A La Carte Services
Business Structure Setup & Financial Foundation
We offer Business Structure Setup & Financial Foundation help entrepreneurs and small business owners lay the financial groundwork for long-term success. Whether you’re launching a new venture or formalizing an existing one, we guide you through the essential decisions that shape your financial health, legal compliance, and operational efficiency. Our process is practical, educational, and tailored to your goals. We provide the financial clarity and structure you need so you can focus on growing your business, not untangling it later.
Start Setup
• 1-hour consultation on entity selection
• Simple ownership structure guidance
• Basic chart of accounts (1 business unit) in Excel or QuickBooks
• Banking & system setup checklist
• Startup budget template
• Email support for 2 weeks after delivery
Standard Setup
• Entity type analysis with custom recommendation memo
• Capital/ownership structure mapping (2–3 partners)
• Custom chart of accounts in accounting software or Excel
• Cash flow startup budget + break-even analysis
• Banking and financial systems setup support
• 1-hour Q&A session and onboarding documentation
• 30 days of email support
Growth-Ready Setup
• In-depth entity and tax structure planning (with CPA/legal coordination if needed)
• Ownership and equity structure consulting (e.g., cap table, SAFEs)
• Multi-entity chart of accounts or departmental structure
• Financial controls & internal policies (basic expense/revenue tracking SOPs)
• 12-month financial roadmap with scenario planning
• Investor or bank-friendly financial presentation pack
• 60 days of advisory support (email + 2 check-in calls)