What to Expect as an ISAVSmart Client

Which stage are you in? Click the tabs to learn more.

Your Path to Financial Clarity Starts Here

We meet you where you are—and guide you through every stage of your business journey.

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$20 Strategy Call

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Awareness

I know I’m climbing—but I don’t know if I’m on the right mountain.

You’re trying to run your business, but the finances feel messy, unclear, or ignored. Maybe it’s overdue bookkeeping. Maybe you’re guessing on taxes. Maybe you just have no clue where your money’s actually going.

That’s where most of our clients begin—and where we meet them.

Let’s stop the guessing. For just $20, you can speak directly with a finance expert who’ll help you get clarity, fast. We’ll review where you stand, spot the biggest red flags, and give you a simple path forward.

What Happens in This Stage:

You book a $20 virtual call to talk through your finances
We identify what’s missing or blocking your growth
You leave with your first dose of financial confidence

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Discovery

I know what’s broken—I just don’t know how to fix it.

You’ve realized that your finances need help, and you’re ready to get real answers. You’re not just guessing anymore—you want clarity. At this stage, we begin uncovering what’s working, what’s broken, and what’s missing. It’s like flipping on the lights in a dark room. You don’t need to figure it out alone—we walk you through it using simple tools, smart questions, and practical insights.

What Happens in This Stage:

We review your current financial setup and identify gaps
We map out a plan based on your actual numbers
You’ll start seeing where you’re leaking time and money

Searching for clarity? Need to know where to start?

Take the Smart Assessment

Ready to take your business to the next level with systems??

Onboarding

I know what I need to do—now I just need someone to help me get it done.

The fog is lifting. You know action is required—and you’re ready to get organized. You don’t just need answers anymore. You need a system.

At this stage, we roll up our sleeves and start building the foundation. That means connecting your accounts, structuring your Chart of Accounts, cleaning up messy records, and designing your workflow for efficiency.

We make sure your numbers are accurate, your systems are clean, and you know exactly what’s happening with your money.

What Happens in This Stage:

We connect your bank, credit card, and payment platforms to QuickBooks
We clean up any miscategorized transactions or outdated balances
You get your first report—clear, clean, and ready for growth

Take the Smart Assessment

Streamline. Automate. And Grow.

Optimization

My books are running—but I’m not confident they’re working for me.

Now that your systems are in place, it’s time to make them smarter. Most businesses stop at setup—but setup is just the beginning. You want efficiency, insights, and results.

In this stage, we optimize your categories, reports, automations, and workflows so your books don’t just function—they perform. We cut waste, remove bottlenecks, and turn your numbers into a decision-making machine. This is where clean books start delivering clarity, strategy, and peace of mind.

What Happens in This Stage:

We streamline your chart of accounts and reporting categories
We create rules, workflows, and automation to reduce manual work
You start receiving insight-driven reports tailored to your business goals

Take the Smart Assessment

Time to scale with precision? Need a financial partner??

Strategy

I finally have clarity—now I want to scale with confidence.

This is where good financials evolve into great decisions. With your books in order and your systems optimized, it’s time to get proactive. We start forecasting, targeting goals, and running scenarios to help you make smart moves. Whether you’re planning for growth, funding, tax strategy, or exit planning, we give you the numbers and insights to lead with precision. At this stage, your finances become a weapon, not a weakness. You’re no longer reacting—you’re executing a game plan.

What Happens in This Stage:

We define financial targets and build custom dashboards to track them
We run “what-if” scenarios to help you plan for best- and worst-case outcomes
You get a clear financial roadmap that supports real growth and leadership

Great help preparing our business for the next year. Took the time to set me up to self-manage this for the year, but with the offer of help as needed. I think this was a great service and we will be back!

Client Portal

Your Path to Financial Clarity Starts Here

We meet you where you are—and guide you through every stage of your business journey.

Awareness

I know I’m climbing—but I don’t know if I’m on the right mountain.

Discovery

I know what’s broken—I just don’t know how to fix it.

Onboarding

I know what I need to do—now I just need someone to help me get it done.

Optimization

My books are running—but I’m not confident they’re working for me.

Strategy

I finally have clarity—now I want to scale with confidence.

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