Level 1: Bootstrap Phase

Revenue Target: First $100K

Entity Types: Sole Proprietor, Single-Member LLC, or Partnership (no Corporations, no Payroll)

You’re running this business on personal grit and limited resources. Maybe it’s your side hustle, your first year, or you just haven’t found your footing yet. You don’t need complexity—you need clarity. Let’s get your numbers structured, your habits aligned with your goals, and your business pointed in the right direction—so you can build something sustainable.

$100-$250K

You’re bringing in solid revenue, but things may feel messy behind the scenes. Growth can easily outpace your systems, and this phase is where many owners feel stretched and scattered.

You might find yourself reacting more than planning—or spending time fixing things instead of moving forward.

$250-$500K

You’ve proven demand. Now it’s about efficiency. You’re likely juggling team, delivery, and growth all at once—and you may be asking, “Am I building this on purpose, or just keeping up?”

Without clear financial visibility, it’s hard to make confident decisions—or trust your own numbers.

$500K-$1M

You’re no longer guessing—you’re leading. But at this level, messiness costs more. You may be seeing gaps in cash flow, reporting, or decision-making—and feeling like the stakes are getting higher.

A dashboard and clear reporting can help you lead with intention, not just instinct.

Over $1M

You’ve outgrown the early-stage hustle—but the complexity has increased. You may be asking for higher-level strategy, cleaner tools, and a team that can think with you—not just for you.

This is the phase where collaboration matters most—and clarity becomes a leadership asset.