Stage One

Start

You have the idea. Now build the foundation.

For new owners who need the right entity, accounts, tools, documents, and first 90-day plan.

Challenges

Common challenges

-I do not know what to set up first
-I need an LLC/corp, EIN, bank account, credit card, bookkeeping, insurance, website, email, and basic legal docs
-I do not know which tools to use
-I want a clean roadmap instead of random advice

Solutions

What you get

Entity setup checklist
EIN guidance
Business bank account recommendations
Business credit card recommendations
Accounting/bookkeeping setup
Basic document checklist
First 90-day plan
Software/vendor stack

Checklist

First 90 Days

Choose business structure (LLC, S-Corp, C-Corp)

Critical step

Select state of incorporation

Critical step

Reserve business name

File formation documents

Critical step

Obtain EIN from IRS

Critical step

Create operating agreement (LLC) or bylaws (Corp)

Critical step

Entity Types

Choosing your
entity type

LLC

Best for: Most small businesses, real estate, consulting

Advantages

  • Pass-through taxation
  • Liability protection
  • Flexible management
  • Simple compliance

Considerations

  • Self-employment tax on all profits
  • Varies by state

S-Corporation

Best for: Profitable businesses with payroll capacity

Advantages

  • Pass-through taxation
  • Salary/distribution split saves taxes
  • Liability protection
  • Established credibility

Considerations

  • Payroll required
  • More compliance
  • Ownership restrictions

C-Corporation

Best for: High-growth, investor-backed, or planning IPO

Advantages

  • Unlimited shareholders
  • Attractive to investors
  • Fringe benefits deductible
  • No self-employment tax

Considerations

  • Double taxation potential
  • Complex compliance
  • Expensive to maintain

Ready to start your business
the right way?

Get a personalized setup plan with recommended tools, services, and next steps for your specific business.