Service 06

New Business Setup

Entity registration, accounts and bookkeeping systems organized for a new business.

Founders forming a new business and operators in their first year of operation.

This service may be a good fit when:

A new business often starts with informal systems that become painful to fix later.

Discuss your situation

Work covered by this service

01

Entity formation guidance and registration

02

EIN, accounts and initial registrations

03

Chart of accounts built for your business

04

Accounting platform selection and setup

05

Payroll and bookkeeping systems configured

Have questions about this service? Susy can explain what applies to your situation before any work begins.

Schedule a Consultation

What happens after you contact us

Susy reviews what you already have, confirms the work that is needed and explains how it will be handled.

Start the conversation

We discuss your business model and goals

We recommend structure and core systems

We set up the accounts, tools and templates you need

We review the first month together and adjust

A few items will help Susy assess the work accurately.

Schedule a Consultation
  • Your business idea and ownership plan
  • Expected first-year revenue and expense mix
  • Any planned partners or investors
  • Bank preferences