Starting a business can feel overwhelming
Your launch deserves structure and strategy, not stress. I guide you through every step to build a compliant, organized, and financially solid business foundation. You gain clarity, control, and the freedom to focus on growth instead of red tape.
A thriving business serves both your goals and your life.
Business Formation & Compliance
Bank-Ready Business Plan: Develop a plan lenders and investors will take seriously complete with strategy, forecasts, and proforma financials.
Entity Formation: Choose the right structure for your business and tax goals.
Registration & Licensing: Form your business with Washington State and meet all local requirements.
EIN Setup: Secure your federal EIN and get your business ready for banking and taxes.
Governing Documents: Create your Operating Agreement, bylaws, and key compliance documents.
Business Address: Set up a professional virtual mailbox for privacy and consistency.
Email & Domain: Establish your professional brand identity online.
Local Compliance: Review city and county requirements for licenses and permits.
S-Corp Election: Evaluate timing and eligibility to reduce self-employment tax.
Accounting System Setup
Accounting System: Select and configure the best accounting software for your business.
Chart of Accounts: Build a structure tailored to your business model for accurate tracking.
Invoicing & Payments: Streamline how money moves in and out of your business.
Reconciliation Process: Keep your books accurate and efficient from day one.
Separate Accounts: Maintain clean separation between business and personal funds.
Reporting Framework: Create simple reports to understand performance at a glance.
Scalable Systems: Design workflows that grow with your business.
Policies & Templates: Establish accounting procedures and internal controls.
Financial Readiness
Opening Balances: Record your initial capital, owner contributions, and startup costs.
Startup Budget: Build a first-year forecast and performance goals.
Cash Flow Projection: Map out the first 12 months.
Break-Even Analysis: Know how much you need to sell to turn a profit.
Tax Registration: Register for Washington B&O and sales tax.
Tax Savings Plan: Schedule quarterly estimates and avoid year-end surprises.
Funding Guidance: Explore loans, grants, and investor-readiness strategies.
Bank Setup: Get guidance on opening business checking and merchant accounts.
Operational Foundations
Compliance Calendar: Track filing deadlines and renewals to stay in good standing.
Client Onboarding: Build a smooth process for quotes, invoicing, and collections.
Vendor Management: Create systems for payables and approvals.
Digital Filing: Organize business records in Drive, OneDrive, or your preferred platform.
Data Security: Set up accounting backups and security best practices.
Post-Launch Review: Revisit your setup 90 days after launch to fine-tune and strengthen systems.
Compliance & Risk Management
Regulatory Checklist: Review local, state, and federal filing requirements.
Business Insurance: Identify coverage for liability, property, and cyber protection.
Recordkeeping Schedule: Know what to keep and for how long.
Owner Compensation: Set up compliant payroll or owner draws.
Owner Education & Empowerment
Financial Literacy: Learn to read your P&L, balance sheet, and cash flow with confidence.
Business Tax Basics: Understand what’s deductible and how to avoid audit risks.
Money Flow Map: Visualize how income moves through your business.
KPI Dashboard: Track what really matters in your first year.