grow.

Hourly Rate: $75/hr
A minimum of four (4) billable hours ($300) is required to initiate services. All time, including the initial four hours and any additional work thereafter, is tracked and invoiced in 0.15-hour (9-minute) increments at $75/hr.

Clear financial strategy is the foundation of long-term business success. We help entrepreneurs and small business owners build data-driven plans that support growth, funding, and operational decision making. From multi-year financial forecasting to cash-flow modeling and breakeven analysis, we deliver the clarity lenders, board members, and partners expect from a well-run organization.

Services Include:

• 3–5 year financial projections

• Cash flow modeling and forecasting

• Profit and margin analysis

• Break-even calculations

• Scenario and sensitivity modeling

• Pricing and cost strategy evaluation

• Financial dashboards and KPI reporting

• Budget development and controls

• Revenue planning and forecasting cycles

Outcomes You Can Expect:

• Clarity on financial viability and growth potential

• Transparent projections trusted by lenders and partners

• Data-backed decision making

• Improved cash management

• Identified cost efficiencies and margin opportunities

• Forecasts tailored to capital access, grant compliance, and investment cases

Ideal For:

• Businesses seeking capital or lender approvals

• Companies preparing for scaling or expansion

• Organizations needing professional forecasting or board-ready materials

Hourly Rate: $75/hr
A minimum of four (4) billable hours ($300) is required to initiate services. All time, including the initial four hours and any additional work thereafter, is tracked and invoiced in 0.15-hour (9-minute) increments at $75/hr.

We prepare business owners for funding opportunities and guide them through the capital process.
Includes:

• Financial assessment and projections

• Capital stack planning

• Loan packaging and application support

• Investor and lender preparation

• Pitch materials and business plans

Outcome:
Business owners approach capital with clarity, credibility, and complete documentation.

Hourly Rate: $75/hr
A minimum of four (4) billable hours ($300) is required to initiate services. All time, including the initial four hours and any additional work thereafter, is tracked and invoiced in 0.15-hour (9-minute) increments at $75/hr.