Business Setup Kit

Set Up Your Business the Right Way

Choose your entity, get your EIN, and register your business without confusion or missed steps, for free. A simple, step by step guide to go from Idea to Official Business

Starting a business is exciting… until you get to the setup

This is where most people get stuck. Should you be an LLC or something else? Do you need an EIN? How do you pick a business name? Where do you register your business? So you start searching… And now you’re overwhelmed or unsure if you’re doing it right

I’ve seen this happen over and over

After 15+ years working with small business owners, I can tell you this Most problems don’t start at tax time They start right here At setup

The Business Setup Kit is the key A simple, step by step guide to help you set up your business the right way No confusion No missed steps No guessing

Inside, you’ll go through - Choosing your business entity Picking your business name Getting your EIN Registering with your state Plus a summary sheet to keep everything organized as you go

Walk away with - A completed business setup summary sheet with all your key details in one place Clear Organized Ready to use moving forward

By the time you finish this kit, you’ll have a fully completed summary sheet that captures all of your key business decisions in one place - giving you a clear, organized record of your setup, for free. Capture your decisions as you go - so you can clearly map out your entity, EIN, and registration details all in one place. Your personal “snapshot” of your business.

Bonus Kit Section - the next steps after you get your setup complete

Setting up your business is the first step. What really matters is how you stay organized after. That’s why I included a full set of templates and worksheets to support you beyond just getting set up. These are the same types of tools I’ve seen business owners struggle to figure out on their own; what to track, how to organize it, and how to stay ahead of taxes. Instead of piecing it together as you go, this gives you a simple system you can rely on from day one.

Included in the Bonus Kit

Templates for Recordkeeping

Income Templates and Paper & Pen Recordkeeping Templates ready for printing

Self-Employed Income Estimator

Get a better understanding of how much you may owe in taxes based on your business activity. This helps you avoid surprises and plan ahead with confidence.

New Business Starter Checklist

A simple guide outlining what to do after your business is officially set up. You can move forward knowing you didn’t miss anything important.

Meet Your Accounting Expert

Hi, I’m Laura Kelly. I’m a CPA firm's Bookkeeping Partner with over 15 years of experience helping new and small business owners get their accounting set up the right way. They can stay organized and grow without the stress, and I don't have to clean anything up :) After working with hundreds of businesses, I’ve seen what actually works and what causes problems later. Most of it comes down to having simple systems, clear steps, and the right tools from the start. That’s why I created these resources, to give you something practical you can use right away, without overcomplicating it. The goal is to help you keep things simple, stay organized, and avoid the mistakes I see all the time.

Take Control of Your Success

Download now to unlock the road map for your business's setup!

Get your free download now