Our Services

We responsibly use AI-powered tools to support research, documentation, organization, and planning. This allows us to work more efficiently, reduce administrative overhead, and focus more time on personalized guidance, education, and mentoring.

All services are delivered with human oversight and professional judgment, ensuring accuracy, clarity, and alignment with each client’s goals.

A friendly team member assisting a client with a service overview.
A friendly team member assisting a client with a service overview.

Small Business & Startup Consulting

  • Business idea and startup readiness guidance

  • Business structure and setup support

  • Early-stage business strategy and growth planning

Business Formation & Licensing Guidance

  • Connecticut LLC formation guidance

  • General business licensing support

  • Compliance and filing guidance (non-legal)

Business Planning

  • Startup and small business planning

  • Operational and growth planning

  • Simple financial and workflow planning

Bookkeeping Assistance

  • Bookkeeping setup guidance

  • Ongoing bookkeeping assistance and organization

  • Recordkeeping best practices and support

(Non-tax, non-CPA services)

Startup Education & Training

  • Startup and small business classes

  • Workshops and group training sessions

  • Practical business education for new entrepreneurs

Mentoring & Ongoing Support

  • One-on-one mentoring for entrepreneurs

  • Ongoing business support and accountability

  • Guidance for early-stage and growing businesses