For brand new business owners getting started
1. Entity Type Consultation (LLC, S-Corp, etc.)
2. State and IRS registration (EIN application)
3. Operating Agreement Template (single or multi-member)
1. Basic accounting system setup (Chart of Accounts in QuickBooks)
2. 30 -minute onboarding phone call
Side hustles, solopreneurs, new LLCs
For current business owners reviewing their setup
1. Review of existing entity structure
2. Tax implications analysis (LLC vs. S-Corp comparison)
3. Recommendations for optimization
4. Operating agreement or bylaw review
5. One prepared strategy packet
Business owners unsure if they’re set up right for taxes or growth
For businesses ready to grow, hire, or scale.
1. Contractor vs. Employee classification analysis
2. Payroll setup recommendation
3. Federal/state employment registration assistance
4. 1099/HR compliance review
5. Hiring roadmap checklist (what to do before/after first hire)
6. Email support for questions
Businesses preparing to hire or subcontract
*Software subscriptions and filing fees billed separately.
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