Business Continuity Planning
Is Your Business Prepared for the Unexpected?
You've built an amazing business.
You've created a service your clients depend on.
But, what would happen to your clients, deadlines, and revenue if you couldn't work tomorrow?
Your knowledge, relationships, and critical information live in your head and are scattered across your digital landscape.
What happens to your business if something happens to you?
It's a question most financial professionals, service providers and solopreneurs don't want to think about.
After all, you've built something valuable through your expertise and dedication. Your clients trust YOU to handle their sensitive information.
Yet maintaining a sustainable operation also means creating a strategic "what if" plan and simple "safety net" systems that protect what you've built when life throws unexpected challenges your way.
A Business Continuity Blueprint brings everything essential together in one clear plan—designed to keep your services running, even when you can't.
It's where all your critical knowledge lives—from emergency contact info and client handling procedures to essential processes—all thoughtfully organized and accessible when needed most.
Does This Sound Like You?
● You worry about what would happen to your clients if you suddenly couldn't work.
● You've been meaning to document your processes but never find the time.
● Taking a vacation means bringing your laptop and stressing the whole time.
● The thought of someone else needing to step in feels impossible.
● Most of your professional knowledge lives only in your head.
Picture This Instead:
➙ A clear plan for what happens if you're suddenly unavailable.
➙ Ready-to-use emergency procedures for client communication.
➙ Quick access to all your essential information in one place.
➙ Clear documentation that someone else could follow in your absence.
➙ The peace of mind that your livelihood is protected.
LESS STRESS. LESS OVERWHELM.
MORE CALM. MORE FREEDOM.
Simply the best. Lisa is one of the most diligent and organized people you will ever meet. She is in tune with the struggles we all face as business owners and knows how to be effective and save time doing so.
R. Roberts, Financial Consultant & Advisor
Let's Build Your "What If" Plan
BUSINESS CONTINUITY BLUEPRINT
In this 90-minute strategy session, we'll develop your personalized plan to safeguard your business against unexpected disruptions.
Here's what we'll do together:
● Identify your business's unique vulnerabilities
● Get clear on what actually needs to be documented
● Prioritize what to tackle first (and what can wait)
● Map out your Business Hub structure
● Create a customized action plan for your business continuity
Here's What You Get:
➙ Your Vulnerability Assessment: Identification of your specific business risks and critical functions
➙ Your Protection Priority List: Clear guidance on what to tackle first
➙ Your Business Hub Structure: Custom organization setup that works for you
➙ Your Action Plan: Step-by-step guide to implementing your continuity plan
➙ Session recording to refer back to
➙ 7 days of email support (because questions come up!)
The end result?
A clear plan for protecting your business that gives you peace of mind AND helps you run your business more efficiently every day.
INVESTMENT $395
FAQs
What exactly is business continuity planning?
Think of it as your business's strategic safety net—a comprehensive plan for what happens if you're suddenly unable to work. As your consultant, I guide you through identifying your vulnerabilities, documenting critical processes, centralizing important information, and creating emergency procedures.
It's like business insurance that actually works when you need it most, combined with strategic guidance that improves your day-to-day operations.
Why do financial professionals, service providers and solopreneurs need this?
As someone who handles financial information for your clients, your work involves recurring deadlines, sensitive information, and specialized knowledge that lives in your head. If something unexpected happens to you, your clients could miss important deadlines or lose access to critical information.
A Business Continuity Blueprint ensures your clients are protected—and so is the business you've worked so hard to build.
How is this different from just creating SOPs?
Standard Operating Procedures (SOPs) are just one piece of the business continuity puzzle. While documenting processes is important, a complete continuity plan also includes emergency response procedures, critical contact information, vulnerability assessment, and a centralized information hub.
Think of SOPs as the "how to do the work" and business continuity as the "how to protect the entire business."
What if I want or need help implementing my Blueprint after our session?
While many clients successfully implement their Business Continuity Blueprint using my guidance and resources, others prefer additional support.
If you'd like help bringing your blueprint to life, I offer flexible implementation options that we can discuss during or after your session.
These range from guided implementation support to comprehensive done-for-you solutions, all designed to ensure your business continuity plan becomes a reality.
You WANT Lisa's eyes and brain on your stuff! She not only set me up for success now but helped me think long-term about what to implement down the road as I grow. I've learned so much from her! Definitely worth the investment!
L. McHargue - Consultant & Trainer
"WHAT IF" STRATEGIST
SAFETY NET SPECIALIST
BUILDER OF BUSINESS RESILIENCE
Hey there, I'm LisaG 👋
I'm a Business Continuity Consultant and I'm probably best known for BRIDGING THE GAP between vulnerability and security in service businesses.
I help financial professionals—including bookkeepers, tax advisors, and accountants—and small service-based teams develop strategic plans to safeguard the businesses they've worked so hard to build.
You see, I understand both sides of the story.
I spent two decades as a financial operations specialist and 8 years as a self-employed virtual assistant, so I know how vulnerable service businesses can be when everything depends on one person.
And, as a business owner who went through an unexpected life change, I learned firsthand how valuable it is to have a backup plan, organized systems, and clear documentation.
My superpower?
Taking all that knowledge that's in your head and turning it into simple, organized systems and documentation that keep your business running—even if you need time away.
...and that's what gives my clients true peace of mind. ❤️
