I’m Opening A Business

Business / Individual


Becoming your own boss can be an overwhelming and detailed process. You need to make sure that all steps are properly in place to safeguard your personal finances and to protect your employees. You also need to have a clear financial plan in place to make sure that your business can continue to grow – giving you financial freedom. Let’s help you get “Open for Business”.

Let's Set Up A Meeting


  • Type of Entity formation (C-corp, S-corp, LLC, Partnership, Sole Proprietorship)
    • Secretary of State filings
    • Applying for an Employer Identification Number (EIN)
  • Accounting
    • Financial Statements & Financial Reporting
    • Types of Bank Accounts
  • Tax Compliance
    • Tax Filing & Records
    • Employees or Independent Contractors
    • Employee Payroll, Workers Compensation & Disability Insurance
    • HR
  • Business Property – Own or Rent (Lease Agreements)
  • Business Insurance (Liability, Property, Health, Commercial Auto)