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small business

Explore Our Plans for Small Businesses:

Drive Growth with Expert Financial Support


 One-Time Fee Package

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.

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.

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.

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.

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.

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

1. Accounting System Setup

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

2. Budget and Cash Flow Planning

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

Recurring Growth Strategy for Small Businesses

1. Accounting System Maintenance

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

2. Budget Review and Cash Flow Analysis

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

3. Bookkeeping and Financial Management Services

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

4. Strategic Quarterly Consultations

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

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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