Startup Consultation Services

Helping Entrepreneurs Build Strong Foundations for Success

Starting a business is exciting, but navigating the complexities of setup, financial planning, and compliance can be overwhelming. Our Startup Consultation Services provide expert guidance to help entrepreneurs launch and grow their businesses with confidence. Whether you're in the idea stage or ready to scale, we offer tailored support to set you up for success.

Business Entity Selection & Formation

Guidance from our CPA partnerships on choosing the right legal structure (LLC, S-Corp, C-Corp, Sole Proprietorship) and registering your business.

Bookkeeping & Accounting Setup

Setting up accounting systems like QuickBooks to track finances efficiently from day one.

Tax Planning & Compliance

Our CPA partnerships ensure you understand business tax obligations and strategies to minimize liabilities.

Operational Workflow Development

Streamlining processes to improve efficiency and productivity.

Financial Planning & Budgeting

Helping you create a solid financial foundation, including cash flow management and cost projections

Payroll & HR Compliance

Assisting with payroll setup, employee classification, and tax compliance.

Business Banking & Credit Setup

Helping you open the right business bank accounts and establish business credit.

Growth & Scaling Strategies

Providing insights on funding options, investor preparation, and scaling operations.

Tailored pricing for full-service startup support, including entity formation, financial setup, and operational consulting as well as offering flat-rate review of your business plan, financials, and compliance checklist.