Books, payroll and contracts set up properly

Get the back office right once, so month end takes an hour instead of a week.

Operations. Two to three weeks

  1. Separate bank account and card: Nothing personal goes through the company, from day one.
  2. A bookkeeper sets up the books: Chart of accounts, connected bank feeds, a monthly close.
  3. Payroll and contractor payments: One tool for both, so tax forms come out right at year end.
  4. Three standard contracts: Customer terms, contractor agreement, mutual NDA.

A Propel playbook. No provider paid to be named here.

All blueprints