Espoir Advisory
Not sure where to start? Let's find out together.
Answer six quick questions and we'll recommend your business stage and the right services — or browse the complete, current service catalog below.
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 →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…
Right for you if
You haven't legally formed your business yet
You're not fully confident your current entity is the right structure
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…
Right for you if
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.)
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…
Right for you if
Your business and personal finances are still mixed together
You're not sure which bank or account structure actually fits your business
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 …
Right for you if
You have no bookkeeping system or financial process in place yet
You want your chart of accounts built around actual beauty-industry revenue types
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…
Right for you if
You don't have a business credit profile separate from your personal credit
You want credit-building to start now, not years from now
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…
Right for you if
Your books are behind or messy
You've never had a consistent bookkeeping system
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…
Right for you if
You have financial records but don't understand what they mean
You want real statements, not just a transaction list
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 —…
Right for you if
You're worried you might be missing a filing or deadline
You want one place tracking every compliance obligation
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…
Right for you if
You're hiring your first employee or contractor
You need payroll set up correctly without us processing it for you
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…
Right for you if
You receive financial reports but don't fully understand them
You want to actually read your own statements with confidence
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…
Right for you if
Your operations aren't consistent or repeatable
Your business runs entirely on your memory and presence
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 …
Right for you if
Your financial documentation is scattered or disorganized
You're not sure your records would hold up if a lender asked to see them
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…
Right for you if
You're paying more in taxes than you should with no proactive strategy
You want decisions made before year-end, not after
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…
Right for you if
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
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…
Right for you if
You don't know what's driving or limiting your profitability
You're profitable overall but can't say specifically why
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…
Right for you if
Your cash flow is unpredictable despite being profitable
You want to know when money is actually available, not just how much you earned
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…
Right for you if
Your business structure hasn't been reviewed since you formed it
You've grown meaningfully in revenue or risk since your original formation
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…
Right for you if
You're starting to consider outside capital for the first time
You want an honest answer about your readiness before you apply anywhere
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…
Right for you if
You've completed a Funding Readiness Assessment
You don't understand what financing options are actually available to you
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.
Right for you if
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
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…
Right for you if
Your financials are lender-ready and you need a complete application assembled
You want one submission-ready package, not scattered documents
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…
Right for you if
Your funding package is complete and ready to submit
You don't have access to trusted lenders appropriate for your business
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.
Right for you if
You're making high-stakes decisions without expert guidance
You want one trusted advisor for the long term, not a rotating cast of specialists
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…
Right for you if
You've completed Funding Advisory with a general financing direction identified
You don't know how much capital is actually appropriate to pursue
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…
Right for you if
Your business still can't run without you for even a week
You're ready to reduce founder dependency further as complexity increases
Still not sure?
The Complimentary Strategic Fit Call is a free 15–30 minute conversation to help you land on the right service.


