Level 1: Fundamentals Stage

Starting Strong: Getting Clarity

Level 1 is where every client begins on the Financial Growth Path™. It is designed to ensure your books are clean, build clarity, and gain financial control — without overwhelm or jargon. This is the foundation for everything that comes next.

Whether you are just getting started or have been in business for years, this level brings your financial systems up to speed and teaches you how to actually use them.

What Is Included at Level 1

  • Monthly or Quarterly Bookkeeping

  • Categorization & Reconciliations

  • Financial Statements

  • Financial Dashboard (appropriate to level)

  • Monthly Video Summary or Walkthrough

  • One-Page Goal Setting Tool

  • Light Advisory and Monthly Check-Ins

  • Access to the Client Learning Library (Level 1)

  • Tax Preparation and other compliance services available in addition to our core services

What Happens After Level 1?

Once your foundations are strong, we talk about what comes next — from goal tracking and budgeting to strategy and forecasting.

Ready to take the first step?
Start with a Diagnostic Review to get your action plan and personalized quote.

💡 All clients must complete a diagnostic review before being onboarded into Level 1.

Questions?

Schedule A Discovery Call

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View fullsize Step 1: Assess Your Progress https://www.brandysparkman.com/52-week-goal-setting-series/adjust-goals-for-the-second-half-of-the-year #smallbusinessowner #52weekgoalsettingseries #businessgoals
View fullsize Over the next few days, we are sharing case studies of business owners who didn't know their numbers, which caused problems in their business. Get a sneak peek at this blog post: https://www.brandysparkman.com/blog/can-not-knowing-my-numbers-impact
View fullsize Why Adjusting Your Goals Matters https://www.brandysparkman.com/52-week-goal-setting-series/adjust-goals-for-the-second-half-of-the-year #smallbusinessowner #52weekgoalsettingseries #businessgoals
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View fullsize Week 23: Adjust Goals for the Second Half of the Year https://www.brandysparkman.com/52-week-goal-setting-series/adjust-goals-for-the-second-half-of-the-year #smallbusinessowner #52weekgoalsettingseries #businessgoals
View fullsize Week 23: Exit Strategies https://www.brandysparkman.com/52-week-financial-management-series/week-23-day-1 #financialmanagement #smallbusinessowner #52weekfinancialmanagementseries
View fullsize Week 22 Review https://www.brandysparkman.com/52-week-goal-setting-series/revisit-your-vision-statement-is-it-still-relevant #smallbusinessowner #52weekgoalsettingseries #businessgoals
View fullsize https://www.brandysparkman.com/blog/how-to-grow-your-small-business #fridayreads #amreading #howtogrowyoursmallbusiness
View fullsize This Week’s Challenge https://www.brandysparkman.com/52-week-goal-setting-series/revisit-your-vision-statement-is-it-still-relevant #smallbusinessowner #52weekgoalsettingseries #businessgoals
View fullsize Is there an opportunity cost to not knowing your numbers? Read this blog post to find out: https://www.brandysparkman.com/blog/is-there-an-opportunity-cost-to-not-knowing-my-numbers #smallbusinessowner #knowyournumbers #financialblindspots