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Idea/Early Stage Plan

Designed for early stage, pre-revenue startups or first year small businesses.

Startup Setup (If new company):

  • Accounting System Setup
  • Vendor and Customer Setup
  • Bank Account Setup Assistance
  • Legal Entity Review/Setup Assistance


  • App Ecosystem Recommendations
  • Quarterly Reviews
  • Quarterly Reconciliations
  • Basic tax planning
  • 30 Minute Quarterly Meeting With CPA
This plan can be further customized based on your companies needs.

Get Started Today!