One-on-One Counseling

One-on-one counseling involves a service provider providing knowledge and recommendations on business activities in addition to assisting the small business owner or entrepreneur in drafting plans, implementing, and/or executing plans. This supports business viability and business retention. There are 11 different types of one-on-one counseling.

Outcome Tracking: For one-on-one counseling, you must enter the number of hours of counseling in SmallBusinessCentral when entering the service end date. Loan Application, Real Estate Counseling, and Regulatory Compliance and Permit Counseling have activity outcomes, which are detailed in the table below.

Counseling Type	Definition
Accounting Counseling	Service provider provides assistance in activities with the goals to stabilize the business's or entrepreneur's financial processes such as conducting a financial analysis, projecting profitability, developing a financing/capital plan, helping hire a bookkeeper or securing an accountant, taxes and/or buying or implementing POS or QuickBooks.
Business Operations Counseling	Service provider assists in developing individual service plans, business plans, and scopes of work for small business or entrepreneur.
Grant Application Counseling	Service provider assists the small business owner or entrepreneur in finding appropriate grant programs and/or applying to them.
Human Resource Counseling	Service provider assists with evaluation and/or strategy development for recruiting, retaining, and reinvesting in paid employees and volunteers.
Legal Services	A legal professional (for example, licensed attorney) assists with business needs which may include small business establishment and formation, sale, or franchising. Other types of one on one counseling (for example, Human Resources, Regulatory, etc.) turn into legal services when the legal professional steps in to assist.
Loan Application Counseling	Service provider assists a small business owner or entrepreneur in finding an appropriate loan programs and/or applying to a loan application. Outcomes: Loan Application Submitted Loan Secured Amount of Loan Secured
Marketing Strategy Counseling	Service provider provides assistance in activities with the goals to increase business exposure, sales and revenue such as developing a marketing plan and implementing a marketing plan.
Real Estate and Lease Assistance Counseling	Service provider provides real estate and direct case management services such as conducting a vacancy assessment, making location referrals, and drafting letters of intent. Service provider may represent businesses in negotiating leases. Outcomes: Property Acquired Lease Signed Type of Lease (New or Renewal) Square Footage
Regulatory Compliance and Permit Counseling	Service provider supports small businesses or entrepreneurs with securing business licenses, permits and/or to be in compliance with state or local laws and regulations (e.g. ADA, alcohol licenses, building regulations, business registration, etc.). Outcomes: (for small business entrepreneurs only) New business registered Business Account Number