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.

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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We dive into the set up & financial of your buisness

We provide strategy recommendations…

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We meet regularly to keep you accountable

The Program

Business Foundation Services

Business Foundation Packages

$3,125

Entity Selection/Structure

Explanation of Different Entity Types
Taxation
Liability Protection
Cost to Set Up & Annual Fees
Compensation to Owners
Bookkeeping/Accounting Requirements

Quickbooks

Set Up QuickBooks File
Company File
Chart of Accounts
Bank and Credit Card Accounts
Set Up Invoicing and Receiving Payments
Set Up QBO Electronic Payment of Invoices
Set Up Vendor Bills and Payments
Add Company Branding
2 Hours of QBO Training

Tax Compliance

Setup Payroll

Register with Federal and State Employment Agencies
Set Up Client/Employees in System
Obtain Worker's Compensation Insurance
2 Hours of Training on How to Enter Hours and Print Reports
Sample Employee Handbook
Sample Employee Documents

Advisory

ADD-Ons

$975

for Corporations

$1,275

for LLCs

Start with a clean financial foundation

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

Set up for success from the start