WHAT I HELP YOU WITH
Everything you need to start your business
Starting a business means making a lot of decisions at once. Structuring the business and financial decisions are the ones most people get confused with, choose wrong, or skip entirely. I walk you through all of it, step by step, so nothing falls through the cracks and surprises you later.
Get your business officially set up
We start with the foundation, choosing the right business structure for your situation, registering with your state, and getting your EIN. Everything in order and compliance before you take on your first client.
Open the right bank account
A dedicated business bank account is one of the most important early steps most people skip. We’ll identify the right option for you and get it set up so your personal and business finances stay cleanly separated from day one.
Set up your bookkeeping software
We’ll identify the right bookkeeping software for your business and get your revenue streams and expenses fully connected and configured. You’ll know how to use it, not just that it exists.
Build a simple system you’ll actually us
No complicated spreadsheets. No guesswork. Just a clear, lightweight routine for tracking your money so you always know where you stand.
Frequently Asked Questions
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The earlier the better, ideally before you've taken on your first client. If you've already started and feel like things are a little messy, that's completely normal and entirely fixable. The free call is a good place to figure out where you are and what you need.
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No problem at all. We start wherever you are. If some pieces are already in place, we build on them. If something was set up in a way that doesn't serve you well, we talk through the options. The goal is always a clean, solid foundation, however we get there.
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It depends on where you're starting from, but most clients are fully set up within weeks. The initial call takes about 20 minutes, and from there we work through each piece together at a pace that fits your schedule.
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I work with entrepreneurs and solopreneurs who are just getting started. Many of my clients left a traditional job to go out on their own, whether as a consultant, freelancer, coach, or service provider. While others are growing a side business online. If you're building something new and want to make sure the financial side is handled correctly from the start, you're probably in the right place.
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A CPA handles tax filing and tax strategy. What I do comes before that. I make sure your business is structured correctly and your finances are tracked cleanly, so that when you do work with a CPA at tax time, you're handing them organized, accurate records instead of a shoebox of receipts that runs up your filing bill. -
It depends on your situation. There are several great bookkeeping tools out there, and the right one for you depends on the size and type of your business, and your budget. Part of what we do together is figure out the best fit for you and then get it set up correctly so you actually know how to use it.
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You can and plenty of people do. The problem isn't Excel itself, it's that a spreadsheet only works if you keep up with it, and most new business owners don't. Bookkeeping software connects directly to your bank account, categorizes transactions automatically, and gives you a real-time picture of your finances without the manual work. It also makes things significantly easier when tax season rolls around. Part of what we figure out together is the right tool for how you actually work not just the theoretically correct answer.
Ready to get started?
Book a free 20 minute call. We’ll talk through where you are and what getting set up actually looks like for you.