Starting

Who we help · Entrepreneurs

Start your business with the financial structure already in place.

First LLC, first 1099 year, first time anyone has asked you for a profit and loss statement. We set up the entity, the books and the tax habits so the first year is organized instead of improvised.

  • Virtual-first, serving metro Atlanta and clients nationwide
  • Master of Science in Accounting · QuickBooks ProAdvisor Level 1
  • Secure Client Portal for documents, signatures and payments
  • Year-round support, not just tax season

Sound familiar?

What usually needs attention

Business and personal money in one account.

Not sure whether, or how much, to pay in quarterly estimates.

QuickBooks installed but never set up.

Registrations, annual filings and deadlines you have heard about but cannot list.

How we help

The services that usually matter at this stage, and why.

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The first 90 days

What it looks like

  1. Assess

    We look at what exists today, even if that is a bank account and a shoebox.

  2. Organize

    Entity, EIN, bank account, QuickBooks and a compliance calendar, in that order.

  3. Strategize

    Estimated taxes set up, retirement options explained, and a 90-day follow-up on the calendar.

See the full EZ Financial Fitness Experience

Related insights

Questions we hear at this stage

Do I have to use QuickBooks Online?

It is our standard and we are strongest in it, but we will look at what you have. If you are on a spreadsheet or another system, the consultation covers whether to switch. You keep your own QuickBooks subscription and own your data.

Can you help me form an LLC in Georgia?

Yes. We support the Secretary of State filing, EIN, state tax registrations and the financial setup that follows. Georgia's filing fee is $110 and the annual registration is $60 (due January 1 to April 1). We explain how structures are taxed. We do not give legal advice.

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Build the Financial Structure Behind Your Legacy.

Book a complimentary 20-minute conversation. No documents and no obligation, and you will leave knowing your next step.