Business Setup Assistance Package
Time Estimate: 4–6 hours
Price Range: $500 – $750
Overview
This package is designed to guide new business owners through the essential early steps of launching a company. From choosing the right legal structure to organizing finances and preparing for day-to-day operations, this service ensures your business is set up properly — avoiding common mistakes and costly delays.
You’ll receive step-by-step support, practical tools, and a personalized roadmap to help you start strong and stay on track.
What’s Included:
Entity Formation Guidance
- Help selecting the best legal structure (LLC, sole proprietorship, S-Corp, etc.)
- Explanation of key differences for tax, liability, and ease of use
- Assistance completing and filing Articles of Organization (if applicable)
Licensing & Compliance Checklist
- Step-by-step guidance on required licenses, permits, and registrations
- Help with sales tax setup, EIN application, and other essential forms
- Customized checklist based on your business type and location
Banking & Financial Setup
- Advice on opening a business bank account and keeping finances separate
- Overview of basic bookkeeping and expense tracking
- Recommendations for free or low-cost financial tools
Operations Starter Guide
- Support defining services, pricing, and payment options
- Tips for setting business hours, policies, and terms
- Optional: Website, phone, and email setup suggestions to boost credibility
Deliverables
- Written “Business Setup Roadmap” with a clear sequence of steps
- Customized legal, tax, and operations checklist
- Templates for service descriptions, pricing, and startup budgets
- One 30-minute follow-up Zoom or phone session
Ideal For
- First-time business owners launching a new company
- Entrepreneurs who want to avoid legal or tax issues
- Solo professionals looking for structure and clarity