Business Startup Services
Start your business with a solid foundation. We handle entity formation, registrations, accounting setup, and your first year of operations—all in one engagement.
Starting a Business Shouldn't Be This Hard
Most founders cobble together formation, registrations, and accounting from different sources—leading to gaps, mistakes, and a shaky foundation.
Overwhelmed by Choices
LLC, S-Corp, C-Corp—what's the right entity? Online articles give conflicting advice, and the wrong choice has lasting consequences.
No Tax Considerations
Entity decisions made without understanding the tax implications. Most founders don't realize the impact until it's too late to change easily.
DIY Formation Mistakes
Using online services that file documents but provide no strategic guidance. Operating agreements copied from templates that don't fit your situation.
No Financial Foundation
Business launched without proper accounting setup, payroll registrations, or financial processes. Playing catch-up from day one.
Lessons from Past Ventures
Serial founders who made mistakes before and want to avoid repeating them—but aren't sure how to start on the right foot this time.
Everything in One Engagement
We take care of the entire setup—from document filing through QuickBooks configuration and your first 6 months of accounting. Start on the right foot with the right entity, given your desired trajectory and tax considerations.
Strategy-First Entity Selection
We start with your goals—growth trajectory, funding plans, tax situation—and recommend the entity structure that supports where you're headed.
Complete, Not Piecemeal
Everything bundled together: formation, registrations, accounting setup, and ongoing support. One engagement, one team, no gaps.
Built for Your Future
We don't just get you set up—we build a foundation designed to scale. The right chart of accounts, processes, and framework from the start.
Natural Progression
After setup, we transition seamlessly into ongoing support at whatever level you need—whether that's light bookkeeping or full finance operations.

Complete Startup Package
Everything you need to launch with a solid financial foundation—formation, registrations, accounting setup, and first-year operations support.
Entity Formation
- Entity type recommendation based on your trajectory and tax considerations
- Document filing with the state (LLC, S-Corp, or C-Corp)
- Operating agreement or corporate bylaws
- S-Corp election filing (if applicable)
Registrations & Compliance
- EIN (Employer Identification Number) application
- State payroll registrations
- Initial compliance calendar setup
- Business license guidance
Financial Foundation
- QuickBooks Online setup and configuration
- Chart of accounts tailored to your business
- Bank and credit card integrations
- Expense tracking and categorization framework
First Year Operations
- First 6 months of accounting included
- Navora transactions and A/P approvals for 12 months
- Monthly financial review and cleanup
- Transition planning for ongoing relationship
One Package, Complete Foundation
Everything bundled together—no surprises, no piecemeal billing.
Business Startup Package
Complete setup from formation through your first year of operations
Who This Is For
Business Startup Services is for anyone wanting to start a business on the right foot—with proper structure, tax-smart decisions, and a financial foundation built to scale.
- Founders starting a new business and wanting to do it right from day one
- Side projects transitioning to full-time ventures
- Serial entrepreneurs who learned hard lessons and want to avoid past mistakes
- Anyone who wants formation + accounting handled together, not piecemeal
- Founders who value having a trusted advisor from the very beginning
Get Started with Business Startup Services
Tell us about your needs and we'll schedule a complimentary consultation.
Startup Resources
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