What's Inside the Guide:
Strategic Business Name Selection: A systematic approach to confirming your business name is available and protected across state registries, trademark databases, and online platforms.
Legal Formation Roadmap: Navigate the essential steps of officially establishing your business—from state registration and EIN application to bank account setup and proper record-keeping systems.
Business Structure Decisions: Compare the pros and cons of different business entities (Sole Proprietor, LLC, S-Corp, etc.) with a clear breakdown to help you choose the right structure for tax and liability purposes.
Compliance Overview: Understand the critical filing requirements and deadlines to keep your business in good standing with both federal and state authorities.
Alex, shares targeted insights gained from her accounting and financial planning experience, focusing specifically on the initial legal setup process. This guide won't solve every business challenge, but it will help clarify the essential first steps.
Hey there! I'm Alex Davis, a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER
professional. I bring a decade of public accounting experience working with high-net-worth individuals and small business owners and uniquely understand the unique needs of entrepreneurs. I've spent well over 13 years helping clients fix expensive business setup mistakes. This guide contains what I wish every business owner knew or considered when starting their business. 
