HB Financial Group

FOUNDATION YEAR

One overview of the year that sets everything else up right.

This is the short version of our first-year program: formation, bookkeeping, tax, credit, and systems, built together from From $1,497/mo. See the full program for the month-by-month detail.

— THE IDEA

Five pieces, one plan.

New businesses usually end up hiring separately for each of these. We build them together instead, so decisions in one area don't create problems in another.

  • Formation

    Your entity set up right, or cleaned up if it wasn't, with a registered agent in place.

  • Bookkeeping

    Monthly books, reconciled and reviewed, so you always know your numbers.

  • Tax

    Planning throughout the year, not just filing at the deadline.

  • Credit

    Personal and business credit organized so financing is an option, not a scramble.

  • Systems

    The back-office setup a new business runs on, built once instead of patched together.

— WANT THE DETAIL

See how the year actually unfolds.

The full First Year Foundation page walks through what happens quarter by quarter, what's included, and answers to the questions owners ask most before starting.

LET'S TALK

Not sure if this is the right fit yet?

A fit call is the fastest way to find out what your specific business actually needs.