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small business

Explore Our Plans for Small Businesses:

Drive Growth with Expert Financial Support

START Plan

 One-Time Fee Package

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1. Business Structure Establishment

  • Guidance on selecting the most advantageous legal structure for your business (e.g., LLC, S-Corp, Sole Proprietorship).

  • Completion and filing of all necessary documents for the formation of your entity.

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2. Government Registration Coordination

  • Assistance with obtaining an Employer Identification Number (EIN) from the IRS.

  • Registration with state and local government entities as required for operational compliance.

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3. Licensing and Permit Acquisition

  • Identification of all necessary business licenses and permits specific to your industry and location.

  • Support in the application process to ensure all regulatory requirements are met.

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4. Tax Strategy and Filing Preparation

  • Development of a tailored tax strategy to optimize your tax position.

  • Preparation of initial tax filings, including advice on selecting a tax year and understanding your tax obligations.

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5. Sales and Use Tax Management

  • Analysis of your obligations under sales and use tax laws in your operating jurisdictions.

  • Setup of processes for accurate tax collection on sales, and guidance on proper tax remittance to relevant authorities.

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This comprehensive package is designed to cover all essential steps for starting your business, ensuring compliance, and strategic planning from the outset. With our one-time fee structure, you can confidently move forward with a clear understanding of the costs involved, allowing you to focus on growing your business.

Scale plan

Recurring Fee Package

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1. Accounting System Setup

  • Establish a comprehensive accounting framework tailored to your business needs.

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2. Budget and Cash Flow Planning

  • Develop an initial budget alongside cash flow forecasts to guide financial decision-making.

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Recurring Growth Strategy for Small Businesses

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1. Accounting System Maintenance

  • Ongoing support and updates to ensure the accounting system evolves with your business.

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2. Budget Review and Cash Flow Analysis

  • Regular assessment of budgetary allocations and cash flow projections to adapt to business dynamics.

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3. Bookkeeping and Financial Management Services

  • Continuous bookkeeping and accounting services to maintain accurate financial records.

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4. Strategic Quarterly Consultations

  • Scheduled quarterly meetings to review financial performance, discuss strategic adjustments, and plan for future growth.

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This comprehensive approach not only sets the stage for your business's initial success but also ensures sustained growth through strategic financial management and planning.

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