Foundations Package
2,000
A package of eight sessions (1 hour each). This time can be used to review items such as:
Valid for one month
Review of service offerings and pricing model
Breakeven + margin analysis
Simple profitability snapshot
Owner pay strategy + expense planning
Recommendations on adjustments by service/client type
Growth Package
4,000
A package of sixteen sessions (1 hour each). A robust package for teams of 2–5 or business owners preparing for growth. This time can be used to review items such as:
Valid for one month
Everything in Foundations Package
Full profitability review by service type or client segment
Cash flow snapshot + pay-yourself strategy
Documentation of 2–3 core workflows
Tech stack recommendations or light automation setup
Support over 30 days (email + 2 calls)
Scale Package
7,000
A high-level package for service businesses preparing to expand (new hires, salary planning, rent, bigger commitments).
Valid for one month
Everything in Growth Package
Cash flow forecasting: can your business support expansion?
Hiring readiness: what roles, what pay, when
Compensation and bonus strategy (for team and leadership)
Buildout of a Financial Dashboard (Google Sheets or Airtable)
Metrics review: what to track and why (e.g., cost per client
Live team training or SOP walkthrough
60 days implementation support (email + 4 calls)
Choose the plan that works for you
À La Carte Services
Tailored support, exactly where you need it.
Financial & Pricing
Service-Level Profitability Analysis
Break down profit margins by service type or client segment
$750
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Updated Pricing Strategy
Review rates, packages, or retainers and provide guidance on value, costs, and market
$1,000
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Owner Compensation Strategy
Design a realistic and sustainable pay structure for yourself.
$500
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Bonus & Incentive Plan Buildout
Create team reward structures that align with company health.
$1,200
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Revenue Forecasting & Scenario Planning
Predict financial outcomes based on growth, team, or pricing changes.
$1,500
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Financial KPI Dashboard
Track performance metrics that actually matter.
$750
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Cash Flow Planning Template & Coaching
Build and walk through a tailored monthly cash flow plan.
$850
Systems & Operations
Admin Workflow Documentation
Standardize recurring tasks like invoicing, onboarding, scheduling, etc.
$500 per process
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Client Experience Audit + Redesign
Refine your client touchpoints and simplify handoffs.
$1,200
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Tech Stack Audit + Recommendations
Review and optimize your existing tools; identify what to consolidate.
$600
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Onboarding Process Overhaul
Streamline how you onboard new clients or team members.
$1,200
Strategic Support & Guidance
Quarterly Check-In
Revisit your goals, metrics, and team structure every 90 days.
$750
Pre-Hire Role Clarity & Ramp Plan
Define what to delegate, outline responsibilities, and design a 30-60-90 plan for your new hire.
$850
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Team Training or Process Walkthrough
Get your team up to speed on the systems and processes we’ve built.
$500-$1,000
Partner Collaboration Session (CPA/attorney/bookkeeper)
Join forces with your external team to make sure everyone is aligned.
$300 per session
My Story
Hi, I’m Katie Wasserstrom—founder of Elevate Your Business. I help small business owners move from overwhelmed to in control by building the financial clarity and operational systems needed for sustainable growth.
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I started my career in corporate finance, where I managed budgets, cash flow forecasting, regulatory compliance, and large-scale projects across industries like financial services and consumer goods. Over the years, I saw a common thread: even the smartest, most driven leaders hit a wall when their businesses started to grow—because the behind-the-scenes systems hadn’t kept up.
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Now, I work directly with business owners who are ready to scale, helping them answer questions like:
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Are we priced for profitability?
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How do I build systems my team can actually follow?
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What financial decisions do I need to make before hiring or expanding?
My mission is to make the backend of your business just as strong as the front. I collaborate closely with CPAs and legal advisors to help you build a business that’s not only thriving today—but ready for what’s next.
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When I’m not working with clients, I’m raising two daughters with my husband, traveling when we can, and cheering from the sidelines of whatever sport our kids are into this month (right now, it’s soccer).
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Let’s get your business running smoother—so you can focus on leading it forward.