Business & Bookkeeping Foundations
Start Right. Grow Strong.
Your business deserves a solid foundation from day one. We combine entity setup with bookkeeping system setup so you can launch (or relaunch) with clarity, compliance, and confidence.
From choosing the right legal structure to setting up QuickBooks or another accounting platform, we handle the details that make the difference. You’ll walk away with:
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The right entity type for your business goals
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A compliant EIN and state registration
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A properly structured Chart of Accounts
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A bookkeeping system that’s ready for accurate reporting and tax prep
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The knowledge and tools to keep your business financially healthy from the start
No more second-guessing paperwork or scrambling at tax time—just a clear, organized financial foundation.
Starter
Best for solo entrepreneurs or very small businesses starting from scratch.
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Business consultation to determine ideal entity type (LLC, S-Corp, etc.)
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Filing of EIN (federal tax ID)
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Basic state registration guidance
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QuickBooks Online (or other system) setup
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Basic Chart of Accounts creation
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30-minute walkthrough of your system
Investment: $399
Standard
For businesses that want tailored setup plus training.
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Everything in Starter, plus:
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Assistance with DBA or assumed name filings (if needed)
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Customized Chart of Accounts for your industry
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Bank feed setup and connection
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One month of initial transaction entry and reconciliation
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60-minute live training session on using your bookkeeping system
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14 days of post-setup email support
Investment: $699
Advanced
Full-service setup with ongoing support for a seamless launch.
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Everything in Standard, plus:
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S-Corp election filing (if applicable)
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Payroll system setup (optional)
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Two months of bookkeeping catch-up and reconciliation
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30 days of priority support (phone & email)
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Two 30-minute follow-up coaching calls within 60 days
Investment: $1,199+