Getting started with Financial Stream LLC
We work remotely across the U.S. To get started, simply contact us and briefly describe what you need — we’ll outline the next step and what to prepare.
Step 1 — Contact us
Send a message or call us. Include your state, whether you’re a business or individual, and what you need help with (bookkeeping, taxes, catch-up, formation/licensing).
Step 2 — Share a quick overview
- Client type: business / individual
- State(s): where you operate
- Need: QuickBooks bookkeeping, tax filing, payroll, sales tax, formation/licensing
- Time period: starting date or backlog period
- Deadline: any upcoming filing date
Step 3 — Common documents & access
Exact requirements depend on your case. Below is the most common list.
For bookkeeping (QuickBooks)
- Access to QuickBooks Online (if you have it)
- Bank/credit card statements (or bank connection)
For tax returns
- W-2 / 1099 (if applicable)
- Key income/expense documents
- Business records for payroll/sales tax if applicable
For formation/licensing
- Desired business type (LLC/Corp)
- State of registration
- Short business description (for licensing)
Step 4 — We confirm the plan and begin
We’ll ask a few clarifying questions, confirm scope, and then proceed with a clear workflow and deliverables (clean books, filings, CPA-ready year-end package).
Good to know
- No office visit required — everything can be done online or by phone
- Meetings are available by appointment if needed
Ready to start? Send us a message and we’ll guide you through the next step.