Espoir Advisory

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Answer six quick questions and we'll recommend your business stage and the right services — or browse the complete, current service catalog below.

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Build
2
Operate
3
Optimize
4
Grow
5
Scale

Complimentary Strategic Fit Call

Free · 15–30 minutes

Not sure which service is right for you? This qualification call helps determine your best starting point.

Book a Fit Call →

Build

Business Formation

Included in Foundation Business Setup ($497) or Strategic Business Setup ($1,800) below — not sold separately.

We evaluate which legal entity actually fits how your business earns, then handle the filing, your EIN, and your governing documents — the legal foundation ever…

You haven't legally formed your business yet

You're not fully confident your current entity is the right structure

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Build

Business Registrations & Licensing

Flat Fee · Investment determined based on your specific jurisdiction and permit requirements.

We research exactly which local, state, and industry-specific registrations and licenses your specific business needs, then handle the applications on your beha…

You've formed your entity but aren't sure what else you're legally required to have

You offer services that may require state or local licensing (salon, med spa, PMU, etc.)

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Build

Business Banking Setup

Advisory · Investment determined based on scope.

We assess your banking needs and guide you through choosing and opening the right business bank account — you complete the account opening directly with your ba…

Your business and personal finances are still mixed together

You're not sure which bank or account structure actually fits your business

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Build

Financial Systems Setup

Implementation · Investment determined based on scope. A deposit may apply if a paid software subscription is being set up on your behalf.

We configure your bookkeeping software, build a chart of accounts around how your business actually earns, and train you to use it — so ongoing Bookkeeping has …

You have no bookkeeping system or financial process in place yet

You want your chart of accounts built around actual beauty-industry revenue types

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Build

Business Credit Development

Recurring Advisory Retainer · Investment determined based on your starting point, billed monthly or quarterly.

We build your business credit profile deliberately — the right registrations, the right trade lines, in the right order — as an ongoing advisory relationship, n…

You don't have a business credit profile separate from your personal credit

You want credit-building to start now, not years from now

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Operate

Bookkeeping

Recurring subscription, billed monthly. A cleanup-phase deposit may apply if you're entering with significant historical backlog.

We maintain accurate, organized, transaction-level financial records for your business on an ongoing basis — categorizing transactions, reconciling accounts, an…

Your books are behind or messy

You've never had a consistent bookkeeping system

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Operate

Accounting

Recurring subscription, billed monthly or quarterly depending on your statement cadence.

We interpret the records maintained through Bookkeeping — preparing financial statements, making appropriate adjustments, and helping you understand what your n…

You have financial records but don't understand what they mean

You want real statements, not just a transaction list

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Operate

Business Compliance

Recurring subscription, typically annual or aligned to your compliance calendar. Government fees passed through separately.

We track and manage your ongoing state, local, and industry compliance obligations — annual reports, license renewals, and other recurring filing requirements —…

You're worried you might be missing a filing or deadline

You want one place tracking every compliance obligation

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Operate

Payroll Advisory

Flat fee for initial setup. An optional recurring advisory retainer is available for ongoing compliance guidance beyond setup — recurring processing is never part of the scope at any tier.

We help you plan the right payroll approach, classify workers correctly, and select the right provider — we coordinate with a third-party payroll provider; we d…

You're hiring your first employee or contractor

You need payroll set up correctly without us processing it for you

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Operate

Financial Reporting

Recurring subscription, typically aligned to your Accounting cadence.

We walk you through what your financial statements actually mean — what the trends show, and how to use that information to make real decisions. This is intenti…

You receive financial reports but don't fully understand them

You want to actually read your own statements with confidence

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Operate

Operational Systems Development

Deposit may apply for the initial system-build phase, followed by a recurring advisory retainer.

We document and build repeatable operational systems in place of founder-dependent processes — a phased engagement that continues evolving as your business grow…

Your operations aren't consistent or repeatable

Your business runs entirely on your memory and presence

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Operate

Financial Organization

Flat fee, one-time. A deposit typically applies given the labor-intensive nature of the work.

We organize your underlying financial documentation so it's genuinely retrievable — closing the gap between accurate summary numbers and being able to actually …

Your financial documentation is scattered or disorganized

You're not sure your records would hold up if a lender asked to see them

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Optimize

Tax Planning

Delivered as part of Tax Strategy & Profit Optimization below, or scoped individually — investment determined based on scope.

We build a proactive, year-round tax strategy around your actual business — working with you throughout the year on strategies that only work if they're acted o…

You're paying more in taxes than you should with no proactive strategy

You want decisions made before year-end, not after

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Optimize

Tax Preparation

Recurring, annual cycle. Investment determined based on scope and complexity.

We prepare and file your business tax return accurately and on time — ideally reflecting a full year of Tax Planning strategy, though available on its own as we…

You need your tax returns filed accurately and on time

You want a return that reflects a full year of proactive strategy, not last-minute scrambling

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Optimize

Profitability & Financial Performance Analysis

Flat fee. Investment determined based on scope.

We identify exactly what's driving or limiting your profitability — segmented findings tied to real decisions like pricing, service mix, and cost management, no…

You don't know what's driving or limiting your profitability

You're profitable overall but can't say specifically why

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Optimize

Cash Flow Strategy

Advisory engagement. Investment determined based on scope.

We improve the predictability and health of your cash flow — a distinct diagnostic question from profitability, since a business can be profitable and still cas…

Your cash flow is unpredictable despite being profitable

You want to know when money is actually available, not just how much you earned

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Optimize

Entity Structure Optimization

Advisory engagement. Investment determined based on scope.

We evaluate whether your current entity structure still fits your business, and outline a path to change it if it doesn't — grounded in your actual tax and liab…

Your business structure hasn't been reviewed since you formed it

You've grown meaningfully in revenue or risk since your original formation

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Optimize

Funding Readiness Assessment

Assessment, flat fee. Investment determined based on scope.

An honest evaluation of your business's credibility and preparedness to pursue financing — documentation, business credit, entity structure, and operational mat…

You're starting to consider outside capital for the first time

You want an honest answer about your readiness before you apply anywhere

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Grow

Funding Advisory

Advisory engagement. Investment determined based on scope.

We help you understand and evaluate the financing options actually available to your business, and align them to your specific goals — not a generic list of eve…

You've completed a Funding Readiness Assessment

You don't understand what financing options are actually available to you

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Grow

Lender-Ready Financial Preparation

Implementation, flat fee. Investment determined based on scope.

We format and present your financials to the exact standard lenders expect to review — turning accurate internal records into a lender-ready package.

You have a capital strategy in place and need your financials formatted for lenders

Your financials aren't organized in a way a lender could evaluate

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Grow

Funding Package Preparation

Implementation, flat fee. Investment determined based on scope.

We assemble your complete, submission-ready funding package — financials plus the narrative and supporting materials a lender actually requires, checked for com…

Your financials are lender-ready and you need a complete application assembled

You want one submission-ready package, not scattered documents

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Grow

Lending Partner Introductions

Advisory engagement. Investment determined based on scope.

We connect you directly with trusted lenders appropriate for your financing type and business profile — the final step of the Funding Advisory Ecosystem, comple…

Your funding package is complete and ready to submit

You don't have access to trusted lenders appropriate for your business

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Scale

Business Advisory

Included as part of Priority Advisory Partnership below, or scoped individually as a standalone retainer — investment determined based on scope.

Ongoing, executive-level strategic guidance for high-stakes business decisions — a standing retainer relationship, not a bounded project with an end date.

You're making high-stakes decisions without expert guidance

You want one trusted advisor for the long term, not a rotating cast of specialists

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Scale

Capital Strategy

Flat fee, project-based, single payment. Investment determined based on scope.

We help you decide specifically how and when to deploy capital in service of responsible, long-term growth — translating the general direction from Funding Advi…

You've completed Funding Advisory with a general financing direction identified

You don't know how much capital is actually appropriate to pursue

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Scale

Operational Systems Development

Recurring advisory retainer. Investment determined based on scope.

We continue building the sustainable systems your business needs to operate independently of your constant involvement — the same engagement that began at Opera…

Your business still can't run without you for even a week

You're ready to reduce founder dependency further as complexity increases

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Still not sure?

The Complimentary Strategic Fit Call is a free 15–30 minute conversation to help you land on the right service.

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