$2,497.00 USD

An account already exists with this email address. Is this you?

Sign in

Platinum Success Blueprint

Build the successful care business you've dreamed of with our Platinum Success Blueprint

This package transforms the challenge of building a thriving assisted living facility into an exciting and manageable adventure.

With our blueprint, you get a crystal-clear guide to success. We focus on your unique financial vision, crafting plans tailored just for YOU.

By aligning with your profit goals, we chart a course to financial success, tailored to boost your bottom line.

Here's how we can help you:

✅ 1-on-1 Tailored Visionary Consultation via Zoom: Personal meeting with an expert who will listen to your vision and help plan your business's financial future.

✅ One (1) Entity-Type Selection: Advice on choosing the right legal structure (like LLC, S-Corporation, C-Corporation, or Partnership) for your business to save on taxes and reduce risk.

✅ Entity Transition Plan: A step-by-step guide if you need to change your business structure to suit your growing needs.

✅ Bookkeeping Set-up: Setting up a system to track your financial transactions cleanly and accurately.

✅ Beneficial Ownership Information Report Filing: Help with the paperwork that's needed to report who owns and benefits from the company.

✅ Expert Business Banking Setup Advice: Guidance on selecting and setting up the best bank accounts for managing your business's money.

✅ Bookkeeping Checklist: Stay on top of your finances with a comprehensive bookkeeping checklist, curated to streamline your processes and enhance accuracy.

✅ DUNS Setup: Support in establishing your business's credit profile and building credit with vendors and lenders.

✅ Non-profit Setup: Launch your non-profit with ease! Our Non-Profit Setup service streamlines the state filing process, getting you one step closer to making a difference. 

 BONUSES:

🏆 Personal Goal Assessment

🏆 Business Target Analysis

🏆 Emergency Tax Deduction Checklist

🏆 Customized Tax Plan

🏆 Two 30-minute Support Calls