Operations. Systems. Backup Plans.
Your business runs great.... until you step away. Let's fix that.
Sound familiar?
• If you were away from your business and clients for a month, nobody else knows what to do or where things live.
• Something around what you offer needs to change and it's been sitting on your list for months.
• Every client you have came from a referral and you don't have a plan B when that slows down.
None of this means something's wrong with you. You've just never had the time to fix it because you were busy running everything else.
I get it. That's exactly what we fix.
One client used her Business Checkup to get crystal clear on who she serves and what she actually offers — and within a week, landed a new high-ticket client ↴
"Before doing strategic mapping, I was a little nervous about talking about the current state of my newly formed business. Lisa has such a calm and assuring energy about her. She made me feel peaceful and confident. After strategizing with her, I was able to gain a new high ticket client within a week and 5x my monthly recurring revenue. She really is the best!"
— R. Nash, Founder of Mae North
HOW IT WORKS
Discovery Call
We figure out where things are hard and whether we're the right fit.
Business Checkup
We look at your entire business together and build a roadmap you can actually follow.
Get to Work
Whatever surfaces gets handled — a project, a plan or ongoing support monthly or quarterly.
BUSINESS CHECKUP
Get everything out of your head and into a plan.
Who this is for
You know your business has grown past what you can hold in your head — but you're not sure where to focus first. You need clarity and direction, not more hustle.
What changes
You stop reacting and start moving in a clear direction, with a full plan for the year ahead, broken down quarter by quarter.
- Your Purpose defined — your mission, vision, values, and the boundaries that keep you working at your best
- The other 7 key areas of your business assessed...money, visibility, offers, day to day, clients, team, growth (including your backup plan if you ever need to step away) so you can finally pinpoint what's working, what isn't, what's missing
- Your plan mapped out fully on a Trello board you can actually use — every project sorted and prioritized by quarter and by what matters most: what brings in money, what moves you forward, and what's been sitting on the back burner too long
One time investment
$795
- - -
PROJECT WORK
Whatever the Checkup uncovers, gets done — not just diagrammed.
Who this is for
Your Checkup turned up something specific that needs to actually happen — a system, a process, something scattered that needs sorting — and you want it handled, not just recommended.
What changes
The thing gets built. I do the hands-on work myself, or bring in the right specialist and stay with it, so it actually gets finished.
- A clear scope and timeline before we start, so you know exactly what "done" looks like
- Hands-on work — systems, processes, information — not just a plan handed off
- Past projects have included: streamlined payment systems, automated email marketing and funnels, SOP documentation and library creation, digital file organization, and operational backup plans
Investment
Starting at $1,000+ depending on scope
- - -
BUSINESS ADVISORY
Your thinking partner for the operational side of your business.
Who this is for
You're past the planning stage but not quite ready for fully embedded support.
You need someone who understands how businesses like yours actually run — someone to think through decisions with, keep you accountable, and make sure the right things are actually getting done.
What changes
You stop carrying the operational weight alone. Decisions get made. Priorities stay clear. Your business keeps moving even when you're focused on clients.
- Starts with your Business Checkup, so we understand your entire business before we touch any one piece of it
- Twice a month, we sit down and work through whatever's live right now — so you're not the one remembering which client needs a follow-up, or whether that contractor invoice went out
- A partner who's spent a decade working inside solo and small businesses and understands your world before you finish the sentence
Investment
$750 per month, 3 month minimum
"Lisa is brilliant at identifying strategies that reduce friction and build real ease into your business. She helped me create simple, sustainable solutions that made everything feel less like a burden — and more like the business I actually wanted to run. Even more importantly, she's one of the most honest and ethical professionals I've ever worked with."
— K. Robertson, Legal Consultant
I'M LISA,
For more than 25 years, people have handed me their most sensitive information and trusted me to handle it without judgment.
As a payroll and compliance specialist for two decades, I held the financial lifeline for more than 650 employees — people whose livelihoods and families depended on me getting it right.
And for ten years, working as a virtual assistant inside dozens of small businesses, I held the logins, the client files, the inboxes, and the details nobody else had access to. I've experienced firsthand what happens when the owner is the only one who knows how everything works.
Every single time, my job was the same.
I got you.
No judgment. No criticism.
Just... let's get this handled so you can breathe again.
That's still my mission. It just turned out to be bigger than any one name I'd given it — because "let's get this handled" was never just about safeguarding what my clients handed me. It's about actually building whatever it takes so they can breathe again.
Operations Strategist
Certified Director of Operations
Licensed Strategic Mapping™ Consultant
"You want Lisa's eyes and brain on your business. She helped me prioritize what mattered most, implement smart systems, and think beyond just the immediate fire drills. The peace of mind I've gained is priceless."
— L. McHargue, Consultant & Trainer
FAQs
Q: Who is this for?
Small business owners — coaches, consultants, service providers, firm and practice owners — who are good at what they do, but feel like the business only runs because they're the one holding it together.
You don't need to be in crisis. You just need to be ready for things to feel easier.
Q: Why do we start with a Checkup?
Because jumping into support without understanding your whole business is how things get missed — like discovering three months in that your client files are scattered across five different places, and nobody, not even you, can find what they need fast.
The Checkup gives us both a clear picture of what's working, what isn't, and where to focus first. It's the foundation everything else gets built on.
Q: What actually happens after the Checkup?
Most consultants stop at the plan. I don't.
Whatever the Checkup turns up — a payment process that's costing you money, files and information scattered everywhere, or something like a full backup plan for your business — I stay and help build it, either myself or with the right specialist brought in, so you end up with a working business, not just a document.