Coaching · Bookkeeping · Funding

Build, launch,
and grow your
business with confidence.

From idea to income — I help you start your business, manage your finances, and access the funding you need to scale.

04 Core services
03 Tailored packages
1:1 Personal guidance
About

Practical guidance for real-world entrepreneurs.

I help aspiring entrepreneurs and small business owners turn ideas into profitable businesses. With a focus on clarity, strategy, and financial organization, I guide you through every step — from discovering the right business for you to setting up your bookkeeping systems and securing funding.

Whether you're starting from scratch or need structure in your current business, I provide practical, results-driven support designed to help you move forward with confidence.

— Carla Orellana
What I Offer

Four services. One throughline: getting you from where you are to where you're going.

i. Service One

Business Startup Coaching

A clear roadmap for the moment everything feels unclear.

What You Get
  • Business idea discovery and validation
  • Step-by-step startup plan
  • Business name, structure, and registration guidance
  • Target audience and niche clarity
  • Pricing and offer creation
Perfect for beginners who want direction and confidence.
ii. Service Two

Discover Your Ideal Business

Uncover profitable ideas aligned with your strengths and goals.

What You Get
  • Personalized business idea assessment
  • Skills and passion alignment
  • Market demand analysis
  • 3–5 profitable business ideas tailored to you
  • Action plan to get started immediately
For those who know they want to start — but not what.
iii. Service Three

Bookkeeping Setup & Support

Get your finances organized from day one.

What You Get
  • Business bank account setup guidance
  • Bookkeeping system setup (QuickBooks or similar)
  • Expense and income tracking system
  • Monthly bookkeeping support options
  • Financial clarity to make better decisions
Ideal for new and growing businesses that want to stay tax-ready.
iv. Service Four

Investment Coaching

Move past a savings account, with a strategy you understand.

What You Get
  • Foundation check — emergency fund, debt, cash flow
  • Account types explained (401k, IRA, Roth, brokerage)
  • A strategy built around your risk tolerance
  • Ongoing check-ins as your goals grow
Guidance and planning — not managed money.
Choose Your Path

Three packages, one unforgettable shift — from stuck to launched to scaling.

Each package builds on the last, designed to meet you exactly where you are and take you exactly where you want to go.

Starter

Starter

Begin with clarity.
$297 or 2 payments of $158
  • 1 Business Discovery Session
  • Business Idea + Plan
  • Startup Checklist
Choose Starter →
Scale

Scale

Fund it. Grow it. Own it.
$1,997 or 4 payments of $524
  • Everything in Growth
  • Funding Strategy + Support
  • 60-Day Coaching
Choose Scale →
Investment Coaching

Ready to start investing, not just saving?

Education and strategy for business owners and individuals — guidance and planning, not managed money.

One Session

Investment Coaching

Accounts, strategy, and a plan to get started — in a single session.

$397

Book Session →
Ongoing

Investment Check-In

Monthly check-ins as your investments and goals grow.

$49/mo

Book Check-In →
How It Works

A simple four-step path forward.

01

Book a consultation

Start with a no-pressure call so we can understand where you are and what you need.

02

Create your plan

Together we build a personalized roadmap tailored to your goals, strengths, and timeline.

03

Take guided action

You execute with structure and support — no guessing, no wandering, no overwhelm.

04

Launch and grow

Step into your business with confidence, clarity, and the systems to keep growing.

Free Tools

Run your own numbers first.

No email required to see your first result — start here before you book anything.

Debt

Debt Payoff Calculator

See your real payoff date based on your actual balances and interest rates.

Try It →
Cash Flow

Business Cash Flow Calculator

Find out what's actually left over each month once every expense is accounted for.

Coming Soon →
Funding

Funding Readiness Calculator

Get a quick read on how lender-ready your business is before you apply.

Coming Soon →
In Their Words

What clients say after working together.

I went from confused to launching my business in weeks. The clarity and structure changed everything.
A.M.  ·  Founder, Service-Based Business
My finances are finally organized and I feel like a real business owner now.
J.T.  ·  Small Business Owner
Free Guide

3 Hidden Money Blocks Keeping You Stuck

Download now and start shifting your mindset and strategy to attract more income — without overhauling everything you're already doing.

Delivered straight to your inbox. No spam — just the guide and the occasional helpful note.

Get the guide

Where should I send it?

Your Next Step

Ready to start your business?

Book your consultation today and take the first step toward building your future.

Book Your Consultation
Digital Products

Resources to accelerate your growth.

Practical guides and tools you can start using today.

Ebook

Start Smart: The Complete Beginner's Guide to Launching Your Own Business

A step-by-step guide to launching your business with clarity and confidence — even if you're starting from zero.

$27

Get It Now →
Guide

The Debt-Free Blueprint

Stop making minimum payments and start making real progress. A step-by-step system to list, prioritize, and eliminate your debt — starting today.

$14.99

Get It Now →
Business Funding

Need cash flow or capital to expand?

If your bank turned you down, that doesn't mean funding isn't out there. I'm partnered with ROK Financial to help match you with real options, not a sales pitch.

— SBA & term loan readiness
— Lines of credit vs. lump-sum funding
— What lenders actually look at
— Matched through my ROK Financial partnership
Get In Touch

Let's start the conversation.

Reach out directly or fill out the form. I personally read every message and will respond within one business day.

Email info@universalfinancialcenter.net
Phone (661) 402-1809
Hours Mon–Fri · 10am–3pm