How We Work
Discovery & Fit
We learn your goals and confirm whether an S-Corp suits your size, revenue, and team plans. We share plain-English pros and cons so you can choose confidently without overthinking the details.
Name & State Guidance
Choose a compliant name and the best state for cost, simplicity, and near-term growth. We also check for name conflicts and basic web availability to keep branding consistent.
Ownership & Roles Mapping
We outline decision rights, officer roles, and how profits are shared—in plain English. Everyone leaves with a one-page summary of “who does what” to avoid future confusion.
Simple Governance Playbook
Clear rules for meetings, approvals, budgets, and change management from day one. You get easy templates for common decisions so routine approvals take minutes, not days.
Launch Checklist
Banking, bookkeeping, payroll setup, and basic registrations—organized into a doable list. We set quick milestones and reminders so nothing slips while you’re shipping and selling.
Growth-Ready Setup
We set expectations for adding team members or advisors without derailing structure. When it’s time, you’ll know the simple steps to bring people in and keep momentum.
Updates Made Easy
Bring on owners, change a name, or operate in new states with a straightforward path. We provide short “how-to” guides so updates feel routine—not a restart.
Ongoing Reminders
Light compliance nudges keep you in good standing without extra stress. You’ll receive clear “do this by this date” notes that take minutes to complete.
