
Your financial world Business Finance
Business Setup Package
Start your business set up right from day one.
Five answers, before anything else.
The problem it solves
Starting a business means filings, numbers and accounts in the right order, and one is easy to miss.
Who it is for
- New business owners
- Anyone ready to make a side business official
What you receive
- A checklist of everything your business needs to open
- Help with your state business filing, alongside you or a filing partner
- Help applying for your EIN
- Your bookkeeping set up from the first day
Not included
- State filing charges, which are paid to the state
- Legal advice on which kind of business to form
- Opening a bank account, which the bank does
What it costs
Quoted for your business
We price it after a conversation with you. You see the price before any work begins.
Where we serve you
No Georgia office is confirmed for this service yet. Get in touch and our Forest Park headquarters will tell you where it is delivered.
Outside Georgia? Find your office and ask about this service there.
Who does the work.
We set up your books ourselves. The state filing is made with your Secretary of State, by you with our help or through a filing partner.
The Secretary of State approves the filing, the IRS issues the EIN, and the bank opens the account.
Your setup, step by step
01
LLC formation assistance
Needs outside actionYour state filing, made with your Secretary of State by you with our help or through a filing partner.
02
EIN assistance
We do thisHelp applying for your federal tax ID. The IRS issues the number.
03
Banking readiness
Needs outside actionWhat a bank will ask for when you open a business account. The bank opens it.
04
Bookkeeping setup
We do thisYour books set up from the first day, by our team.
Package contents, government fees, eligibility and third-party services are disclosed before you agree to a quote.
Please do not send documents, Social Security numbers or account numbers by email, text or the web. Bring them to the office. Nobody can promise a refund or what you will owe, and nothing is filed until you have reviewed it and said yes.
Also in Business Finance
We do thisBookkeeping Cleanup
A messy year of records, brought into order once.
We do thisMonthly Bookkeeping
Your books kept current every month, so tax time is calm.
We do thisAnnual Business Care
Books, year-end and your business return in one plan.
We do thisEIN Help
Help applying for your business’s federal tax ID.
We coordinate thisFormation Coordination
One checklist across the state, the IRS, the bank and your books.
We do thisBusiness Tax Returns
Your business return, prepared with you and reviewed before it is filed.
We do thisBusiness Prior-Year Cleanup
Unfiled or filed wrong? Get the past years handled.
We do this1099 & W-2 Filing
Your year-end forms, prepared and filed on time.
We coordinate thisPayroll Coordination
Pay your team on time, with the tax side handled.
We refer thisPartner Services
Banking, payroll, software and more, through partners we know.
