Let's Talk About What Your Business Actually Needs
Every conversation with The Boss Maker starts the same way: we listen before we advise. Whether you're running a personal business, a small business, or building as a solopreneur, the first step is a client intake where we get a real picture of your numbers, your goals, and the blind spots that are quietly costing you. From there, we map out a strategy session built around your business, not a template.
Start With a Client Intake
The intake is where the real work begins. You'll walk us through your business structure, your cash flow, and where you feel stuck or exposed. We use that conversation to identify what's actually possible for your tax strategy, your legacy planning, and your path to becoming the boss of your business instead of a prisoner to it.
- Personal Business consultations
- Small Business strategy sessions
- Solopreneur intake and planning
- Ongoing client intake reviews
Manage Your Strategy From Your Phone
Once your intake is complete, The Boss Maker app becomes your home base. You can track your strategy, review documents, and stay connected between sessions without waiting on a phone tag or a mailed statement. It's built so you always know where your business stands financially, not just once a year at tax time.
Try Our App to see how much easier ongoing planning becomes when it lives in your pocket.
What Clients Say About Working With Us
BOSSMAKER helped me restructure my small business so I stopped overpaying in taxes I didn't actually owe. The intake process alone showed me things my old accountant never mentioned.
As a solopreneur I was flying blind on cash flow. Now I use the app between sessions and actually plan ahead instead of reacting every month.
We came in wanting a will and left with a full legacy plan connected to the business. Gary walked us through every piece until it made sense.
Serving Business Owners Everywhere
The Boss Maker is available nationwide, and we work with business owners throughout communities nationwide. Wherever you're located, sessions can be arranged around your business, and the app keeps you connected no matter which of these communities you call home.
Ready to Get Your Intake Started
If you're ready to stop working blind in your own business, reach out to The Boss Maker at Round Lake Beach, IL, or call Phone Coming Soon to schedule your client intake with Gary Booker.