Now booking tax preparation and planning consultations. Learn more

Setting Up a New Company

Starting a business is a complex process. I offer guidance on early accounting decisions, financial setup, and practical next steps that support a sound foundation for your new company.

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Obtaining a Federal Tax ID

I assist with the Employer Identification Number application and make sure the EIN fits properly into your business's broader tax setup and strategy.

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Opening a Business Bank Account

I support establishing separate business banking, so your transactions, records, and the way your business operates remain clear from the start.

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Cash Flow Analysis

A close review of income, expenses, receivables, and payables to identify liquidity needs, recurring patterns, and areas for improvement.

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