Get Your New Business Set Up Right from Day One
The decisions you make when starting a business have long-term consequences. We help new business owners choose the right entity, set up proper accounting, plan for taxes, and build a financial foundation that supports growth.
Schedule a Consultation
Tell us how we can help and we'll be in touch within one business day.
How can we help?
What You Get
Starting a business involves critical financial and legal decisions that are much easier to get right the first time than to fix later. We guide new business owners through entity selection (LLC, S-Corp, C-Corp, sole proprietorship), state and federal registration, accounting system setup, initial tax planning, and the financial groundwork needed to operate professionally from the start. Our goal is to help you avoid common startup mistakes and build a solid financial foundation.
Is This Right For You?
Who This Service Is For
See if your situation matches one of the common scenarios we help with.
First-Time Business Owners
You are starting your first business and want to make sure you set up the financial and legal foundation correctly. The decisions you make now will affect you for years.
Side Hustles Going Full-Time
Your side business has grown to the point where it needs proper structure, a separate bank account, accounting software, and a tax strategy.
Professionals Launching a Practice
You are leaving a firm to start your own practice and need help with entity selection, accounting setup, and estimated tax payments.
Experienced Operators Starting a New Venture
You have run businesses before, but every new venture has unique requirements. We help you structure this one for maximum tax efficiency and operational clarity.
Our Process
How We Work Together
A clear, structured process so you always know what to expect.
Discovery Conversation
We learn about your business idea, revenue model, ownership structure, and goals to determine the best entity type and financial setup for your situation.
Entity Selection & Formation
We recommend the optimal entity structure, guide you through formation and registration, and help you obtain your EIN and any required state tax IDs.
Accounting & Financial Setup
We set up your accounting software, chart of accounts, banking structure, and any necessary integrations so you can start operating with proper financial infrastructure.
First-Year Tax Planning
We develop a tax strategy for your first year, including estimated payment calculations, deduction planning, and retirement account recommendations.
Common Questions
Frequently Asked Questions
When should I talk to a CPA about starting my business?
Ideally, before you form your entity. Entity selection, state registration, and initial tax elections are much easier to do correctly upfront than to change later. Even if you have already formed your business, it is not too late to optimize your structure.
Should I be an LLC or an S-Corp?
It depends on your projected income, self-employment tax exposure, and operational needs. LLCs are simpler and less expensive to maintain, while S-Corps can save self-employment taxes once income reaches a certain level. We run the numbers for your specific situation to make the right recommendation.
How much does it cost to get started?
We will provide a specific quote after our initial conversation so there are no surprises. The engagement covers entity selection analysis, formation guidance, accounting setup, and first-year tax planning.
Do you help with business plans or financing?
We focus on the financial and tax aspects of starting a business. If you need a formal business plan for a lender, we can prepare the financial projections and statements section. We can also refer you to trusted partners for the narrative portions.
What if I already started my business without a CPA?
That is common, and it is never too late to get things organized. We can review your current structure, clean up your books, and make adjustments to get you on the right track going forward.
Related Services
You Might Also Be Interested In
Accounting System Development
We design and implement accounting systems tailored to your business. That includes selecting the right software, building a chart of accounts that matches your operations, configuring workflows for invoicing, bill pay, and payroll, and training your team to use it all confidently. Whether you are starting from scratch or migrating from a system you have outgrown, we make the transition smooth.
Learn MoreBusiness Tax Preparation Services
We prepare federal and state business tax returns for S-Corporations, LLCs, partnerships, and C-Corporations. Our service goes beyond compliance. We review your entity structure, calculate quarterly estimated payments, identify all available deductions and credits, and coordinate your business return with your personal return to minimize your total tax liability. We also advise on entity selection and restructuring when it can produce meaningful tax savings.
Learn MoreMonthly Bookkeeping Services
Our monthly bookkeeping service covers every aspect of keeping your financial records accurate and up to date. We handle transaction capture, bank and credit card reconciliations, accounts receivable and payable management, month-end closing, and financial statement preparation. We also track 1099 vendor payments throughout the year so you are ready when filing season arrives.
Learn MoreReady to Get Started?
Schedule a free consultation to discuss your needs. We will walk you through how we can help and give you a clear picture of pricing before you commit to anything.