Big Ideas,
Real Impact.

Driven by curiosity and built on purpose, this is where bold thinking meets thoughtful execution. Let’s create something meaningful together.

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Your First 30, 60, & 90 Days with HSB

By the end of the month, you’ll have:

  1. Clean books.

  2. Meeting with our tax experts.

  3. Taxes & sales taxes filed (if applicable).

30 Days In - Set Your Baseline.

By the end of the month, you’ll have:

  1. Payroll setup.

  2. 1099 tracking setup.

  3. Meeting with Haley to discuss the company and your vision for the year (this lays the foundation for KPIs, forecasting, etc).

  4. KPI dashboard is setup and live.

60 Days In - Get Ready for Growth.

  1. Onboarding review check-in call - we’ll wrap up any loose ends and then review your numbers so far.

  2. Preliminary revenue & cash flow forecasts are set up and live (Scaling and Success Plan members only).

90 Days In - Plan for Success.