What’s included
- Formation coordination for one US LLC in one supported state
- EIN assistance and an initial compliance checklist
- First month of bookkeeping for one entity: up to 250 bank/card transaction lines across 4 accounts
- Bank reconciliation, profit and loss statement and balance sheet
- Cash or routine accrual, twice-monthly updates and a 30-minute monthly review
- Routine bookkeeping onboarding included — the $249 setup fee is waived
Who this is for
For new businesses expecting more transactions and regular reporting.
Common additions & exclusions
- Government filing fees, registered agent charges and software subscriptions
- Tax returns, payroll, historical cleanup, inventory, multicurrency and intercompany accounting
- Bespoke legal documents and additional-state registrations
What we’ll need
- Proposed LLC name, state and ownership details
- Business activities and responsible-party information
- Bank/card statements, accounting access and opening balances
Clear scope comes first.
Additional work is quoted separately and requires your approval. Correcting our own error is not a chargeable complication.
Delivery & supported jurisdictions
Work begins after intake and receipt of the required documents. Your coordinator confirms the delivery schedule.
Supported jurisdictions: United States, Outside of United States