QuickBooks a Mess? Let’s Fix That—Without Judgment.
If you're behind on your books or unsure what's accurate, you're not alone. With clean books, you’ll finally know where your business stands, stop worrying about tax time, and feel confident making decisions. It all starts with a 20-minute discovery call to see what you need and if we’re the right fit.
Is This You?
You’re excited to start your business, but not sure where to begin
You don’t know whether you should be an LLC, S-Corp, or sole proprietor
You’re nervous about missing a step and facing tax or compliance issues later
You want your books set up properly from day one
You’d love to have a guide—not just Google
What’s Included in Startup Formation
Guidance on choosing the right entity type (LLC, S-Corp, or sole proprietorship)
Business filings handled through our trusted partner, CorpNet
EIN application support
Initial bookkeeping system setup so you’re tax-ready from the start
Plain-English walkthrough of the steps so you know what’s required and why it matters
How We Work Together
1. 20-Minute Discovery Call
We’ll talk about your business idea, goals, and where you are in the setup process.
2, Review Books & Business Needs
I’ll review what you already have in place (if anything) and identify what’s missing.
3. Findings & Recommendations (Video Walkthrough)
You’ll receive a recorded video where I explain the steps needed to properly set up your business, including where CorpNet comes in for official filings.
4. Quote & Next Steps
Along with the video, you’ll get a clear proposal with pricing and next steps—so you can launch your business with confidence.
Who We Help
First-time entrepreneurs starting small businesses
Real estate investors setting up new entities
Freelancers and consultants moving from “side hustle” to official business
"Thank you for ALL your hard work! It is such a relief to me to know I have you in our corner"
Bay Area–based. Supporting startups and new entrepreneurs across the U.S.
FAQs
Do you file the paperwork yourself?
No—your official filings are handled by CorpNet, our trusted formation partner. I guide you through the process and make sure everything gets done correctly.
Can you help me decide which entity to choose?
Yes, I’ll walk you through the pros and cons of LLCs, S-Corps, and sole proprietorships so you can make an informed decision.
Will you also set up my bookkeeping system?
Yes! I can set up your books at the same time, so you start with clean records and stay organized from day one.
Start Smart, Stay Compliant, and Grow with Confidence
Your first step is a no-pressure discovery call. We’ll outline what you need, explain the process, and create a plan that works for your goals
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