BUSINESS FINANCIAL PHYSICAL
Wallet Wellness Exam™
for Entrepreneurs + Business Owners
Running a business or stepping into entrepreneurship can feel like a whirlwind—especially when your financial “vitals” are all over the place. At the Income Care Unit™, we believe strong financial health is the heartbeat of lasting wealth, whether you’re launching your first venture or scaling up. Get a clear, actionable snapshot of your business’s financial health—so you can make confident moves, unlock funding, and grow on your terms.
Money management may not be your thing, but it's definitely ours.
At Income Care Unit™, we’ve worked with entrepreneurs and business owners who felt overwhelmed by the numbers, the paperwork, and the pressure to “get it right” while building their business.
Success isn’t a solo journey. Think of us as your financial support system. We’ll help you cut through the confusion, organize your business finances, and build a strong foundation—so you can focus on growth, not just survival. Together, we’ll simplify your path, optimize your cashflow, and turn your vision for your business into reality.
Feeling buried under a financial to-do list that never ends?
You probably launched your business full of excitement and big dreams for the future. But now? You’re juggling a never-ending list of tasks—managing cashflow, building business credit, handling taxes, and trying to keep your personal and business finances from getting tangled. Suddenly, that dream feels a lot more complicated.
And let’s be real—you’re doing it ALL yourself.
What you need is a simple, all-in-one solution that actually lightens the load. No confusing processes, no endless research—just real, actionable results you can use right away.
That’s where Income Care Unit™ steps in. We take the guesswork out of your financial journey, help you optimize your business budget, and free up your time and energy to focus on what truly matters: building a business and a life that align with your goals.
YOU DESERVE A FINANCE TEAM THAT WORKS AS HARD AS YOU DO
Our Wallet Wellness Exam zeroes in on the three core financial vitals that often trip up entrepreneurs and business owners—leading to denied funding or costly rates you shouldn’t have to settle for.
Credit Checkup
Your business credit is like your company’s immune system—it’s essential for protecting your business and unlocking new opportunities. Our Business Credit Scan provides a straightforward analysis of your business credit profile, breaking down where your business stands with the major bureaus. You’ll get a clear picture of your current credit health, so you can understand your strengths and spot any areas that may need attention—no step-by-step plan, just an honest, expert review to give you clarity and confidence for your next move.
Cashflow Analysis & 52-Week Budget Breakdown
Take control of your business’s financial journey with a comprehensive cashflow analysis designed for entrepreneurs. We’ll dig into your income, expenses, and savings potential to give you a clear snapshot of your business’s financial health. With our 52-Week Budget Breakdown, you’ll get a week-by-week view of your cashflow—spotting patterns, identifying leaks, and planning ahead for big goals like payroll, taxes, or that next big business investment. It’s all about helping you manage your money with less stress, more clarity, and a plan you can actually stick to.
Capital & Tax Strategy
Whether you run a single-member LLC, multi-member LLC, LLP, or S Corp, your tax approach matters for your cashflow and funding potential. We’ll break down the essentials for your business structure—showing you how to maximize deductions, manage pass-through income, and optimize your Adjusted Gross Income (AGI). You’ll see exactly where you can strengthen your business’s financial health and position yourself for better loan approvals and future growth, all while staying fully compliant with tax laws. Every insight is tailored to your business type, so you can make smart, confident moves.
Here's How it Works
-
Book your Wallet Wellness Exam™ (it will take about an hour and a half)
-
Complete your intake and upload documents securely via our client portal
-
Meet with your financial consultant for a deep-dive analysis and actionable plan
-
Gain tools that keep your finances on track
