Business Start-up Support

Business Start-up

Designed for small business owners starting a new venture, or for those who need a fresh restart!

As a small business, we understand what it takes to succeed—which is why we love helping new business owners get a head start and helping existing business owners who need a fresh restart. We serve as your dedicated advisor, offering the guidance and deeper financial insight needed to ensure business stability, growth and long-term success.

New Business Start-up Package

We help you determine the best type of legal structure for your business, register your business, obtain federal and state tax ID numbers, apply for licenses and permits, open a business bank account, and provide budget and financial planning.

In addition, we take care of the following for you…

Bookkeeping and payroll

We’ll handle the books, including managing transaction classification and expense tracking, while also integrating payroll.

Monthly financial reports

We’ll send you monthly reports in the Management Report section of QuickBooks® Online.

Bill paying and invoicing

We’ll take over daily bill payment and invoicing tasks, as well as monitor and manage your cash flow to keep your business financially healthy.

Business tax planning and preparation

We’ll plan, prepare and file your tax returns so you can rest assured that you’ll always be compliant.

Reporting and advice

We’ll provide deep insight into your numbers and key performance indicators throughout the year, helping you make smart, informed business decisions.

Provide invaluable insights and expertise

We’ll help you uncover new opportunities and set goals for your business as it grows and becomes profitable. We’ll also help you identify pain points and strategize on how to minimize them.


Contact us today and let us help you start or restart your business with
the tools, guidance and support essential for long-term sustainability and success.