Strategic Financial Planning

Financial Setup

Get your business finances set up right from day one. We handle the essential financial infrastructure so you can start accepting payments and building business credit.

Professional Service

$699

One-Time Payment

💡 SPECIAL OFFER

Only $299 when bundled with Start-Up Formation

Financial Foundation

Business Banking

DUNS Number

Payment Processing

What's Included

We set up the essential financial infrastructure your business needs to operate professionally and build credit.

Business Bank Account

We open your business bank account for you, ensuring your personal and business finances are properly separated from day one.

  • Business checking account setup
  • Proper documentation handled
  • Professional banking relationship

DUNS Number Registration

We register your business for a DUNS number—critical for building business credit and establishing credibility with vendors and lenders.

  • D&B registration completed
  • Foundation for business credit
  • Vendor credibility established

Critical for Business Credit

Payment Processing Setup

We connect you with our trusted payment processing partner and initiate the setup conversation so you can start accepting payments quickly.

  • Partner introduction handled
  • Setup process initiated
  • Partner finalizes with you directly

We start the conversation, our partner completes setup with you

Why This Matters

Getting your financial infrastructure right from the start sets your business up for long-term success.

Protect Personal Assets

A dedicated business bank account creates the legal separation needed to protect your personal finances from business liabilities.

Build Business Credit

Your DUNS number is the foundation for building business credit separate from your personal credit—essential for future financing.

Get Paid Professionally

Accept credit cards, online payments, and more. Professional payment processing builds trust and makes it easy for customers to pay.

How It Works

We handle the setup so you can focus on running your business.

1

You Sign Up

Purchase the Financial Setup service and provide us with your business details and documentation.

2

We Handle Setup

We open your business bank account, register your DUNS number, and connect you with our payment processing partner.

3

You're Ready to Go

Your business is financially set up. Our partner finalizes payment processing directly with you, and you start accepting payments.

Ready to Optimize Your Finances?

Get your business financially set up right from the start. We handle the bank account, DUNS registration, and payment processing setup.

Complete Financial Setup

$699

One-Time Payment

💡 BUNDLE & SAVE

Only $299

when purchased with Start-Up Formation

  • Business Bank Account Setup
  • DUNS Number Registration
  • Payment Processing Setup
Expert Team
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Personalized Service