








Lay the foundation for long-term success. This program covers business structure, tax strategy, bookkeeping setup, and business credit support—so your childcare center can stay compliant, maximize deductions, and start building funding capacity. Ideal for owners just getting established or looking to stabilize before scaling.
Take your childcare business to the next level. With on-site audits, grant readiness support, business credit building, and financial strategy, this package ensures you’re funding-ready and compliant while positioning for rapid growth. Perfect for centers ready to expand but not yet at the 7-figure stage.
Our flagship, full-service program designed to scale your childcare business into a 7-figure enterprise. You’ll get CFO services, tax planning, bookkeeping, grant and government contracting support, audit protection, and wealth-building strategies. This package provides everything you need to grow, protect, and expand your childcare empire.
Entity & Tax Setup
Entity review + S-Corp/LLC optimization plan
Reasonable Compensation check + Accountable Plan (DFY template)
12-month proactive Tax Mini-Plan (estimates, write-off map, audit-proof checklist)
Books & Metrics
Childcare-specific Chart of Accounts
Bookkeeping cleanup plan + monthly close checklist
Simple KPI tracker (tuition, occupancy, CAC, payroll %)
Grants & GovCon Readiness
Grant Readiness Checklist + 90-day Grant Calendar
Program Summary/Impact one-pager (fill-in template)
UEI/SAM prep checklist + NAICS quick guide
Capability Statement (Canva) template
Growth Systems (GoHighLevel)
Lead-capture landing page + intake form
2 email/SMS nurture sequences
Pipeline + appointment booking flow
Support
4 group implementation calls (weekly), office-hours thread in Skool (90 days)
Document reviews (1): choose one — capability statement or accountable plan or program summary
Replays + templates library access
Ideal for: Owners who want foundations set, clean compliance, and quick wins without a full CFO engagement.
Tax Strategy Depth
Personalized Tax Strategy Plan (3–5 strategies prioritized: S-Corp optimization, accountable plan, Augusta Rule, retirement plan review, home office/travel/vehicle policy, R&D/energy credits where applicable)
Quarterly tax estimate management + transcripts check (if needed)
CFO Cadence
Monthly close & KPI review meeting
13-week cash-flow forecast + tuition/pricing matrix optimization
Budget vs. actuals dashboard + breakeven & hiring model
Grants & GovCon (Done-With-You / Some DFY)
UEI/SAM registration support call + vendor registrations (up to 3 local/state portals)
Capability Statement done-for-you (final polish + design)
6 targeted grant opportunities sourced + submission plan (owner submits; we guide)
Compliance binder: policies, record-keeping, audit-proof file map
Growth Systems (GoHighLevel) – Advanced
Full funnel: quiz/application, booking bot, pre-qual form (433-style for finance readiness)
5 email/SMS sequences (lead nurture, no-show rescue, reactivation, tuition increase PR, partner/referral)
CRM pipeline automation + KPI dashboard connection (to your Sheet)
Call scripts + DM templates for tours and follow-ups
Support
Monthly 1:1 strategy sessions (6), plus bi-weekly group working labs
Priority async Q&A (72-hr turnaround) in private Skool channel
Document reviews (up to 3): capability statement, accountable plan, grant narrative/budget, policies
Ideal for: Multi-room or multi-site centers (or on the path there) ready to reduce taxes materially, win funding/partnerships, and standardize growth.
12-Month Access to Private Childcare CFO Mastermind ( $19,997 value )
Custom CFO Strategy & Business Financial Oversight ( $12,000 value )
Bookkeeping & Past Financial Cleanup ( $13,000 value )
Customized Tax Strategy Plan ( $15,000 value )
Grant Readiness & Application Support ( $7,000 value )
Government Contracting Setup & Strategy ( $7,500 value )
Business Wealth-Building Plan (Passive Income Focus) $10,000 value
Estate Planning & Asset Protection Setup ( $8,000 value )
Live Virtual Workshops & Quarterly Strategy Reviews ( $3,000 value )
Exclusive Childcare CEO Community Access ( $5,000 value )
Entity Setup or Business Structure Evaluation ( $1,997 value )
Bi-Weekly Wealth Coaching & Tax Planning Sessions ( $6,000 value )
Your Investment: $24,000


Want to stop overpaying on taxes and
start keeping more profits

Are ready to scale beyond just
breaking even

Need financial structure to grow into
a million-dollar business

Desire peace of mind and a
roadmap to success

Want to join a supportive community and
get expert guidance every step of the way
