Services
Everything your business needs, in one place.
Choose a category or browse individual services. All prices are starting reference prices, confirmed after your consultation.
Business Formation
Launch your LLC, corporation, nonprofit, or DBA the right way.
LLC Formation
Form your limited liability company with a clean, organized filing and the core documents you need to operate.
Corporation Formation (C-Corp / S-Corp)
Incorporate as a C-Corporation, with S-Corporation election preparation support where applicable.
Nonprofit Formation & 501(c)(3) Prep
Form your nonprofit corporation and prepare your federal tax-exemption application materials.
DBA Filing
Register a 'doing business as' trade name for your existing business or sole proprietorship.
EIN & Banking Setup Assistance
Obtain your Employer Identification Number and prepare the documents banks typically request.
Business Compliance
Stay in good standing with filings, licenses, and registered agents.
Registered Agent (via Authorized Provider)
Maintain a registered agent in your state through an independent authorized provider we coordinate for you.
Compliance / Annual Report Filing Assistance
Prepare and file your annual or biennial report to help keep your entity in good standing.
Business License Research
Identify the federal, state, county, and city licenses and permits your business may need.
Virtual Business Address (via Authorized Provider)
A professional business address with mail handling, provided by an independent authorized provider.
Business Dissolution Assistance
Wind down your entity in an orderly way with the appropriate state dissolution filings.
Business Funding
Become lender- and investor-ready with plans, decks, and projections.
Loan Readiness
Assess and organize your business documents so you can approach lenders prepared.
SBA / CDFI Readiness
Preparation support for SBA-backed or CDFI financing applications.
Business Plan
A clear, professional business plan for lenders, partners, or your own roadmap.
Financial Projections
Assumption-driven financial projections to support planning and funding conversations.
Investor Pitch Deck
A polished, story-driven pitch deck that presents your opportunity clearly.
Investor Data Room
An organized, well-indexed data room for investor due diligence.
Consulting Subscription
Ongoing business advisory and readiness support on a monthly basis.
Grants
Research and write grant applications with clarity and care.
Intellectual Property & Contracts
Protect your brand, creative work, and agreements.
Trademark Search
A clearance search of federal records and common-law sources to help you assess a proposed mark.
Trademark Application Assistance
Prepare and submit your federal trademark application with organized specimens and descriptions.
Copyright Registration Assistance
Register your creative work with the U.S. Copyright Office.
Provisional Patent Prep Support
Organize your invention disclosure and drawings for a provisional patent application, coordinated with an independent registered patent practitioner.
Contract Preparation Support
Prepare clear, organized business agreements from your terms — NDAs, service agreements, and more.
Real Estate
Set up investments, prepare documents, and organize operations.
Real Estate Investor Setup
Set up an investment entity and the operational foundation for your property portfolio.
Homebuyer Readiness
Get organized for home buying with a readiness review and step-by-step plan.
Deed Preparation Support
Prepare a deed document from your instructions with county recording guidance.
Residential Lease Preparation
A residential lease prepared from your terms using a state-appropriate template.
Property Management Workflow Setup
Design and set up the workflows and tools you use to manage your properties.
Airbnb & Short-Term Rentals
Launch, set up, and market your short-term rental business.
Start an Airbnb Business
Set up your short-term rental as a real business: entity, local rules research, tax registration checklist, and a clear launch plan.
First-Time Host Setup
Get your listing and guest experience ready before your first booking.
Airbnb Investor Setup
Organize a short-term rental investment with a holding entity, analysis worksheet, co-hosting workflow, and bookkeeping coordination.
Airbnb Listing Marketing & Advertising
Present your property clearly and promote it beyond the platform.
Estate Planning
Organize wills, trusts, and directives for the people you love.
Will Preparation Support
Prepare a last will and testament from your instructions with state execution guidance.
Living Trust Preparation Support
Prepare a revocable living trust document and funding checklist from your instructions.
Financial Power of Attorney Assistance
Prepare a durable financial power of attorney from your instructions.
Healthcare Directive Assistance
Prepare an advance healthcare directive reflecting your wishes.
AI Automation
Put AI to work on intake, follow-up, and paperwork — with humans in the loop.
AI Receptionist
An AI front desk that responds to inquiries, books appointments, and captures leads — handing off to a person when needed.
AI Follow-Up
Automated, on-brand follow-up that keeps leads and clients moving forward.
AI Document Processing
Turn incoming paperwork into organized, reviewed data.
Digital Products
Guides, templates, and workbooks you can use today.
Startup Guide
A step-by-step guide to planning, forming, and launching your business.
Funding Prep Guide
Understand what lenders, grantors, and investors typically ask for — and how to prepare.
Compliance Calendar
A customizable calendar of common filing and renewal deadlines.
Editable Business Templates
A bundle of editable business templates for everyday operations.
Business Planning Workbook
A guided workbook to clarify your offer, market, and goals.
Paid Strategy Consultation
A focused one-on-one session to work through your specific business questions.
Reference price, subject to confirmation.
Ready to build on solid ground?
Start with a free consultation. We'll review your goals and recommend a clear path forward.