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.
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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+