
Business Startup
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
Starting without a proper chart of accounts, accounting software, or financial processes leads to problems that compound over 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
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.
Starting at $10,000
Complete setup from formation through your first year of operations
- Entity formation & filing
- EIN & state registrations
- Operating agreement/bylaws
- QuickBooks Online setup
- 6 months of accounting
- 12 months A/P approvals
- Navora transaction support
- Strategic consulting
Naturally transitions to ongoing Operational Accounting relationship
Who This Is For
- 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
Get Started with Business Startup Services
Tell us about your needs and we'll schedule a complimentary consultation.
Start the ConversationRelated Services
Fractional CFO
Executive-level financial strategy for business owners who want to make smarter decisions without the overhead of a full-time hire.
Learn moreFractional Controller
Professional oversight of your accounting operations with audit-ready processes and reliable monthly closes.
Learn moreOperational Accounting
Day-to-day bookkeeping with consistent processes, clear timelines, and reliable financial reporting.
Learn moreRecent Insights
Why Software for Business Accounting Isn't Enough: The Missing Link
Is accounting software enough for your business? Learn why even the best software needs a financial expert to chart your course to success.
401k Plans for Business Owners: Comparing Your Options
Confused about 401k plans for business owners? Compare solo 401k options, learn about tax advantages, and chart a course to maximize your retirement savings.
How Long Does a Tax Extension Last? Key Timelines Explained
A tax extension gives you extra time to file your taxes, but how long does it last? Discover the key deadlines, timelines, and next steps for staying compliant.