You Have The Expertise. Now Let’s Build The Business Plan That Sells It.
You Have The Expertise. Now Let’s Build The Business Plan That Sells It.
Turn what you know into a clear plan for what you’ll offer, who you’ll serve, how you’ll price your work, and what your business needs to earn.
The Jump Smart Business Plan Blueprint™ guides you through those decisions in seven practical phases, with a fillable PDF and companion Financial Calculator Workbook created by a CPA and business strategist.
FOR NEW AND EARLY-STAGE SERVICE BUSINESS OWNERS
One-time purchase • Digital download • 10-Day Clarity Guarantee*
Complete Phases 1–4 within 10 days and submit your completed work to qualify. See guarantee details below.
You know you’re good at what you do. The business side still feels like a lot to figure out.
You know you’re good at what you do. The business side still feels like a lot to figure out.
1.
2.
3.
4.
You don’t have to solve everything at once. You need a place to start and a clear way to work through what comes next.
The Jump Smart Business Plan Blueprint™
introducing...
A guided business planning system for the business you’re ready to build.
The Blueprint helps you organize your ideas, work through the questions that matter, and create a practical plan for your service business.
Each phase includes instruction and worksheets to help you apply what you’re learning to your own business. You’ll begin with your vision, work through your customers and offers, plan your foundations and systems, and bring those decisions into your financial projections.
By the end, you’ll have your business decisions in one place, with a clearer understanding of what’s ready and what still needs attention.
Start With Direction - A welcome, getting-started guide, and visual roadmap show you how to work through the Blueprint.
Build Your Business Plan - even guided phases help you define your customer, shape your offers, set prices, and plan your marketing and systems.
Capture Your Decisions - Fillable and printable worksheets give you space to organize your ideas and create a plan specific to your business.
Track Your Progress - The Master Action Checklist helps you see what you’ve completed and which steps still need your attention.
Understand Your Numbers - The companion Financial Calculator Workbook helps you organize expenses, set sales goals, calculate break-even, and project profit.
Move Forward With Clarity - A closing review helps you reflect on what you’ve built, identify unfinished work, and prepare to put your plan into action.
A clear path from your first business idea to a complete business plan you can put into action.
Seven Phases to Build a Business Plan You Can Use
PHASE 1: Anchor Your Vision
Choose the expertise you’ll build around
Connect your business to your deeper why
Recognize the strengths that set you apart
Put your purpose into a clear promise and mission
+
+
+
Give the idea you keep coming back to a clear direction.
There’s a reason this idea keeps coming back to you. Maybe it’s work people already ask you for help with, a skill you’ve spent years developing, or something you’re finally ready to build for yourself. This phase helps you name that starting point and connect it to your deeper why.
You’ll explore the values, strengths, and perspective that shape how you want to serve. Then you’ll put that into a clear business description, brand promise, and mission. Together, they give you something to come back to when comparison creeps in or decisions feel heavy: what you’re building, why it matters, and what makes it yours.
What You’ll Do in This Phase:
Phase 2: Map Your Customer Journey
Focus on the people you’re equipped to serve
Understand their struggles and desired results
Map the progress your customer wants to make
Define how you’ll guide them forward
+
+
+
See who needs what you know and how you can help.
It’s easier to feel confident about your business when you can picture the person you’re here to help. This phase gives you room to focus on the people you’re equipped to serve and understand what they’re struggling with, what they’ve already tried, and what they want to experience instead.
You’ll map the journey from where your customer is now to where they want to be, then identify where your expertise can help them move forward. That connection gives your future offers a clear purpose and helps you explain your work with more empathy, focus, and confidence.
What You’ll Do in This Phase:
Phase 3: Price and Package With Purpose
Shape your expertise into purposeful packages
Use feedback to strengthen your offers
Choose prices with value and costs in mind
Create a package menu you can confidently share
+
+
+
Feel more confident explaining your offer and naming your price.
Knowing you can help someone is one thing. Deciding what to include, how to package it, and what to charge can bring up a whole new set of questions. This phase helps you turn your expertise into focused services that meet a real need and fit what you can deliver well.
You’ll gather feedback, refine your packages, and work through pricing with your costs, customer, and value in mind. Then you’ll bring those decisions into a clear package menu. You’ll have language to explain how you help and a thoughtful starting point for saying your price with more confidence.
What You’ll Do in This Phase:
Phase 4: Establish Your Business Foundations
Identify your setup and registration needs
Plan clear client agreements and boundaries
Consider protections for your work and brand
Discover your banking, bookkeeping, and tax plans
+
+
+
Know what needs attention so you can move forward with more peace.
Making your business official can bring up a nagging question: “What if I’m missing something important?” Business structures, contracts, banking, and taxes can feel intimidating when you’re trying to sort through them all at once. This phase helps you organize those decisions and identify the next practical step for your business.
You’ll consider the setup, protections, boundaries, and money systems that support how you want to operate. You’ll also identify questions to research or take to a qualified professional. With a clearer picture of what’s handled and what still needs attention, you can move forward feeling more prepared to care for your business and your clients.
What You’ll Do in This Phase:
Phase 5: Build a Brand That Connects
Choose where to focus your client-finding efforts
Explain what you do in a voice that feels like you
Create a clear invitation to take the next step
Plan your website content and brand presence
+
+
+
Help the right people recognize how you can help them.
You can believe in your work and still feel unsure about putting it out there. What should you say? Where should you show up? How will people find you? This phase helps you choose a realistic starting point that fits your audience, your strengths, and the time you actually have.
You’ll put your business into words that sound like you and help potential clients understand why your services matter. Then you’ll create a clear invitation, plan your website content, and shape a consistent brand presence. You’ll have a focused way to introduce your business and help interested people take the next step.
What You’ll Do in This Phase:
Phase 6: Systemize Your Success
Organize your time, tasks, and business records
Map a thoughtful, repeatable client experience
Build steady routines for money and marketing
Make space to review, decide, and lead
+
+
+
Give your business structure that supports you, too.
You want to serve people well and build something you’re proud of. You also want room to think, rest, and live your life. This phase helps you plan for the recurring work of business ownership so every appointment, follow-up, payment, and next step has a place to go.
You’ll create simple routines for your time, back office, client experience, money, and marketing. You’ll also make space to step back, review what’s happening, and decide what needs to change. These systems give you a steadier way to follow through, care for clients, and lead your business without carrying every detail in your head.
What You’ll Do in This Phase:
Phase 7: Crunch Your Numbers with Confidence
See what it may cost to start and operate
Connect your prices to realistic sales goals
Find your break-even point and projected profit
Plan how to use profit and explore future growth
+
+
+
Understand the numbers behind your business
You’ve put thought into what you’ll offer and how your business will work. Now it’s time to explore the question underneath it all: “Can this create the income I need?” This phase guides you through the Financial Calculator Workbook so you can connect your plans to numbers you understand.
You’ll bring together your expenses, prices, and sales goals to see what it would take to cover costs and what profit could remain. You’ll also plan how that profit could support taxes, savings, owner pay, and reinvestment. Your five-year forecast gives you room to explore possibilities and adjust your assumptions as you learn. These estimates give you a clearer basis for your next decisions.
What You’ll Do in This Phase:
YOU’VE SEEN THE PATH. NOW TAKE YOUR FIRST STEP.
Let’s Build the Business You’ve Been Called to Run.
I’m Stephanie, CPA and business strategist.
Through nearly 20 years in accounting and my work as a CPA firm owner, I’ve helped talented business owners make sense of the decisions, systems, and numbers behind their work.
I created the Blueprint because having the expertise to serve people doesn’t mean you’ve been taught how to build a business around it. This is the guidance I want you to have: thoughtful questions, practical tools, and a clear path to turn what you know into a business you understand and feel prepared to lead.
You bring the expertise. Let’s give it structure and a plan.
hey there!
"Stephanie has been such an source of calm & encouragement to me as I took a leap of faith and started a small business! All the legal requirements and taxes can be so intimidating and confusing. She held my hand and step-by-step told me how to set up my business, how to do book keeping, etc etc etc. I truly could not have a successful business without having her on my team!!"
"Stephanie is absolutely amazing!! Her wealth of knowledge, patience, support, guidance, and encouragement has helped me Jump Smart into my first LLC. Thank you Stephanie, continue to be a blessing."
“I love working with Stephanie. She is very knowledgeable about tax laws, rules and regulations, and she's very patient with me as I ask her a thousand questions. I highly recommend Stephanie to anyone needing a CPA! If you are starting a small business, don't do 'anything' before you talk to her."
" Stephanie came highly recommended on a personal level as well as business level. I appreciate the fact that she is very approachable. She is always willing to help me out with my many questions and concerns. As well, often she has taken me by the hand to actually walk me through many of the accounting endeavors with my business. Running a business is extremely time consuming, and having a CPA… is invaluable. The fact that she is not only extremely educated, talented and experienced, but also trustworthy allows me the luxury to focus on running my business and to sleep peacefully at night."
A clear business plan that brings your ideas together and gives you direction when you’re unsure what comes next
How does this sound?
Defined offers and thoughtful prices you can explain with confidence when someone asks about working with you
01
02
WHAT YOU’LL WALK AWAY WITH
A clearer picture of who needs your expertise and how to help them understand the value you bring
03
Financial clarity to see what your business needs to earn, what it may cost, and what profit could remain
04
Simple systems that help you serve clients well, follow through, and make room for your life beyond the business
05
Start with the roadmap, then follow the guidance and complete the worksheets in order. Use the Master Action Checklist to track your progress. When you reach Phase 7, bring your decisions into the Financial Calculator Workbook. You don’t need every answer before you begin. Give yourself room to think, learn, and refine as you go.
Build Your Plan,
One Phase at a Time.
Your pace.
You can explore how changing a price, reducing an expense, or adjusting your sales goals affects the picture. See what could remain for owner pay, taxes, savings, and reinvestment. You’ll have a clearer basis for your decisions, with estimates you can refine as your business grows.
see exactly what it takes to have a profitable business
Understand the Numbers Behind Your Business Plan.
This for you if:
You have expertise you’re ready to turn into a service, but you need help bringing the business side together.
You’re looking for someone to write your business plan or make every decision for you.
You’ve already started, but your offers, prices, and next steps still feel pieced together.
Your immediate need is a lender-ready or investor-ready plan for a funding application.
You want guidance that helps you make decisions and build a plan you understand and can use.
It's probably for you if...
You want guaranteed income or a shortcut that skips the work of building a business.
not
is
It's probably
for you if...
How much does it cost, and what’s included?
The Blueprint is a one-time purchase of $197. You’ll receive the fillable and printable Blueprint PDF with seven guided phases, worksheets, and a Master Action Checklist, plus the Financial Calculator Workbook. There’s no subscription.
Frequently Asked Questions
Is this right for me if I’m just starting?
Yes. You don’t need a finished offer or every answer figured out. Start with the expertise or service idea you want to build around. The Blueprint helps you work through the decisions from there.
What if I’ve already started my business?
You can use it to revisit the decisions you rushed through or haven’t made yet. Clarify your offers, rethink your pricing, organize your systems, and bring your next steps into one plan.
How long will it take to complete the business plan?
That depends on how much you’ve already decided and how much you need to explore. Work through one phase at a time, at your own pace. The Master Action Checklist helps you track your progress and pick up where you left off.
What makes this different from a basic business plan template?
You get guidance for making the decisions behind the plan. Each phase combines explanations, thoughtful questions, and practical worksheets to help you connect your customer, offers, pricing, operations, and finances.
What if I’m not good with numbers or spreadsheets?
You don’t need an accounting background. The Financial Calculator Workbook includes instructions and built-in formulas. Enter your estimates to explore your costs, sales goals, break-even point, and potential profit.
Can I type into the Blueprint or print it?
Both. The PDF is fillable, so you can type your responses and save your work. You can also print the worksheets if you prefer to think things through on paper. The Financial Calculator Workbook is a separate spreadsheet.
What if I purchase it and still don’t feel clearer?
The Blueprint includes a 10-Day Clarity Guarantee. Complete Phases 1–4 within 10 days of purchase. If you still don’t feel clearer, more confident, or more prepared, share your completed work to receive a full refund.
10-Day Clarity Guarantee
We stand behind the Jump Smart Business Plan Blueprint™ 100%.
If you go through Phases 1–4 within 10 days, complete the worksheets, and still feel like it didn’t help you get clearer, more confident, or more prepared to build your service-based business — we’ll give you a full refund.
All we ask is that you show us your completed work so we know you gave it a real shot.
Why? Because this isn’t a “pretty template.” It’s a full, guided system designed to help you think like a business owner, make smart decisions, and build a business that works in the real world. It’s built for doers who want results, not more confusion.
If that’s you, you’re going to love what’s inside.