The financial side of starting a business is rarely the part that excites you, and often the part that goes unexamined the longest. Entity structure, tax treatment, separation of personal and business finances, the right kinds of insurance, how you pay yourself — each one is a decision with tax consequences. Getting them right at the start is far easier than untangling them later.

  • What should I have in place financially before starting a business?

  • How do I separate my personal and business finances from the start?

  • What type of insurance does a new business need?

  • How do I pay myself and still protect the business?

  • What tax implications should I understand before I launch?

  • What financial mistakes do most new business owners make?

  • How does business entity impact taxation?

The Clarity Session is the right place to start if you have a few specific questions. The Comprehensive Review makes sense if you want a full read on your personal and business financial picture before you launch.

The first conversation is free. Thirty minutes, no presentation, no pitch.