Business audits & goal planning for creative entrepreneurs in Montana and beyond

Clarity, direction & an ACTION plan to reach your business goals

Stuck spinning the wheels? Unsure what’s working? Too IN your business to see where you actually need to focus? This is the deep dive you need to plan ahead for what you want: more revenue, income, and freedom

Dubsado ClickUp & CRM setup services for creatives in Montana & beyond

Doing ALL the things…but it’s still not adding up?

You’ve tried the fancy platforms. You’ve set big goals, bought the planners, made the vision board…

But as another quarter comes to an end, you realize you’re not closer to what you want.

You’re ready to quit that cycle. 

You’re NOT lazy.

You’re just burning in the day-to-day.

  • Goals in your head, but no clear system to track or reach them

  • Backend = a jumble of tools, templates, and to-dos that don’t talk to each other

  • Keep buying platforms hoping they’ll fix things… but nothing sticks

  • Craving clarity, direction, and someone who can take an objective view of your business

Sound familiar?

What you really need? Breathing room, focus, outsider’s perspective, and a plan that you can actually follow

  • Margin for life outside of work—because burnout isn’t part of the plan

  • A clearer focus—so you know exactly what to do (and what to ignore)

  • Systems that support your goals—not slow you down

  • A streamlined foundation that’s easy to maintain, even when things get busy

If that sounds like what you need, you’re in the right place.

Business planning in Montana & beyond

Let’s talk about business planning & auditing that can change everything

You’ve been spinning your wheels—unsure what’s working, what’s broken, and what to focus on next. It feels chaotic, and you crave clarity,

Imagine a plan built around your business—your goals, your systems, your unique challenges—so you can move forward with confidence.

From workflows to goals, tools to strategy, I help you untangle the chaos and create a roadmap that actually works—so your business runs smoother, you make smarter decisions, you take back your time…and you make more money.

Business auditing & goal planning options

GOAL PLANNING INTENSIVE

For solopreneurs who want to start strong and stay on track all year long.

Onboarding questionnaire to uncover where you're starting from and what success looks like for you.

4-hour goal mapping session where we map out your goals, create an actionable plan, and break it into monthly steps that feel doable—not overwhelming.

30/60/90 day check-ins to follow up with you at 1, 2, and 3 months to keep you on track and adjust anything that’s not working.

3-month follow-up session where we meet again to fine-tune your roadmap and keep the momentum going.

$525

STRATEGY & AUDIT

A deep-dive review for solopreneurs ready to run their business smarter, not harder.

  • Onboarding questionnaire where I dig into what’s working, what’s not, and what you want to change.

  • 4–6 Hour Strategy Session where we assess all areas of your business and set clear, actionable goals to increase efficiency and clarity.

  • Full session where you receive a printed and digital report & call recording so you always have our strategy within reach.

  • Monthly check-ins for six months to keep the plan alive and make sure you’re moving forward—not falling off track.

Starting at $4,000

SYSTEMS AUDIT

Perfect if your tools feel messy, your systems aren’t serving you, or you’re not even sure what you’re using anymore.

  • Onboarding Questionnaire where you list your current tools and tech—and don’t worry, I’ll help you catch what you miss.

  • Up to 4-Hour Audit Session where we analyze every system you’re using—from marketing to time management—and identify what needs to stay, go, or be improved.

  • Custom audit recap where you receive a detailed digital & printed report and a call recording so you know exactly what to do next.

  • 30 days of support to answer questions and make sure you’re taking action (not just sitting on info).

Starting at $1,100

Who is business auditing & goal planning for?

For the creative ready to run a business that works for them

Not the other way around. You’ve outgrown DIY chaos and half-baked systems. Free templates, random apps, and “quick fixes”? None of it sticks.

You want clarity, efficiency, and a business that actually supports your zone of genius.

You dream big—but also want space for real life. Your time is better spent with clients and creative work, not troubleshooting tech.

You’re done doing it all alone and ready for real, sustainable growth – for more freedom, and more money.

Interested?

Here’s what to expect

1. Book your free discovery call

We’ll chat through where things feel messy, what’s slipping through the cracks, and which system (Dubsado, ClickUp, or 17hats) is right for you.

2. Get a custom plan

After our call, I’ll send over a personalized setup plan that outlines exactly what we’ll tackle—no cookie-cutter templates here.

3. Share your info

You’ll complete a detailed questionnaire and upload the materials I need to build your system. Don’t worry—it’s all clearly outlined and I’ll walk you through it.

4. I get to work

 I’ll map out, organize, and build your system, making sure everything works smoothly and feels like you.

5. Wrap-up & walkthrough

Once everything’s done, we’ll hop on a call to go over how to use your system confidently. You’ll also get access to recorded trainings for reference.

Meet your Virtual Business Manager in Montana

Hi, I’m Kimberly—founder of Rabel Virtual Services.

After 20+ years in retail and office management, I traded clocking into someone else’s dream for helping women solopreneurs run theirs.

I love organizing systems, automating the messy stuff, and setting up backends that actually work—especially for founders, creatives, and solopreneurs who want to focus on what they do best.

Here’s what I know: when you focus on your zone of genius and hand over the time-consuming tasks to me, you clear the way for more business fulfillment, freedom… and money!

I get it—and I get it done.

FAQs about business auditing and goal planning

  • Yes—but don’t worry, it’s simple. You’ll fill out a quick onboarding questionnaire that gives me a clear picture of where you’re at and what you want. That way, we can hit the ground running when we meet.

  • That’s exactly why this exists. You don’t have to show up with a perfect plan. I’ll guide you through the process so we can uncover what really matters and build a strategy that fits your vision and your life.

  • This isn’t a vague list of goals you forget by March. It’s a practical, detailed plan broken down into actionable monthly steps—with support and check-ins to help you stay on track (and adjust when needed).

  • If you’re juggling multiple platforms, can’t find things when you need them, or feel like your business backend is one big spaghetti mess—this is for you. We’ll simplify and clean it up together.

Still have questions? Let’s clear things up.

  • These sessions are packed with value—but we can break them up into smaller calls if needed. I’ll work with your schedule to make sure the process feels doable and productive.

  • I don’t give generic advice or cookie-cutter plans. Everything we do is based on your actual business, systems, and goals—and I stick with you after the session to make sure you’re supported as you implement.

  • Absolutely! Many of my clients return for fresh audits or new goal planning sessions as their business grows or shifts. These services are perfect for recalibrating when you're entering a new season.

  • You’re not left hanging. Depending on your package, you’ll receive check-ins, recordings, and detailed takeaways to keep the momentum going. Plus, I’m available for additional support if you need a boost down the line.

Goal planning & business auditing for women entrepreneurs

Ready to get unstuck?

And move with INTENTION. Whether you need clarity, strategy, or systems—it starts with a conversation.