For Business Owners Who’ve Outgrown DIY Everything
We help you lead, not micromanage.
You’re at 6 or multi-6 figures and things are moving fast, maybe too fast
You have a small but scrappy team, and managing them feels like a full-time job
Rework, dropped balls, and “just one more thing” are your daily norm
You want your business to grow but you need systems and leadership to keep up
You’re ready to lead again, not manage every fire
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Mid-Level Leadership, Without the Full-Time Price Tag
We designed this Scaling CEO Plan with solopreneurs in mind because your needs are different, and your support should be too!
Project Coordinator Executive Assistance
When you need someone who can handle the details and think a few steps ahead, this is elevated support for high-performing CEOs.
Includes:
✅ Inbox management + routine email responses
✅ Calendar scheduling + appointment reminders
✅ Data entry + spreadsheet upkeep
✅ Meeting notes + documentation organization
✅ Documentation and systems support
✅ Invoicing + payment tracking
✅ CRM and lead management
✅ Travel coordination + itinerary prep
✅ Market research + summaries
✅ Social media scheduling + monitoring
✅ Virtual event planning + vendor communications
30 hours / month
Monthly QuickBooks Retainer
Ongoing support that keeps your books accurate and up-to-date
Includes:
✅ Transaction entry and reconciliation
✅ Financial reports (P&L, Balance Sheet, Cash Flow)
✅ Payroll and A/P & A/R support
✅ Customized reporting
✅ Monthly review meetings
Growth Accelerator Project Management
For established businesses ready to optimize their operations, align their team, and lead with strategy.
Includes:
✅ Strategic business audit + leadership interviews
✅ Custom 90-Day Strategic Business Plan
✅ Hands-on plan implementation + system refinement
✅ Team training + workflow optimization
✅ Quarterly planning + ongoing leadership support
Optional Add-ons:
âž• Advanced Analytics Setup
âž• Custom Reporting Templates
âž• Workflow Mapping + Automation
âž• Specialized Hiring Support
âž• ClickUp Deep Build
*Quarterly discount when Paid-In-Full
Your Clarity Map, Step by Step
We’ll meet you where you are then build the structure that takes you where you’re going.
Systems + Team Discovery
We dig into what’s working, what’s not, and where the fires are burning.
01
Strategic Planning
Together, we build a roadmap that aligns team effort with business priorities.
02
Implementation Support
We guide your team through changes, systems updates, and streamlined processes.
03
Review + Refine
Every 90 days, we assess progress and update the strategy to match your growth.
04
You’ve Got a Team and Traction
At Colliance, we don’t just support your business—we help you reclaim it. With over five years of experience optimizing operations for service-based teams, we know what it takes to scale without the burnout.
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From operations management to strategic planning, we bring clarity to the chaos and help you focus on the work you actually enjoy. Our clients trust us because we take the time to understand their goals, their team, and their vision then we build the systems and structure to make it all sustainable.
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This isn’t just about outsourcing, it’s about stepping into the CEO role you were meant for.
Marc Slason
P&D LLC
Colliance is more than a service; they're a strategic partner for success.
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Embarking on my company's future was a challenge until I experienced the Breakthrough Session with Colliance Online Business Management. Their expertise shone through as they patiently guided me through the session, staying focused on my goals. The delivery of my strategic plan was not just timely but accompanied by amazing and professional communication. The impressive experience led me to confidently sign up for their monthly retainer package.
Your Questions, Answered
More Ways We’ve Got Your Back
As your business evolves, your needs do too. These services are here to help you stay aligned, supported, and one step ahead.
