Start your Business in 3 Easy Steps

"Determine the business structure that is right for you, right now"

Beyond the Books: Small business success

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No more excuses in 2025—this is your year to finally launch your business with confidence! In today’s episode, I’m breaking down three simple but powerful steps to help you set up your business the right way from day one. Whether you’re just starting out or need to revisit your business foundation, these steps will give you the clarity and structure you need to avoid legal headaches, stay IRS compliant, and build momentum toward your business goals.

determine Your business name

Choose a business name that feels authentic to you and reflects your brand’s mission. Your business name is more than just a title—it’s a powerful part of your identity and can shape how potential clients perceive your services. I share tips on picking a name you’re proud to represent, how to ensure it aligns with your products and services, and why securing your digital presence is just as important as your physical one.

Accounting & Legal Set up for your small business

Now its time to tackle the important (but often intimidating) legal setup. I’ll walk you through how to choose the right business structure for your goals, from sole proprietorships to LLCs, and explain the essentials of registering with your home state and the IRS. While these decisions may feel overwhelming, I’ll remind you that nothing is set in stone—you can make adjustments as your business grows. The key is to take action and avoid letting perfection delay your progress.

Operations for your small business

Listen as I break down the remaining essential steps to set yourself up for long-term success. We’ll cover how to open a business bank account, set up a bookkeeping system that makes sense for your business, obtain any required licenses or permits, and secure the right insurance policy for your industry. I’ll also touch on the importance of establishing a basic online presence to attract clients and share a simple way to manage your tasks so you stay organized and productive from day one.

**Don't miss out on the end-of-episode bonus!

Stick around until the end, where I’ll share a special bonus tip on how you can start landing clients fast once your business foundation is in place. Whether you’re starting from scratch or tightening up your current operations, this episode will give you the clarity and motivation you need to take the next step.

THANK YOU TO BEYOND THE BOOKS: SMALL BUSINESS SUCCESS SPONSORS

Small business bookkeeper who help women entrepreneurs

Hey, I'm Lexi!

Small town mom, wife, and biz enthusiast! When I’m not nerding out over small business financials or recording my podcast, you can find me in the passenger seat of our Jeep or talking entrepreneurship over a cup of coffee. 

My mission? To help service based business owners grow + scale with strategic planning and financial data so they can do what they love every dang day!

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