Startup
Helping New Businesses Take Root
Starting a business is exciting, but it comes with a lot of unknowns. We help turn the chaos into clarity by guiding you through each step of the financial setup process. From entity types to EINs, bank accounts to bookkeeping software, we provide checklists, advice, and ongoing support so you can launch with confidence and stay compliant from day one.
Pain Point
I don’t know what steps to take as a new business
I’m afraid I’ll miss a tax registration or deadline
I don’t know what type of business entity I should be
I’m not sure what I need to be tracking or how
I want to start smart, but I’m overwhelmed
Our Solution
We provide a step-by-step startup checklist tailored to your business
We help you register correctly and track important dates from the beginning
We offer guidance on entity types and how they affect your taxes and books
We set you up with QuickBooks Online, build your Chart of Accounts, and teach you what you need to know
We break it down into manageable steps and walk with you through each one