Frequently asked questions
This is general business guidance, not legal, tax or accounting advice.
Is the checkup free?
Yes. The checkup is free and there's no obligation.
How long does it take?
30 minutes, by phone or video call.
Who is it for?
Small-business owners and people getting ready to launch who want clearer processes, simpler systems or a better handle on day-to-day operations. You don't need to prepare anything or share financial documents to book.
What should I bring?
Nothing. You don't need to prepare anything or share financial documents to book.
What happens after I submit the form?
We read your request and email you within one business day to pick a time for the call. You'll also get a one-page small business operations checklist right away on the next page.
Do I have to buy anything?
No. If you'd like help afterward, we'll talk about it then; if not, the summary is yours to keep.
Are you a lawyer or CPA?
No. We're not lawyers or CPAs, and the checkup isn't legal, tax or accounting advice. When something needs one, we'll suggest you talk to a licensed professional.
Do you earn commissions?
We may earn a commission from some partner links, at no extra cost to you. It doesn't change our recommendations. See our affiliate disclosure.
What happens to my info?
We use your info only to respond to you and set up your call. We don't sell your information. See our Privacy Policy.
Do you promise results?
No. The call is a planning conversation, not legal, tax, accounting or financial advice. What changes in your business depends on your situation and the steps you choose to take.