Startups & Small Businesses
Building a solid financial foundation for your startup or small business - no finance degree required.
Entity Setup & Incorporation
We handle the paperwork and rules so you can launch without legal headaches. From picking your business type to filing forms, we set up everything for smooth day-to-day ops.
In plain terms:
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Business registration: We file with your state (e.g., LLC or Corp) and get your federal EIN—think of it as your business' "birth certificate."
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Accounting policies: Basic rules for tracking money, like how to record sales.
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Compliance setup: Checklists to stay IRS-legal from the start.
Why it matters: You focus on your idea; we make sure it's built to last.
Financial Statements & Reporting
We create clear, pro-reviewed reports that show your business's health—like a doctor's checkup for your finances. These keep you compliant and ready for banks or investors.
In plain terms:
- Balance Sheet: Snapshot of what you own vs. owe (assets/liabilities).
- Income Statement: Profit/loss over time—did you make money this month?
- Cash Flows & Equity: Tracks cash in/out; shows owner investment changes.
- Notes: Extra details, like big assumptions.
Why it matters: Spot trends early, avoid surprises, and impress partners with real numbers.
Bookkeeping & Monthly Close
We track every dollar in and out, like a super-organized assistant. Monthly, we balance books and whip up reports—so your records are always audit-ready.
In plain terms:
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Accounts Payable: Log bills and pay vendors on time.
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Accounts Receivable: Send invoices, chase payments, collect cash.
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Reconciliations: Match bank statements to your books (no more "where'd that $ go?").
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Year-end close: Prep for taxes (e.g., Schedule C for solos).
Why it matters: Cash flow insights help you pay yourself sooner; organized files mean stress-free tax season.
Accounting System Implementation
We pick and set up user-friendly software that grows with you— from simple spreadsheets to automated dashboards.
In plain terms:
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Tailored setup: Matches your industry (e.g., e-comm vs. services).
- Integration: Links to banks, payroll, or sales apps.
- Training: Quick how-to so you (or your team) can run reports yourself.
Why it matters: Saves hours weekly; scales without chaos as you hire or expand.
Tax Coordination
We tackle the tax maze so you don't have to—registrations, forms, and filings, all handled.
In plain terms:
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State registrations: Get sales tax permits where needed.
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Forms 1099: Report payments to contractors (avoids IRS fines).
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Sales/use tax returns: File quarterly for what you collect/owe.
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Income taxes: Partner with pros to prep and e-file your returns.
Why it matters: Stay penalty-free; uncover deductions to keep more cash in your pocket.
Banking
We guide you through opening business accounts and securing funding—paperwork included.
In plain terms:
- Setup: Choose banks with low fees, high limits; link to accounting software.
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Loans/credit lines: Help apply for SBA loans or lines up to $250K.
- Documentation: Gather statements, projections for approvals.
Why it matters: Reliable cash access fuels growth; we spot the best rates so you borrow smart.
Legal
Partnering with trusted lawyers, we draft or check key docs to protect your business.
In plain terms:
- Contracts: Client agreements, NDAs—clear terms, no loopholes.
- Operating agreements: Rules for co-owners (who does what?).
- Amendments/new setups: Update for hires or pivots.
Why it matters: Avoid costly disputes; sleep easy knowing your foundation is rock-solid.
