Business Formation

We assist with:

• Forming your LLC

• Registering your business with the state

• Obtaining your Federal EIN (Tax ID)

• Determining the appropriate tax structure

• S-Corporation election guidance (if beneficial)

• State business registrations

 

Banking & Financial Accounts

We help you establish proper separation between personal and business finances.

This includes:

• Opening business bank accounts

• Setting up business credit cards

• Structuring owner contributions

• Recording initial startup expenses correctly

 

Tax & Compliance Accounts

We register and set up required accounts such as:

• Sales tax accounts (if applicable)

• State tax registrations

• Employer payroll tax accounts

• Unemployment accounts

You know what accounts you need — and what you don’t.

 

Payroll Setup

If you have (or plan to have) employees:

• Payroll system setup

• Employee onboarding setup

• Payroll tax registrations

• Payroll reporting configuration

 

QuickBooks Online Setup

Your accounting system is built correctly from the beginning:

• New QuickBooks Online company setup

• Chart of accounts customized to your business

• Connecting bank & credit card feeds

• Setting up invoicing and payment processing

• Sales tax setup (if needed)

• Expense tracking structure

 

Historical Bookkeeping Setup

We also help you start clean even if you already began operating.

• Enter opening balances

• Record startup costs

• Back-enter prior transactions if needed

• Reconcile beginning months

• Establish a clean starting date

Your books begin accurate — not messy.

 

Systems & Workflow Setup

We also establish how your business will run day-to-day:

• Invoicing and payment systems

• Receipt capture and document storage

• Expense tracking processes

• Financial reporting structure

• Automation and integrations where helpful

 

Guidance & Support

You won’t be handed software and left alone.

I meet with you (in person or virtually) to:

• explain how everything works

• answer questions

• show you how to use your systems

• help you understand your financial responsibilities

 

The Result

When we’re finished, you have:

 

✔ a legally formed business
✔ proper tax registrations
✔ organized financial records
✔ functioning accounting software
✔ a clear process to follow

 

You start your business correctly — not by trial and error.