New Business Formation

Get organized before the business gets busy.

Whether you are working on your first idea or preparing to launch, share what you have already done and where you need guidance. The conversation can cover the financial setup that fits your plans.

• Tax and accounting questions about your business structure
• Expected startup costs and funding needs
• Keeping business income and expense records organized
• Choosing a bookkeeping approach and reporting routine
• Questions about owner payments, employees, or contractors
• Identifying registration and filing questions to review with the appropriate professionals

What does working together look like?

1. 01

   Describe the business you want to build

   Tell Nikol what you plan to offer, who will own the business, and when you hope to start. Share any decisions or registrations already completed.

2. 02

   Review your setup questions

   Discuss the tax and recordkeeping considerations around your plans. Identify information to gather and any legal formation questions to take to your attorney.

3. 03

   Create a practical starting checklist

   Put the accounting and tax next steps in order. Discuss how to track activity from the start and what to revisit once the business is operating.

What should you bring to the conversation?

Start with what you have. Nikol can help identify any additional information needed.

• A brief description of the business and planned launch date
• Names and roles of the proposed owners
• Estimated startup costs and funding sources
• Expected income, expenses, and staffing plans
• Any existing registration documents or tax identification information
• Records of business-related purchases already made

Use the contact form for your initial inquiry. Nikol will explain how to share sensitive financial documents.