Business Intensive Strategy Session
For new or growing business owners who want to do it right from the start.
This 45-minute 1:1 strategy session is perfect for you if:
You're launching a new business and want to make sure you're setting it up the right way, especially when it comes to taxes, compliance, and finances.
You're already an entrepreneur starting a second business and want to avoid mistakes and hit the ground running.
You’re overwhelmed with all the financial “to-dos” and want real answers, not just Google searches.
During your Business Intensive, we’ll dive into whatever you need most, you’ll leave with real clarity, practical steps, and a personalized roadmap
What We Can Cover:
- How to properly start and register a new business
- Choosing the right structure to support growth (LLC, S-corp, etc.)
- Building a financial foundation: banking, bookkeeping, payroll
- Hiring: what to know about building a team
- Maximizing deductions and what you can legally write off
- Important IRS/state deadlines and how to stay compliant
- Any other finance or tax-related questions specific to your situation
What’s Included:
- A 45-minute 1:1 Teams Meeting with a senior member of our tax team
- One month of follow-up via email for additional questions
- A written recap with key notes, deadlines, and action steps
- Operating Agreement/ By Law
- EIN application/ SS4
- Certificate of Status
- FIncen Boi
- Shares of Certificate