FIRST YEAR FOUNDATION

Everything a new business needs, built together, not piece by piece.

From $1,497/mo. Formation, bookkeeping, tax, credit, and systems, handled as one coordinated first year instead of five separate vendors.

— WHY IT'S BUILT THIS WAY

Your books, taxes, entity, and credit were never separate problems.

Most new business owners end up with a formation service, a bookkeeper, a tax preparer, and a credit company, none of whom talk to each other. Decisions made in one place quietly create problems in another.

First Year Foundation puts all of it under one roof from the beginning, so your entity structure informs your bookkeeping, your bookkeeping informs your tax planning, and your tax planning informs how we build your credit profile. One team, one plan, one number to call.

— WHAT'S INCLUDED

Everything under one plan.

  • Business formation or a clean-up of your existing entity
  • Registered agent service for the year
  • Monthly bookkeeping, reconciled and reviewed
  • Business tax preparation and ongoing tax planning
  • Personal and business credit organization
  • The back-office systems a new business needs to run on

THE FIRST YEAR

How the year is built, quarter by quarter.

  1. No. 01

    Months 1–3: Formation & setup

    We form or clean up your entity, set your registered agent, open your books on the right chart of accounts, and get your systems in place, before anything else starts piling up.

  2. No. 02

    Months 4–6: Bookkeeping & tax positioning

    Monthly books are running and reconciled. We start tax planning early instead of waiting for filing season, so decisions get made while there's still time to act on them.

  3. No. 03

    Months 7–9: Credit foundation

    With books and entity settled, we turn to personal and business credit, organizing your profile so your business has real financing options as it grows.

  4. No. 04

    Months 10–12: Filing & review

    We prepare your business return, review the full year against your original plan, and set the following year's structure, budget, and priorities.

— PRICING

One monthly investment, scoped to you.

First Year Foundation

From $1,497/mo

  • Business formation or a clean-up of your existing entity
  • Registered agent service for the year
  • Monthly bookkeeping, reconciled and reviewed
  • Business tax preparation and ongoing tax planning
  • Personal and business credit organization
  • The back-office systems a new business needs to run on

QUESTIONS

What owners ask before starting.

New businesses in their first year, or businesses close to it, who would rather set up formation, books, taxes, credit, and systems together from the start instead of piecing together separate vendors for each one.

LET'S BUILD IT RIGHT FROM THE START

Give your first year a real financial foundation.

From $1,497/mo. Book a fit call and we'll walk through what your specific business needs.