Key Role Description

Advisor

Shares technical expertise in areas like legal, finance, or marketing, offering specific guidance to help entrepreneurs address challenges in their business.

Advisor

Why This Role Matters

Advisors play a powerful role in helping entrepreneurs navigate key business challenges. By sharing professional expertise in areas like finance, marketing, legal, operations, or HR, Advisors help participants gain clarity, avoid costly mistakes, and build confidence as they grow their businesses.

Advisors typically engage on an as-needed or short-term basis, offering targeted insight or mentorship through 1:1 meetings, group office hours, or special sessions. Their real-world experience makes them valuable sounding boards for early-stage entrepreneurs who are still learning how to make informed decisions.

Key Responsibilities

  • Provide Subject Matter Expertise
    Offer insights based on your professional background (e.g., legal, accounting, marketing, HR, operations) to help entrepreneurs understand key business functions.
  • Review Business Ideas or Plans
    Offer constructive feedback or technical insight based on participants' specific questions or growth areas.
  • Support Decision-Making
    Help entrepreneurs understand trade-offs, risks, and best practices as they develop or refine their ideas.
  • Mentor or Coach as Needed
    Provide informal guidance or direction in one-on-one or group settings, through scheduled office hours, virtual check-ins, or community events.
  • Connect Entrepreneurs to Resources
    Refer participants to helpful tools, networks, or professional services when relevant.

Ideal Qualifications

  • Subject matter expertise in a professional field (e.g., law, accounting, finance, marketing, HR, IT, operations)
  • Real-world experience advising or working with small businesses, startups, or community organizations
  • Strong communication skills and the ability to explain complex topics in plain language
  • A collaborative and respectful approach, focused on empowerment, not selling services
  • Willingness to offer flexible support based on community needs and your availability

Time Commitment

Flexible and determined by the advisor’s availability and the needs of the organization or participant(s). Advisors may support a program through:

  • A one-time guest appearance or workshop
  • A virtual or in-person office hour session
  • Ongoing check-ins with assigned participants
  • Occasional group feedback sessions or panels

Notes for Host Organizations

Community organizations are encouraged to partner with local professionals who are willing to share their expertise as a way of giving back to the community. You might engage advisors as volunteers, offer modest honorariums, or split the cost with participants to make services more accessible.

Many communities find success by hosting “Advising Hours” during the second half of a program, bringing together a mix of advisors for participants to consult with in a casual, no-pressure setting.

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Checking Account

Before you get started

1

We are not able to service these businesses at the moment:

  • Crypto Currency and Money Services
  • Privately Owned ATMs
  • Marijuana-Related
  • Gambling
  • Money Services Business
  • Business headquartered outside of the U.S.
2

At this time we are offering online business checking accounts through bank partners in these states:

  • Arizona
  • California
  • Idaho
  • Nevada
  • New Mexico
  • Oregon
  • Texas
  • Utah
  • Washington

Is your business in one of these states?