THE 4 PILLARS OF OUR COMPLIANCE & FOUNDATIONAL GROWTH SOLUTION:
1. Incorporation & Legal Structuring
Purpose: Ensure the business starts with a legally sound and scalable foundation.
- Formation of LLCs, Corporations, or Nonprofits
- Registered Agent services
- Guidance on entity structuring to optimize liability protection and tax efficiency
- Compliance with federal, state, and local regulations
Outcome: Peace of mind that the business is legally compliant from day one.
2. Bookkeeping & Financial Infrastructure Setup
Purpose: Establish a financial system that supports accurate reporting and operational decisions.
- Initial bookkeeping system setup and chart of accounts design
- Integration with accounting software (QuickBooks, Xero, etc.)
- Expense tracking, basic payroll setup, and vendor/customer transaction recording
- Monthly financial reviews and reporting templates
Outcome: Confidence in financial accuracy and readiness for audits or grants/contracts.
3. Consulting & Operations Support
Purpose: Build efficient workflows, policies, and operational systems.
- Administrative and operational process assessment
- Policy & SOP creation for internal compliance and scalable operations
- Strategic guidance on risk management, compliance deadlines, and operational bottlenecks
- Monthly check-ins to implement improvements and track progress
Outcome: Streamlined operations, reduced risk, and freedom to focus on revenue-generating activities.
4. Continuous Compliance Oversight
- Monitoring for entity compliance, filings, and regulatory deadlines
- Alerts for changes in law affecting the business
- Coordination of legal documents, notarizations, and filings through LDA expertise
Outcome: Eliminates compliance fear and ensures the business stays audit-ready.