Tax setup & planning
Organize tax classification, filing responsibilities, accounts, records, and adviser questions.
Kickoff outcomeA tax-readiness checklist and adviser handoff packet.
Business services
Start it yourself—or bring in the right specialist.
Use a free guided kickoff to organize the goal, inputs, and next steps. When hands-on expertise is needed, request a paid specialist with a clearer scope from the start.
Service catalog
Practical help across the business lifecycle.
Start with the guided plan. A specialist is an option—not a requirement.
Bookkeeping
Set up a clean monthly bookkeeping workflow, chart of accounts, close checklist, and reporting rhythm.
Kickoff outcomeA first-month bookkeeping setup and close plan.
Business legal
Prepare an organized legal-needs brief covering formation, contracts, governance, employment, or a specific matter.
Kickoff outcomeA structured issue summary and document request list for counsel.
Licenses & permits
Inventory local, state, professional, and industry permissions and their renewal dates.
Kickoff outcomeA license inventory and renewal research plan.
Registered agent & filings
Review registered-agent coverage, entity standing, addresses, and recurring state filings.
Kickoff outcomeA jurisdiction-by-jurisdiction entity-maintenance plan.
Website build
Turn business goals, audiences, pages, content, and conversion actions into a practical website brief.
Kickoff outcomeA website scope, sitemap, content list, and launch checklist.
Marketing strategy
Clarify the audience, offer, message, channels, content plan, budget, and measurement approach.
Kickoff outcomeA 90-day marketing starter plan.
Search engine optimization
Create a practical technical, local, content, and measurement plan for organic search visibility.
Kickoff outcomeAn SEO baseline and prioritized improvement backlog.
Business email & productivity
Plan domains, mailboxes, shared addresses, calendars, file access, security, and migration.
Kickoff outcomeAn email and collaboration rollout checklist.
Cybersecurity & IT basics
Establish essential account, device, access, backup, incident, and vendor-security practices.
Kickoff outcomeA prioritized small-business security baseline.
Payroll & HR setup
Organize employer registrations, payroll systems, worker records, policies, benefits, and recurring responsibilities.
Kickoff outcomeAn employer and first-hire readiness plan.
Business insurance readiness
Prepare a coverage discussion using the business's operations, locations, people, assets, contracts, and risks.
Kickoff outcomeA broker-ready business risk and coverage brief.
Specialist standard
Clear expectations before paid work begins.
Scope firstDeliverables, responsibilities, timing, and price are confirmed before work starts.
Qualified helpRegulated work must be handled by a professional with the appropriate license or qualification.
You stay in controlThe guided kickoff remains available even if you do not purchase specialist services.
Start with the software