Progressive Ideals llc
You're building a successful business - So why does the financial side still feel uncertain?
~Do you really trust the numbers, or are you just hoping they’re right?~If you needed funding today, would you qualify?~What happens to you financially, if you had to stop working sooner than you planned for?
Financial confidence comes from knowing your numbers, preparing for opportunity, and protecting what you’re building
If you are here, chances are you are dealing with one or more of the following:
You have QuickBooks Online, but you don't fully trust the numbers
Your Revenue has grown, but your financial confidence hasn't
You are unsure whether your business is actually fundable
You haven't built business credit - or don't know where to start
Tax time feels reactive and stressful
Retirement feels important, but unclear or risky
You are carrying financial decisions alone
You are not behind.
You just don't have a clear financial framework.
Most women entrepreneurs are taught how to start a business- not how to build financial infrastructure that supports growth.
You are expected to figure it out:
Bookkeeping
Funding requirements
Business credit
tax strategy
Retirement Planning
All while running the business, and sometimes
the numbers don't add up.
That's not a personal failure.
It's a systems gap.
F.O.R.W.A.R.D.™ Financial System
F.O.R.W.A.R.D. is the framework designed to close that gap.
Progressive Ideals LLC's signature financial readiness framework is designed for women entrepreneurs to use, and move from financial uncertainty to clarity, confidence, and control.
F — Financial Organization
QuickBooks diagnostic, cleanup, and ongoing bookkeeping support.O — Operational Readiness
Systems, documentation, and financial structure lenders expect to see.R — Readiness for Funding
Business credit building and capital preparation strategies.W — Wealth Growth & Protection
Tax-efficient, protected-growth retirement strategies designed to preserve what you earn.A — Accountability & Support
Monthly check-ins, progress tracking, and strategic guidance.R — Reporting & Monitoring
Clear, easy-to-understand reports that show exactly where your business stands.D — Development for the Future
Ongoing financial guidance.
Services
This framework is supported through a set of focused services designed to meet you where you are and guide you forward:
Financial Organization & QuickBooks support Diagnostics, cleanup, ongoing oversight
Business Credit & Funding Readiness
Preparation before you need capital
Clear financial reporting & strategic guidance
So decisions are backed by real numbers
Protected, tax-efficient retirement strategies
Long-term security without unnecessary risk
Each Service stands alone - and works even better together.
Resource
The Women Entrepreneur's Funding Readiness Checklist is a free resource designed to help women business owners understand what lenders look for before applying for funding.
It covers business structure, financial documentation, QuickBooks readiness, business credit, cashflow, tax preparedness, and common red flags- so you can identify gaps, and move forward with confidence.
Who Am I?
I am Stephanie, and I specialize in helping women who run small businesses to become financially organized, fundable, and future ready.
I partner with trusted companies to deliver high-quality retirement solutions, and business funding support.
You get guidance - without the confusion.My mission is simple: Help women entrepreneurs build strong financial foundations so they can grow confidently and keep more of the money they work hard for.
Ready to get financially organized, fundable, and future-ready?
Let's talk about your goals.
Privacy Policy
Progressive Ideals LLCLast updated: 2/8/2026Progressive Ideals LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, store, and protect information when you visit or interact with our website.
1. DefinitionsFor the purposes of this Privacy Policy:“Personal Data” means any information that identifies or can reasonably be linked to an individual, such as name, email address, IP address, or business information.“Processing” means any operation performed on personal data, including collection, storage, use, disclosure, or deletion.“Data Subject” refers to the individual whose personal data is being collected.“Website” refers to this website operated by Progressive Ideals LLC.“Third-Party Service Providers” refers to external companies that process data on our behalf to support website operations, communications, scheduling, or analytics.
2. Who We AreBusiness Name: Progressive Ideals LLC
Location: United States, Connecticut
Contact Email: [email protected]
3. Information We Collect
a. Information You Provide VoluntarilyWe collect personal data when you:Submit a contact or inquiry form
Schedule a consultation or meeting
Subscribe to email communicationsThis information may include:Name
Email address
Phone number
Business name
Any information you choose to provide
b. Automatically Collected InformationWhen you visit the Website, we may automatically collect certain data, including:IP addressBrowser type and device informationPages visited and time spent on the WebsiteReferring URLsThis data is collected through cookies and similar tracking technologies.
4. How We Use Your InformationWe use personal data to:Respond to inquiries and communications
Schedule and manage consultations
Provide requested information or services
Send email communications you opt into
Improve Website performance and user experience
Maintain internal business records
Comply with legal obligationsWe do not sell, rent, or trade personal data.
5. Third-Party Service ProvidersWe use trusted third-party service providers to support our operations, including:Website hosting and analytics services (e.g., traffic measurement tools)
Scheduling and appointment management platforms
Contact form and customer relationship systems
Email marketing and communication platformsThese providers process personal data only as necessary to perform their services and are required to protect your information in accordance with applicable data protection laws.
6. Legal Basis for Processing (GDPR)If you are located in the European Economic Area (EEA), we process your personal data under one or more of the following lawful bases:Consent – when you voluntarily submit information or opt into communications
Legitimate interests – to operate, maintain, and improve our Website and services
Contractual necessity – when providing requested services
Legal obligation – when required by law
7. Cookies & Tracking TechnologiesWe use cookies and similar technologies to:Analyze Website traffic
Monitor site performance
Improve user experienceYou may control or disable cookies through your browser settings. Disabling cookies may affect Website functionality.
8. Data RetentionWe retain personal data only for as long as necessary to:Fulfill the purpose for which it was collected
Meet legal, accounting, or regulatory requirements
You may request deletion of your personal data at any time.
9. Data SecurityWe take reasonable administrative, technical, and organizational measures to protect personal data. However, no method of transmission or storage is completely secure.
10. Your Rights Under GDPRIf you are located in the EEA, you have the right to:Access your personal data
Correct inaccurate or incomplete data
Request deletion of your data (“right to be forgotten”)
Restrict or object to processing
Withdraw consent at any time
Request data portability
Lodge a complaint with a data protection authorityTo exercise these rights, contact us at [email protected].
11. Children’s PrivacyThis Website is not intended for individuals under the age of 18. We do not knowingly collect personal data from children.
12. International Data TransfersYour information may be transferred to and processed in countries outside your country of residence. We take reasonable steps to ensure appropriate safeguards are in place.
13. Changes to This Privacy PolicyWe may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
14. Contact InformationIf you have questions about this Privacy Policy or your personal data, contact:Email: [email protected]
Copyright © 2026, Progressive Ideals LLC. All rights reserved.
Terms & Conditions
Progressive Ideals LLCLast updated: 2/8/2026These Terms & Conditions govern your use of this website and any services provided by Progressive Ideals LLC.By accessing this website, you agree to these terms.
1. Website UseThis website is provided for informational and educational purposes only. You agree to use it lawfully and not engage in activities that may harm the site or its users.
2. Services OfferedProgressive Ideals LLC provides:Free 30-minute consultations
Bookkeeping and financial organization services
Ongoing monthly bookkeeping support (where applicable)
Business credit and funding readiness education
Financial strategy and retirement educationNo payments are accepted directly through this website.
3. No Professional Advice DisclaimerInformation provided on this website or during consultations is for educational and informational purposes only and does not constitute legal, tax, financial, or investment advice.You are encouraged to consult licensed professionals for advice specific to your situation.
4. Consultations & SchedulingFree consultations are limited to 30 minutes.
Scheduling is managed through TidyCal or Calendly.We reserve the right to decline or reschedule consultations at our discretion.
5. Ongoing Services & Refund PolicyOngoing services may be offered on a monthly basis.
Specific terms will be outlined in a separate client agreement.No refunds are provided once services have begun.
6. Client ResponsibilitiesYou agree to:Provide accurate and complete information.
Respond promptly to requests necessary for service delivery.Understand that outcomes depend on your participation and accuracy of information provided.
7. Intellectual PropertyAll content on this website — including text, branding, graphics, and frameworks — is the property of Progressive Ideals LLC and may not be copied, reproduced, or distributed without written permission.
8. Limitation of LiabilityProgressive Ideals LLC is not liable for:Any direct or indirect damages resulting from use of this website
Decisions made based on information provided
Technical errors or service interruptionsUse of this website and services is at your own risk.
9. Third-Party LinksThis website may contain links to third-party websites. We are not responsible for their content or privacy practices.
10. Governing LawThese Terms & Conditions are governed by the laws of the State of Connecticut, United States.
11. Changes to These TermsWe may update these Terms & Conditions at any time. Continued use of the site indicates acceptance of the updated terms.
12. Contact InformationEmail: [email protected]
Copyright © 2026, Progressive Ideals LLC. All rights reserved
Important Information & Disclosures
Progressive Ideals LLC
The information presented in this document, including the
FORWARD™ Business Financial System framework, is provided for
educational and informational purposes only and does not constitute
tax, legal, investment, lending, or financial advice. Implementation of
any concepts discussed should be based on the individual circumstances
of each business and in consultation with appropriately licensed
professionals
Services referenced may include bookkeeping and financial organization
support, business funding & credit facilitation, and retirement education.
Business funding and credit services are provided in a broker capacity
and involve third-party lenders and service providers. All lending
decisions, terms, approvals, and outcomes are determined solely by third
party institutions and are not guaranteed. Retirement strategies and
financial products, when referenced, are provided through third-party
providers and are subject to their terms, disclosures, and eligibility
requirements
No guarantees are made regarding financial performance, funding
approval, tax outcomes, investment results, or business success.
Past or i lustrative examples do not represent future results
The FORWARD™ Business Financial System framework, related materials,
language, structure, and presentation are proprietary and protected by
copyright. Unauthorized reproduction, distribution, or use of this material, in
whole or in part, without express written permission is prohibited
Copyright © 2026, Progressive Ideals LLC. All rights reserved