Start Up Advice

Start-Up Advice for New Businesses & Independent Contractors

Starting a business - or taking the next step into incorporation - is exciting. It's also a lot of new territory. If you're not sure where to start or what you don't know yet, that's completely normal. We've helped plenty of business owners navigate this exact process, and we're here to make it feel a lot less overwhelming.

Sound Familiar?

You're starting your first gig and don't know where to begin. You've decided to go independent - maybe as a sole proprietor, maybe as a contractor in healthcare or another field. But between setting up your business, understanding your tax obligations, and figuring out what records you even need to keep, it feels like a lot to sort through on your own.

You've been running a business for a while - and you're ready to incorporate. Things are going well. You've outgrown the informal setup and you know it's time to take the next step. But incorporation comes with a whole new set of responsibilities, and you want to make sure you do it right the first time.

You know you need professional help - but you're not sure who to talk to first. Lawyers, bankers, accountants - everyone has a piece of the puzzle. It can feel like you're going in circles trying to figure out who does what and in what order. That's exactly where we come in.

What We Help You With

We guide you through the process of getting your business set up properly from an accounting and financial standpoint. That means we cover the things that matter most when you're starting out - and the things that are easy to overlook.

We walk you through understanding your tax obligations as a new business, so you know what's expected of you and when. We help you understand GST registration requirements - whether you need to register right away or not, and what happens when that threshold is reached. We make sure you know what records to keep, why they matter, and how to track receipts and manage your filing process going forward.

We also help you understand budgeting and cash flow basics - so you're not just bringing money in, but actually knowing where it's going. And if you're hiring, we can guide you through setting up payroll for the first time.

Beyond the accounting side, we help clients coordinate with other professionals. If you need a lawyer to handle incorporation documents, we can connect you with the right people. Same goes for setting up a business bank account - we help you understand exactly what you should be looking for in a business banker.

The goal isn't just to get you set up - it's to make sure you actually understand what's happening and feel confident moving forward on your own.

Here's How It Works

Step 1 - We sit down and figure out where you are. Whether you're brand new to all of this or you've been running a business for years, we start by understanding your situation. What kind of business are you setting up? What do you already have in place? What are you unsure about? No judgment - just a conversation to get us started.

Step 2 - We map out what needs to happen and guide you through it. Based on your situation, we put together a clear picture of what needs to be done, in what order, and why. We walk you through each step - from choosing the right software, to understanding your tax and GST obligations, to coordinating with a lawyer or banker if needed. We explain things in plain language so nothing feels confusing or intimidating.

Step 3 - You walk away set up, informed, and ready to go. By the end of the process, your business is set up properly, you understand how to keep your records and stay compliant, and you have a system in place that works for you going forward. And if down the road you need ongoing bookkeeping, payroll, or tax support - we're already here.

Who Is This For

You're incorporating for the first time and want to make sure you do it right.

You're starting out as a sole proprietor or independent contractor and need guidance on how to set things up from an accounting perspective.

You've been running a business casually and you're ready to get organized and do things properly.

You want someone to walk you through the process - not just hand you a checklist and leave you to it.

We work across industries: healthcare, trades, services and all kinds of small businesses who are taking their first step into formal business ownership. If it's new territory for you, we're here to make it feel manageable.

Pricing

Our start-up advice is provided on an hourly basis - so you only pay for the guidance you actually need. And if you're looking to bundle ongoing support down the road, we offer monthly service packages for bookkeeping, payroll, and tax services that can be tailored to your business. We'll walk you through all of that during your consultation - no surprises.

Ready to Get Started?

You don't have to figure this out alone. Book a free consultation and we'll talk through your situation, answer your questions, and put together a plan that makes sense for where you are right now.

Book Free Consultation or call (236) 867-7525