Our Services

Business Formation & Strategy

Build a solid foundation for your business with the right structure and strategy from day one.
Services include:

  • LLC and sole proprietorship setup

  • Operating agreements and EIN registration

  • Business and strategic planning sessions

  • Banking and accounting system recommendations

  • Guidance on licensing and registration requirements

  • One-on-one advisory to align business goals and compliance needs

Compliance & Risk Advisory

Stay ahead of regulatory and operational risks with clear, actionable frameworks designed for small businesses.
Services include:

  • Customized policy and procedure templates

  • Risk assessments and internal control design

  • Compliance reviews and gap analysis

  • Practical training for small business owners on maintaining compliance

  • Ongoing compliance support and advisory retainers

Operations & Administration

 

Transportation Compliance

Organize the back end of your business so it runs smoothly and scales easily.
Services include:

  • Standard operating procedures (SOPs) and templates

  • Filing systems and document management setup

  • Staff onboarding processes and manuals

  • Workflow design and task management setup

  • Digital tool recommendations (QuickBooks, Asana, etc.)

  • Process improvement and administrative efficiency reviews

For carriers, small fleets, and owner-operators—stay compliant and confident on the road.
Services include:

  • DOT number registration and new entrant setup

  • IFTA and IRP registration and renewals

  • Unified Carrier Registration (UCR) filing

  • Drug and alcohol program setup or referral

  • Driver qualification file preparation

  • Safety audit preparation and ongoing compliance support

 FAQs

  • We work with small business owners across industries — from startups and service providers to transportation and logistics companies. Whether you’re building your foundation or refining existing processes, we tailor our approach to fit your business model.

  • No. Transportation compliance is one of our service areas, but our work spans all types of small businesses. Our goal is to help every client stay organized, compliant, and prepared for growth.

  • Your consultation is a focused strategy session to understand your goals, identify needs, and outline the best next steps for your business. It’s not a sales call, it’s a working conversation.

  • Both. Some clients work with us for a single service (like business formation or policy creation), while others choose ongoing advisory support for structure and compliance management.