BUSINESS BASICS FOUNDATION
A 1:1 Strategy Session with Matilda
Clear answers. Practical guidance. A stronger business foundation.
If you have ever found yourself wondering:
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How do I keep track of my income and expenses?
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How do I set up my business email?
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Am I missing something important for taxes?
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Is my business structure still the right fit?
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Should I be paying myself differently?
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What business tools should I use?
You do not need to keep guessing.
The Business Basics Foundation™ session is a focused, judgment-free 1:1 strategy session designed to help business owners get clear answers to the questions that affect their books, taxes, structure, and financial confidence.
This is not a long-term commitment.
It is not a sales call disguised as help.
And it is not a one-size-fits-all checklist.
Get the clarity, guidance, and action plan you need to launch your business with confidence.
WHY THIS SESSION MATTERS
A lot of business owners are working hard, making sales, serving clients, and trying to keep things moving — but behind the scenes, they are not always sure if the financial side of the business is set up correctly.
Sometimes the books are not as clean as they should be.
Sometimes tax responsibilities are unclear.
Sometimes the business structure made sense in the beginning but no longer fits where the business is now.
Sometimes the owner is paying everyone else but has no real plan for paying themselves.
And sometimes the business owner simply needs a calm, experienced professional to help them sort through what matters now and what can wait.
That is what this session is designed to do.
The Business Basics Foundation™ session gives you space to ask the questions you have been carrying and receive practical guidance that helps you move forward with more clarity and less overwhelm.
WHAT THIS SESSION IS
The Business Basics Foundation™ session is a 45-minute, one-on-one strategy call that was created for aspiring and new business owners who need a trusted guide to help them navigate the many decisions involved in starting a business.
During this one-on-one session, we'll discuss your business goals, identify your immediate priorities, and create a customized roadmap so you know exactly what to focus on next.
Together, We'll Discuss:
✔ Business structure options (LLC, sole proprietorship, and more)
✔ Setting up a professional business email
✔ Choosing the right CRM and business tools
✔ Opening business bank accounts
✔ Creating simple systems and processes
✔ Basic bookkeeping and recordkeeping best practices
✔ Understanding your compliance responsibilities
✔ Building a practical action plan for your next 30-90 days
✔ Resources and tools to help you save time and money
This Session Is Perfect For You If:
You're thinking about starting a business but don't know where to begin.
You've recently launched but feel overwhelmed by everything that needs to be done.
You want guidance from someone who understands the administrative and financial side of business ownership.
You want to avoid costly mistakes and wasted time.
You need a clear roadmap instead of more information.
What You'll Walk Away With:
✔ A personalized business startup roadmap
✔ Clarity on your next steps
✔ Recommendations for tools, systems, and resources
✔ Answers to your most pressing business questions
✔ Greater confidence in your ability to move forward
Most entrepreneurs don't need more information.
They need someone to help them cut through the noise, focus on what matters, and take the right next steps.
That's exactly what this session is designed to do.
HOW IT WORKS
1. Book Your Session
Choose a time that works for you and reserve your Business Basics Foundation™ session.
2. Submit Your Questions
Before the call, you will complete a short intake form and share the top questions or concerns you want to discuss.
This helps Matilda understand what is on your mind and where your questions may fit within the business foundation areas.
3. Meet with Matilda
During your 45-minute session, Matilda will walk through your questions with you in a calm, practical, judgment-free way.
The conversation will be guided by your needs, not a generic checklist.
As you talk through your questions, Matilda will help identify whether your concerns connect to clean books, tax readiness, business structure, owner compensation, or a combination of areas.
4. Leave with Clarity and Next Steps
You will leave the session with a clearer understanding of what is happening, what needs attention, and what your next steps should be.
The goal is not to overwhelm you with everything that could be done.
The goal is to help you understand what matters most right now.
WHO THIS SESSION IS FOR
The Business Basics Foundation™ session is a great fit if you are a business owner who:
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Wants clarity before making financial decisions
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Feels unsure about bookkeeping or QuickBooks
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Has questions about taxes, reports, or financial routines
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Wants to know what to fix first
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Is not ready for ongoing bookkeeping but needs professional guidance
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Wants a calm, judgment-free space to ask questions
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Is trying to understand whether their business is set up properly
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Wants to stop guessing and start making more informed decisions
This session is especially helpful for business owners who are past the idea stage and actively operating, but still feel uncertain about whether the financial side of the business is organized, compliant, and supporting growth.
WHO THIS SESSION IS NOT FOR
This session may not be the best fit if you are looking for:
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Full bookkeeping cleanup during the call
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Tax preparation or tax filing
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Legal advice
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A full entity formation service
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A complete financial plan
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Ongoing bookkeeping support without first discussing your needs
If you need one of those services, the session can still help clarify the right next step, but the session itself is designed for strategy, clarity, and direction.
YOUR INVESTMENT
Business Basics Foundation™ Session
45-Minute 1:1 Strategy Session with Matilda
$247
Includes:
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Pre-session intake form
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45-minute strategy session
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Review of your top questions
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Guidance organized through the appropriate business foundation areas
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Written recap after the session
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Recommended next steps
WHY WORK WITH MATILDA
Matilda brings a calm, practical, and educational approach to helping business owners understand their numbers.
This session is not about making you feel bad for what you do not know.
It is about helping you see what is happening, understand what matters, and take the next right step for your business.
Whether your question is about QuickBooks, bookkeeping, taxes, business structure, or paying yourself, you will receive guidance that is clear, grounded, and focused on helping you move forward.
FREQUENTLY ASKED QUESTIONS
Do I need to have QuickBooks set up before booking?
No. You can book this session whether you are already using QuickBooks, using another system, or still trying to figure out what you need.
Will you review my full QuickBooks file during the call?
This session is not a full bookkeeping review or cleanup. However, you can ask questions about what feels confusing, what may need attention, and what next step makes sense.
If a deeper review or cleanup is needed, Matilda can recommend the appropriate next step.
Will all four foundation areas be covered?
Not necessarily.
Your questions guide the session. The four foundation areas are used to organize the conversation and help identify what your questions connect to.
Some business owners may have questions that mostly fall under clean books. Others may have questions that connect to tax readiness, business structure, or owner compensation.
The session is focused on what you need most.
Is this tax advice?
This session may help you understand tax-related responsibilities and identify questions to bring to your CPA or tax professional, but it does not replace tax preparation, legal advice, or personalized tax/legal guidance.
What if I need ongoing bookkeeping after the session?
If ongoing bookkeeping support makes sense, Matilda will explain what Clean Numbers Bookkeeping offers and whether it may be a good fit.
There is no pressure and no obligation to move forward.
What if I only have one or two questions?
That is perfectly fine. The session is designed to give you focused guidance. Sometimes one or two strong questions are enough to uncover the clarity you need.