Entity & practice setup

Set the structure up once, properly.

Formation, S-corp election, payroll setup and the accounts that need to exist before the first invoice. Done in the right order, so nothing has to be unwound later.

Take the intro questionnaire

See ongoing planning

What this covers

Formation

S-corp election

Payroll setup

Chart of accounts

Scope

What’s actually included.

Sized to the business. Fees are quoted as a minimum after the first call, once the work is known.

Entity choice and formation

In the right state

Entity choice and formation

In the right state

S-corp election, and whether it is worth it yet

Modeled first

S-corp election, and whether it is worth it yet

Modeled first

Owner payroll set up and running

Before the first draw

Owner payroll set up and running

Before the first draw

Chart of accounts built from day one

Set up once

Chart of accounts built from day one

Set up once

Registrations, EIN and state accounts

Handled

Registrations, EIN and state accounts

Handled

A structure you will not have to unwind

Worth doing right

A structure you will not have to unwind

Worth doing right

In order

Formation, election and payroll in the sequence that works.

Modeled

The S-corp election only when the numbers support it.

Documented

Set up so the first year of books starts clean.

Tell us what is going on and we will tell you what we would look at first.

A few minutes of questions. No documents, no obligation, and we read them before we talk.

Take the intro questionnaire

See ongoing planning

Tell us what is going on and we will tell you what we would look at first.

A few minutes of questions. No documents, no obligation, and we read them before we talk.

Take the intro questionnaire

See ongoing planning

Tell us what is going on and we will tell you what we would look at first.

A few minutes of questions. No documents, no obligation, and we read them before we talk.

Take the intro questionnaire

See ongoing planning