Business Growth Checklist

Run a Smarter, Leaner, More Profitable Business—With the Right Support

You’ve launched your business—now it’s time to make sure it runs like a well-oiled machine. Whether you're growing quickly or fine-tuning your systems, this checklist will help you streamline operations, save time, and improve profitability. Each item on this list points you to a trusted partner who can help.

Keep Your Books Accurate and Up to Date

Accurate bookkeeping is the foundation of every successful business. If your records are behind or inconsistent, it affects everything from cash flow to tax season.

Need help staying current or cleaning up the past?

ACB Logistics Services offers full bookkeeping support, including clean-up and catch-up services, monthly reporting, and accounting process improvements.

You shouldn’t have to guess how your business is doing. Reliable, easy-to-read financial reports and expert insights help you make better decisions every month.

Want to improve profits and cash flow?

ACB also provides financial coaching and monthly reporting to help you read and act on your numbers like a CEO.

Waiting until tax season to “figure it out” leads to stress, surprises, and missed deductions. Strategic tax planning ensures you’re prepared and compliant year-round.

Need tax planning support?

Scott Milburn at Advocates Law Group can help with tax structure, legal compliance, and coordination with your accountant or CPA.

From contracts and compliance to risk mitigation and dispute resolution, having legal support protects your business from costly mistakes.

Looking for straightforward legal advice?

Scott Milburn brings decades of business law experience and also supports startups and growing businesses with strategic operations planning.

Your website should reflect your brand, load quickly, be easy to update, and serve your business goals—whether it’s attracting leads, making sales, or building trust.

Is your site outdated or hard to manage?

Wonderland Maui offers website design, updates, and maintenance—at one simple monthly rate.

Regular marketing activity helps you stay visible, drive sales, and build strong relationships with customers. That means having a strategy—not just throwing up the occasional post or ad.

Need help staying consistent and strategic?

Work with Wonderland Maui to build and execute a marketing plan, train your team, or get ongoing support from their AI-powered Growth Partner program.

If your payment systems are clunky, confusing, or expensive—you’re losing time and money. You need a flexible system that fits your business and makes getting paid fast and simple.

Want better payment tools or lower fees?

808 Payment Solutions can set you up with credit card processing, ACH, POS devices, invoicing tools, and even funding solutions.

Downtime, outdated systems, or cybersecurity risks can stall your business. Proactive tech support and maintenance can prevent problems before they cost you.

Need responsive, reliable IT help?

Maui Tech Support offers managed IT services, on-site and remote support, cybersecurity, and compliance solutions.

From HIPAA and PCI compliance to general security protocols, keeping your systems and data safe is not just smart—it’s essential.

Unsure if your systems are secure?

Maui Tech Support can audit your setup, help you meet compliance standards, and keep your technology aligned with industry best practices.

If your business owns, rents, or manages physical property—whether residential or commercial—you need someone you can trust to keep things running smoothly.

Need help with property management or real estate?

Lisa Setiawati at Royal Realty can assist with short- and long-term rental management, commercial leasing, and investment property support.

Stay Efficient. Stay Profitable. Stay Focused.

You don’t have to do it all yourself—and you shouldn’t. Whether you need one-time help or ongoing support, our trusted Business Services Group is here to help you simplify operations, increase efficiency, and get back to doing what you love.

Start by contacting any one of our providers.

They’ll help with your current need—and connect you with other trusted experts in our group as your needs grow.

Let’s streamline your business—together.

Have questions or not sure where to begin? Reach out to any of the listed providers directly to start improving your operations today.