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LUCA Launch

Starting a business? We set up the back office, in the right order.

A one-time engagement for new businesses: forming the company, tax registrations, licenses, books, banking, and payroll, set up in sequence. It stands on its own. We scope and quote it for your business after a short conversation.

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The sequence

Most of the value is knowing what comes first.

Each step depends on the one before it. You cannot open a tax account without an EIN, or run payroll without the state registrations. We take them in order.

  1. Step 1

    Getting started

    We talk through what you are building, how money will come in and go out, and what needs to exist before your first sale.

  2. Step 2

    Entity formation

    Once you and your attorney settle the entity structure, we prepare and file the formation documents with the Secretary of State.

  3. Step 3

    EIN and federal registration

    We get your employer identification number and complete the federal registrations your business needs.

  4. Step 4

    State and local tax accounts

    We register the state and local tax accounts you will file under, including sales tax where it applies.

  5. Step 5

    Business licenses

    We apply for the city and county licenses you need to open.

  6. Step 6

    Ledger and chart of accounts

    We set up your accounting system with a chart of accounts, the list of categories every dollar gets sorted into, built for how your business earns and spends.

  7. Step 7

    Bank and card connections

    We connect your bank accounts and cards so transactions flow into the books on their own.

  8. Step 8

    Bill pay

    We set up how bills get approved and paid, before the first one arrives.

  9. Step 9

    Payroll

    We set up payroll and register the state payroll tax accounts, so your first paycheck goes out correctly.

  10. Step 10

    Handoff

    We hand the finished setup into ongoing service, with the same people who built it, or to you with notes on how it all fits.

We work alongside your attorney on entity structure.

Choosing an entity is a legal decision. We do not give legal advice or pick an entity type for you. We explain how each option plays out in the books and on the tax return, your attorney advises on the structure, and we file once it is decided.

After launch

What comes next, if you want us to stay.

  • Accounting Operations

    Bookkeeping, month-end close, and financial statements, done every day on the books we just set up.

    See Accounting Operations

  • Payroll and HR

    Payroll run on the system we configured, with the registrations already in place.

    See Payroll and HR

  • Filings and Compliance

    The licenses and registrations from launch, renewed and filed as they come due.

    See Filings and Compliance

Tell us what you are starting.

We will walk through the sequence with you and send a quote scoped to your business.

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