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Webb Community Financial Services
Home
Coaching
  • Financial Coaching
Business Owners
  • DFY Business System Setup
  • Bookkeeping & Accounting
Tax Clients
  • Free Quote
  • For Tax Clients
  • Resources for Tax Clients
  • Referral Form
  • Client Portal
Tax Office Owners
  • Done For You Tax Office
  • Own Your Tax Office
  • WCFS Back Office
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    • DFY Business System Setup
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    • Free Quote
    • For Tax Clients
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    • Referral Form
    • Client Portal
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  • Home
  • Coaching
    • Financial Coaching
  • Business Owners
    • DFY Business System Setup
    • Bookkeeping & Accounting
  • Tax Clients
    • Free Quote
    • For Tax Clients
    • Resources for Tax Clients
    • Referral Form
    • Client Portal
  • Tax Office Owners
    • Done For You Tax Office
    • Own Your Tax Office
    • WCFS Back Office

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$500- includes Secretary of State

Turnaround Time: 7-10 Days

Our Business Setup service provides everything you need to legally establish and structure your business with confidence, from obtaining your EIN and registering with the Secretary of State to setting up essential systems for banking, communication, and branding. With expert guidance and step-by-step support, we lay the groundwork for a professional, scalable, and fully operational business presence.


Services include:


  • Business Systems Audit & Consultation: A focused session to assess and improve your business operations.
    Includes:
    • Workflow and process review
    • Identification of inefficiencies
    • Recommendations for automation tools and software
    • System setup guidance for scalability
      Note: Ideal for businesses seeking streamlined operations and improved productivity.


  • IRS EIN Application and Setup: Obtaining an Employer Identification Number (EIN) from the IRS for your business.
    Note: This is required for business banking, payroll, and most state filings.


  • Secretary of State Business Registration: Assistance with registering your business entity (LLC, Corporation, etc.) with the Secretary of State.
  • Duns & Bradstreet Number Setup: Assistance with registering your business with a D&B Number. This is used to establish a business's credit profile and is often referenced by lenders and potential partners to assess the company's financial stability and reliability. Think of it as a Social Security number for your business, but for credit reporting purposes.


  • Business Bank Account Assistance: Guidance and support with setting up a business checking account at a reputable bank or credit union.
    Includes:
    • Bank recommendations based on business needs
    • Document preparation checklist
    • Step-by-step assistance with the application process
      Note: If needed, we will connect you with a banking representative from our network.


  • Virtual Business Address - Referral: Referral to a reputable virtual business address provider for professional business registration and mail handling.
    Note: If you choose to proceed, we will connect you directly with our networking partner for setup.


  • Professional Business VoIP Phone System - Referral: Referral to a trusted VoIP provider for setting up a professional business phone system.
    Note: If setup is requested, we will connect you with our networking partner to complete the process.


  • Professional Business Email - Referral: Referral for setting up a custom domain-based professional email (e.g., yourname@yourbusiness.com).
    Note: If setup is requested, we will connect you with our networking partner for implementation.


  • Website Domain - Referral: Referral to a reliable domain registrar for purchasing and managing your business website domain.
    Note: If you opt to proceed, we’ll connect you with our networking partner to handle setup.


  • FREE Business Coaching Discovery Session:  A complimentary 30–60 minute session with a certified business coach to help set strategic goals.
    Includes:
    • Business model review
    • Growth and marketing insights
    • Startup success strategies
      Note: Ideal for new business owners seeking direction and accountability.


  • FREE Financial Consultation:  A one-time session with a financial professional to review your business finances and goals.
    Includes:
    • Budgeting guidance
    • Basic tax planning tips
    • Profitability analysis recommendations
      Note: Great starting point for understanding your financial health and next steps.

Learn More

Ready to launch your business with a solid foundation? Our Business Setup Package provides everything you need, from legal registration and tax structuring to custom policies and essential systems. We streamline the entire process so you can focus on your vision. 


To see how we can tailor a perfect package for your unique needs, we invite you to book a free, no-obligation Discovery Consultation. It's the best way to explore your options and get your questions answered by our experts.

Book Your Discovery Consultation

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"Done for You" Tax Office Buildout & Systems Setup

- Full Software Setup

- Customer Relationship Management (CRM)

 - Email and Messenger Communication

- Built In Scheduler

- Workflow automations

-Tax Preparer Hiring & Training Systems

-Marketing Tools

- Client Onboarding & Compliance Systems 

AND MUCH MORE

Starting at $999  
Sale Ends 10/1/25 

Book Your Discovery Session