BUSINESS SETUP + SUCCESSION

Do It Right, From the Start, Don't Worry Later.

Entity + tax structure, QuickBooks Online setup, clean workflows, and advisory support—built around your needs (not a rigid package).

Custom-fit pricing based on your stage, complexity, and timeline—no paying extra for a fixed package.

QuickBooks ProAdvisor support for QuickBooks Online setup, cleanup, training, and reporting.

Succession + M&A readiness so your books, processes, and tax strategy hold up under diligence.

Team reviewing financial dashboards and planning business setup
QUICKBOOKS
Online setup + cleanup
Chart of accounts • bank feeds • workflows
SUCCESSION
Diligence-ready books
Clean close • reliable reporting • tax-smart structure
WHAT YOU GET

Clarity, Confidence, and Systems That Scale.

Big, easy-to-read takeaways—details available when someone wants them.

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WHY IT MATTERS

Start Clean. Stay Clean.

Your entity, bookkeeping system, and workflows impact your tax bill, cash flow, and ability to grow.

Read more
Choosing the wrong structure—or running QuickBooks without consistent processes—creates surprise taxes, messy reporting, and costly cleanup later. We help you build a foundation that holds up.
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WHAT WE DO

Build Your Setup—End to End.

We guide structure, registrations, accounting setup, and the monthly cadence—so operations don’t break.

What’s included
  • Entity structure guidance (LLC / S-Corp / C-Corp) with tax considerations
  • QuickBooks Online setup, cleanup, and training
  • Chart of accounts, classes/locations, and reporting setup
  • Bank feed rules, invoice/expense workflows, approvals
  • Payroll + compliance coordination (as needed)
BENEFITS

Less Risk. More Control.

Reliable reporting, fewer surprises, and a smoother path to financing, growth, or exit.

See benefits
  • Cleaner books → easier taxes and fewer corrections
  • Better decisions with consistent monthly reporting
  • Processes that scale with your team
  • Diligence-ready financials for lenders / buyers
QUICKBOOKS ONLINE

QuickBooks Setup That Actually Matches Your Business.

If you’re searching for QuickBooks help, QuickBooks Online setup, QuickBooks cleanup, or a QuickBooks ProAdvisor—you’re in the right place.

FOUNDATION
Chart of accounts + reporting

Set up accounts, classes/locations, and KPIs so your P&L actually tells the truth.

AUTOMATION
Bank feeds + rules

Reduce manual entry with clean bank feed rules, vendor mapping, and consistent categories.

WORKFLOWS
Receivables, payables, approvals

Build invoice, bill pay, and expense workflows that fit your team—then train your staff.

SUCCESSION + TRANSITIONS

Succession Planning, Mergers & Acquisitions—Without the Chaos.

Whether you’re handing off leadership, exploring a sale, or planning a smooth retirement, we help you prepare with structure and confidence.

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READINESS

Diligence-Ready Financials

Clean close processes, consistent reporting, and documentation so you’re ready when opportunities appear.

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STRUCTURE

Tax-Smart Transitions

Coordinate planning so entity structure, compensation, and timing support your long-term outcome.

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ADVISORY

A Steady Partner

You’ll get clear next steps and priorities—so you can move forward without feeling overwhelmed.

Ready when you are

Let's Talk About Your Business Setup & Succession Needs.

Share a few details and we’ll follow up with a short Loom video or call walking through how MTA would plug into your business — including a custom pricing range.

  • 15–20 minute conversation — no hard sell.
  • We’ll talk tools, volume, entities, and goals.
  • You walk away with clear next steps, even if we’re not the fit.

No spam. No obligation. Just a clear picture of where MTA can plug in.