Business Continuity Consulting
What happens to your business if something happens to you?
Do you have a person to step in? Do they know what to do? Do you have a plan? Most solo professionals don't. Let's fix that.
You've spent years building a business worth protecting.
Clients who trust you. Revenue that reflects your expertise. A reputation you've earned.
But right now, your business runs because you show up. Your relationships. Your passwords. The context that only exists in your head.
If you had to step away, planned or not, could someone else actually step in and know immediately:
- Who to call first?
- Where to find everything?
- What absolutely cannot wait?
For most solo credentialed professionals — the CPAs, EAs, and attorneys their clients count on — the honest answer is no.
You already know that.
What you're missing isn't the awareness, it's someone safe to finally do something about it with.
This can be hard to face alone. And even harder to face with the people who need you most.
I can help with that.
"The peace of mind I've gained is priceless. Lisa helped me prioritize what mattered most and think beyond just the immediate fire drills. This work was absolutely worth the investment."
— B. Scott, Financial Advisor
The 3Ps Every Plan Needs
Who. Where. What.
PERSON
Who steps in — and are they actually prepared?
PLACE
Where everything lives — and can someone find it without you?
PRIORITIES
What has to happen first — and is it documented anywhere?
BUSINESS CONTINUITY PLAN
Who this is for
Solo CPAs, EAs, attorneys and credentialed professionals whose clients count on them — and whose business runs entirely through them.
The logins, the client history, the next steps, the things nobody else knows.
What changes
You have one place your person can go, and they know what to do when they get there.
A clear, organized guide to who does what, where everything lives, and what has to happen first — built over three focused sessions on my 3Ps framework: Person, Place, Priorities.
How it works
Step 1 — Your Person
We identify who steps in, what they need to know, and whether they're actually prepared.
Step 2 — Your Place
We map where everything lives and build one central hub structure your person can navigate without you. No more scattered logins and no-one-else-knows-this details.
Step 3 — Your Priorities
We document what can't wait, create a paper backup that works even when technology doesn't, and walk through your finished plan together, start to finish.
You walk away with
- A clear record of your people and exactly what each one is responsible for
- One central information hub structure your person can find their way through without you
- The five operations that can't stop if you're out — documented so someone else can run them
- A completed plan you've walked through and know how to use
- The peace of mind of knowing that if life happens, your business — and the people who count on you — won't be left scrambling
Investment: $1,200 per business
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After your plan is built
Your business will change. Your person may change. The hardest part of this work isn't building the plan, it's keeping it current.
Most consultants hand you the plan and disappear. That's not how I work.
The Business Continuity Check-In is where I stay in your corner — quarterly, twice a year, or annually, your choice. We sit down together, close the gaps that opened since last time, and your plan stays true as your business moves.
Available only to Business Continuity Plan clients, priced per session.
"Lisa is brilliant at identifying strategies that reduce friction and build real ease into your business. She helped me create simple, sustainable solutions that made everything feel less like a burden — and more like the business I actually wanted to run. Even more importantly, she's one of the most honest and ethical professionals I've ever worked with."
– K. Robertson, Legal Consultant
I'M LISA.
For more than 25 years, people have handed me their most sensitive information and trusted me to handle it without judgment.
As a payroll specialist for two decades, I held the financial lifeline for more than 650 employees — people whose livelihoods and families depended on me getting it right.
And for the past ten years, working as a virtual assistant inside dozens of solo businesses, I've held the logins, the client files, the inboxes — the details nobody else had access to. I've seen firsthand what happens when the owner is the only one who knows how everything works.
Every single time, my job was the same.
I got you.
No judgment. No criticism. Just... let's get this handled so you can breathe again.
That's still my mission, it just has a different name now.
Business Continuity Consultant
Certified Director of Operations
Strategic Mapping Specialist
FAQs
Q: Is this the same as estate planning or legal succession planning?
This is organizational and documentation support...not legal, financial, or estate planning advice.
I help you get your people, information, and priorities organized so that whoever steps in, or takes over, has what they need.
Many clients find this work makes their conversations with attorneys and financial advisors easier and less expensive, because they arrive prepared.
Q: What if I'm thinking about selling or stepping back from my business?
This is exactly the right time. A business that's organized and documented is worth more (and easier to hand off) than one that lives entirely in the owner's head.
We shape your Business Continuity Plan around where you're headed, not just where you are today.
Q: Do I have to share my passwords or confidential information with you?
Never. You own and control all of your information.
I help you build the structure, you populate the sensitive details yourself. I don't access your accounts, passwords, or financial information at any point.
Q: Is this only useful in an emergency?
Not at all. Most clients come to this work from intention, not crisis. They're thinking ahead, planning a transition, or simply ready to stop being the only person who knows how everything works.
Readiness isn't just for emergencies.
Q: Why can't I just do this with my spouse, my VA, or my team?
You can try. But this conversation is hard to have with people who have something at stake in the outcome.
Your spouse may hear "what happens if something happens to me" and respond with fear instead of focus. Your VA may quietly wonder what this means for their income. Your business partner has their own perspective.
I don't.
I'm not your family, your team, or your peer. I'm a neutral professional whose only job is to help you build the plan without it becoming about anything else.
Many of my clients tell me this is the first time they've been able to have this conversation out loud. That's not a coincidence. That's what makes the work possible.
Q: Can't I just use AI to build my backup plan?
You could build something. But the hardest part of this work isn't the document... it's the conversation that has to happen first.
The one where you finally admit what you don't have in place. The one where you name who you actually trust to step in. The one where you plan the thing you've been avoiding for years.
That conversation needs a human. One with no stake in the outcome.
That's me, I'm your sounding board.
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This is organizational and documentation support — not legal, financial, or estate planning advice. For those needs, please work with a qualified attorney or financial advisor. You own and control all of your information at every step.
You have your clients' back.
Who has yours?
For business owners who need more than a backup plan — strategic planning and operations advisory is also available.