Diamond Tax Solutions

A Private Invitation

Your 90-Day Coaching Plan

Your business is officially formed. Now let's make sure it thrives.

Hi Valued Client,

Congratulations again on officially forming your business! Formation is the first milestone — but the businesses that last are the ones that build strong financial habits early. That's exactly what our 90-Day Coaching Program is designed to do.

Here's everything included if you join us for the next 90 days:

What's Included

Your Coaching Engagement

01

Financial Foundations Session

We review your business banking, bookkeeping system, and recordkeeping habits, and tighten up anything that's not yet built for the long run.

02

Tax Strategy Blueprint

A clear map of your entity's tax obligations, key deadlines, and the strategic moves available to you as your business grows.

03

Cash Flow & Profit Coaching

Guidance on pricing, spending, and cash flow so your business stays profitable — not just busy.

04

Compliance Calendar

A personalized calendar of every filing and deadline your business needs to hit, so nothing catches you off guard.

05

Direct Access to Your Coach

Ongoing check-ins over the 90 days to keep you accountable and answer questions as they come up.

A Note on Investment

"I don't believe in springing numbers on anyone."

On our discovery call, I'll walk you through exactly what the coaching program costs and what's included, so you can make the decision that's right for you — no pressure, no surprises.

To Get Started

What I Need From You

Current Bookkeeping Setup

However you're currently tracking income and expenses — even if it's just a spreadsheet or nothing yet.

Your 90-Day Goals

What you want your business to look like financially by the end of the program.

Read-Only Access to Financials

So we can see where things stand and coach you on what actually matters.

Best Contact & Availability

Your phone, email, and a good time for our kickoff call.

Take your time with these — reply by email, or we'll go over it together on a call.

Let's Schedule Your Discovery Call

I want to walk you through the program, answer any questions, and make sure this feels right before we begin. No pressure either way.

Book My Discovery Call

"Forming your business was step one — building it to last is what comes next. I'd be honored to walk that road with you."

With Diamond Care

LaShonya N. Young, MBA, AFSP

Founder, Diamond Tax Solutions, Inc.

Diamond Tax Solutions

This proposal was prepared privately for Valued Client · September 2026