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Business Foundation

Set up for success
from the start

Starting a business is hard, but so is running one without the right systems in place. Whether you are brand new or have been in business for years, we will help you build a strong foundation that supports long-term success.

Why it matters

Many businesses struggle in their first few years not because the idea was bad, but because the financial foundation was weak. You should not have to figure this out on your own. We provide education, coaching, and hands-on setup in the areas that matter most.
Structuring your business entity

Choosing the right entity can save you thousands in taxes and protect your business from unnecessary liability.

Setting up your QuickBooks

We will make sure QuickBooks is set up correctly, including your chart of accounts, invoicing, payments, and reconciliations.

Tax compliance and payroll setup

From EIN registration to payroll systems and state and federal compliance, we will make sure you are covered.

Guidance and advisory support

Coaching on key decisions such as employee versus contractor status, retirement plan selection, and best practices for managing cash flow.

Who is this program right for?

Have a dedicated advisor in your corner from the start

one-on-one

Focused, one-on-one coaching in our office. Videoconferencing is also an option.

Strategic session
Start with a strategic session. which enables us to get to know you and your business and identify your unique needs.
Training & guidance
Guidance on business fundamentals and accounting system setup prepares you to manage the financial function of the business.
What to expect

We start with a full deep dive into your business

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#1

We dive into the set up & financial of your buisness

#2

We provide strategy recommendations…

#3

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#4

We meet regularly to keep you accountable

The Program

Business Foundation Services

Business Foundation Packages

$3,125

Entity Selection/Structure

Quickbooks

Tax Compliance

Setup Payroll

Advisory

ADD-Ons

$975

for Corporations

$1,275

for LLCs

Add-Ons Features

Start with a clean financial foundation

Get the structure, systems, and support you need to run your business with confidence.