Getting your business started on the right foot requires more than just a great idea, it requires the right systems, filings, and structures in place from day one. Our Setup services are designed to handle the critical administrative, legal, and operational groundwork so you can focus on what you do best. From forming your business entity to opening your first bank account, we take the complexity off your plate and ensure everything is done correctly.
One-Time Setup Fee
Scope: Help with setting up the critical elements you need to make progress on the goals we discussed.
Client Value: So you can hit the ground running and avoid mistakes, we handle all the important setup details you need to reach the goals we discussed. With the essentials sorted, you can focus on what you do best instead of worrying about paperwork.
Accounting Platform Setup
Scope: Help setting up our recommended accounting to automate and support your custom accounting needs. This does not include accounting cleanup, reconciliation, or reporting if your financials are currently behind.
Client Value: So you can have a reliable accounting system without the tech headaches, we set up our recommended software tailored to your business. This gets your books running smoothly from day one, saving you time and frustration.
Payroll & HR Platform Setup
Scope: Help setting up our recommended platform to automate your payroll/HR needs. This does not include filing back payroll taxes, reports, or filings required to bring your payroll account up to date if currently behind.
Client Value: We get your payroll and HR platform up and running so you can automate pay and benefits without wrestling with software. Even if managing payroll feels overwhelming, having us set it up properly saves you time and helps you stay compliant.
Business Bank Account Setup & Funding Instructions
Scope: We will guide you through setting up a business bank account for your entity and provide instructions for how to fund your new business account in the most tax advantaged way. This does not include a capital raising strategy or managing your investors or partners banking needs.
Client Value: We help you open and organize your business bank account and show you how to fund it in the most tax-smart way. Even if you've never set one up before, you'll keep your finances separate and avoid costly mix-ups.
Business Name Availability Search
Scope: We'll perform a search at the state level to see if the business name you want for your new entity is available. This does not include legal advice or legal counsel of any kind, or intellectual property searches.
Client Value: Before you get attached to a name, we check state records to confirm it's available. That prevents headaches like rebranding or rejected filings later on.
State Business Entity Filing
Scope: Our legal partners will prepare and file the articles for your business entity. This does not include legal advice or legal counsel of any kind.
Client Value: Our legal team prepares and files your formation documents so your business is legally established correctly. This saves you time and ensures you're set up right from the start.
Local Business Filing
Scope: Our legal partners will prepare and file the necessary documents for city or local business licenses or operating paperwork. This does not include legal advice or legal counsel of any kind.
Client Value: We handle city or local filings and operating paperwork so you meet all legal requirements. This removes the guesswork and keeps you compliant with local rules.
Stock or Membership Certificates & Cap Table
Scope: We will issue and print Stock or Membership certificates for your new entity and make recommendations for tracking your Cap Table. This does not include legal advice or legal counsel of any kind.
Client Value: We create official ownership certificates and help you set up a cap table to track who owns what. This keeps your records clean and makes it easier when bringing on partners or investors.
Digital Business Records Setup
Scope: We'll review, compile, and store all your key business records in a secure digital location. This does not include legal advice or legal counsel of any kind.
Client Value: We gather and securely store your important business documents so you have everything organized and accessible. This saves you from hunting for paperwork when you need it.
New Business Hand-Off Meeting
Scope: We'll meet and share key details about your new business entity, ensuring you have the critical information you need. This does not include legal advice or legal counsel of any kind.
Client Value: We walk you through your new entity and answer questions so you feel confident. You'll know exactly what to do next without reading a mountain of legalese.
Digital Business Records Vault Setup
Scope: We'll establish a secure digital vault to store your key business records and documents so you can securely access critical information from anywhere.
Client Value: We set up a secure digital vault for all your key business records, so you can access them anytime without digging through piles of paper. Even if you aren't tech-savvy, we make sure everything is organized and easy to find, giving you peace of mind that your documents are safe.
Business Setup Referral
Scope: We'll analyze your need and identify the best referral partner from our trusted network. Then we'll manage the referral process to ensure you get the expert help needed. This does not include legal or investment advice of any kind.
Client Value: We listen to what you need and connect you with the right specialists from our trusted network, then manage the handoff so you're not left on your own. This way you get the expertise you need without wasting time vetting providers yourself.