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The Rooted Stewardship Framework

ROOT

Business Foundations
Build with intention from the very beginning.

ROOT is designed for entrepreneurs who are preparing to start a business and want to build the foundation thoughtfully rather than piecing it together as they go.

From understanding your business structure to establishing financial systems and knowing what needs to happen next, ROOT gives you experienced guidance through the foundational decisions that shape everything that follows.

You bring the vision. We help you build the structure beneath it.
Is ROOT for You?

Start With a Stronger Foundation.

ROOT is for the entrepreneur who has an idea, a calling, or a clear vision for a business—but has not yet built the structure beneath it.

ROOT May Be Right for You If...

  • You are preparing to launch your first business.
  • You are unsure which business structure makes sense for you.
  • You do not know which registrations or licenses you need.
  • You want your bookkeeping system set up correctly from the beginning.
  • You want guidance rather than piecing everything together from internet searches.
  • You want to understand the business side instead of simply checking boxes.

You Don’t Need to Know Everything Yet.

Starting a business comes with a long list of decisions: entity structure, registrations, banking, accounting systems, licensing, taxes, and more.

The purpose of ROOT is not to overwhelm you with information. It is to help you understand what matters, what comes next, and how the pieces fit together.

You remain the owner and decision-maker. The Rooted Soul brings the experience, organization, and financial perspective to help you begin more intentionally.

A strong business does not begin with perfect answers. It begins with thoughtful decisions and a foundation built to support what comes next.
Done-With-You Support

Business Formation Package

$1,200

A guided business setup experience for entrepreneurs who want expert support through the foundational decisions and financial setup required to begin with greater clarity.

We walk through the process with you, explain what matters, and help organize the pieces so you are not trying to build your business from disconnected checklists and internet searches.

Software subscriptions and third-party filing fees are not included.

What’s Included

  • Initial consultation
  • Entity selection guidance
  • LLC or corporation setup roadmap
  • EIN setup
  • State registration guidance
  • Local licensing checklist
  • Business banking setup guidance
  • Accounting system setup
  • QuickBooks chart of accounts
  • Initial bookkeeping structure

Optional Filing Support

If you would like The Rooted Soul to complete eligible federal, state, and local administrative filings on your behalf, this support can be added for $200 plus all applicable filing fees.

Important to Know

This service provides business setup guidance, administrative support, financial organization, and accounting-system setup. It does not include legal advice or legal document preparation. When legal or tax-specific advice is required, you may be referred to an appropriately licensed professional.

Get Started With ROOT
Self-Guided Support

DIY Business Launch Bundle

$497

For the entrepreneur who wants to build the business foundation themselves but still wants experienced guidance, structure, and support along the way.

The Rooted Soul DIY Business Launch Bundle workbook, checklist, and planning materials

Your Business Launch Toolkit

  • 80+ page business launch workbook
  • Step-by-step business checklists
  • State and local licensing guidance
  • Business banking checklist
  • Accounting setup guidance
  • Business deductions overview
  • Tax calendar
  • Bookkeeping basics

Plus Two Hours of Private Coaching

The bundle includes two one-hour coaching sessions designed to support you at the beginning and again after you have worked through the materials.

Kick Start Session — 60 Minutes

We review where you are, establish your priorities, answer your initial questions, and help you create a clear launch path.

Progress & Wrap-Up Session — 60 Minutes

Once you have worked through the bundle, we review your progress, answer remaining questions, and make sure you understand the next steps for your business.

After your purchase is complete, you will receive an intake form within 48 hours with instructions for scheduling your Kick Start Session.
Purchase the DIY Launch Bundle
Choose Your Path

Which ROOT Option Is Right for You?

Both options are designed to help you begin with a stronger business foundation. The difference is how much hands-on support you want along the way.

Guided Support

Business Formation Package

$1,200

Best for the entrepreneur who wants experienced guidance through the business setup process, financial structure, and foundational systems.

Get Started With ROOT
Self-Guided + Coaching

DIY Business Launch Bundle

$497

Best for the entrepreneur who wants to work through the setup process independently while still having a clear roadmap and two private coaching sessions.

Choose the DIY Bundle
Start where you are. Build what comes next with intention.

If you are unsure which option fits your situation, begin with a Rooted Business Conversation and we can determine the most appropriate path.