Know what to do next
Use the startup checklist and annual compliance calendar to turn scattered obligations into a clear, repeatable plan.
Startup checklist · Compliance calendar
Business in a box. Clarity inside.
You build the business. We build the back office.
Practical, editable systems for the paperwork, finances, people, and compliance that keep your business moving.
Download, customize, and put your system to work.
Your system
Built on order.
01
Plan
Your priorities
02
Organize
Your records
03
Grow
Your confidence
Designed for results.
Our promise
Structure without the overwhelm.
01
Practical files you can edit and use
02
Clear instructions without administrative jargon
03
Built for small businesses and new nonprofits
Inside the box
The documents that turn work into a system.
Start with editable essentials, then choose customization or setup help when you need a closer fit.
Keep the money organized
Track invoices, expenses, and monthly budgets in editable workbooks designed for everyday business decisions.
Invoice tracker · Expense tracker · Budget workbook
Create consistent operations
Give customers and employees a professional experience with intake forms, onboarding documents, and adaptable policies.
Intake forms · Onboarding packet · Policy templates
Prepare for growth and funding
Use the grant-readiness checklist to find documentation gaps before an opportunity or deadline arrives.
Grant-readiness checklist · Setup guidance
Ways to work together
Start with files. Add support when you need it.
Final pricing depends on the package, customization, and support scope you select.
DIY Digital Kit
A ready-to-download foundation for hands-on owners.
$47–$97
- Editable core templates
- Startup and compliance checklists
- Budget, invoice, and expense tools
Customized Business Kit
A tailored toolkit aligned to your operation.
$297–$497
- Customized forms and templates
- Industry-relevant document set
- 60-minute setup session
Complete Setup
Hands-on help assembling your back-office system.
$750–$1,500
- Complete customized package
- Guided organization and setup
- Implementation support
Monthly Support
Ongoing administrative support as your needs evolve.
$250–$750/mo
- Recurring back-office assistance
- Document and process upkeep
- Support scope matched to your business
You built the mission
Now give it a back office that can keep up.
Choose a ready-made toolkit or get help creating a system around the way you actually work.