New Business Setup Guidance

We guide new entrepreneurs through the first steps: choosing the right entity (LLC, S corporation or sole proprietor), registering with state and federal agencies, getting an EIN, setting up business banking and bookkeeping software, and building basic financial literacy. One on one guidance from a 25 year financial professional, not a generic checklist.

First time entrepreneurs, side businesses ready to formalize, and people moving from employment to self-employment.

A clear entity recommendation, step by step registration support, EIN setup, an initial bookkeeping system and a financial foundation for growth.