Financial Management

Bank account setup, bookkeeping, insurance, payroll, credit lines and tax compliance. Your financial structure starts here.

Bank Account Setup Assistance

We guide you through opening your U.S. business bank accounts, with or without ITIN/SSN.

Bookkeeping System Implementation

We set up your accounting system (QuickBooks, Wave, Xero) to track income, expenses, and generate financial reports.

Payroll System Setup and Management

We help you implement payroll services (like Gusto or ADP) to pay employees legally and efficiently.

Monthly Financial Reporting Setup

We create templates or connect tools that generate easy-to-read Profit and Loss (P&L) Statements and Balance Sheets.

Sales Tax Registration and Filing Guidance

We register your business for sales tax where needed and guide you through your periodic filings.

Resale Certificate Registration

We manage your application for resale certificates if you buy and resell products without paying double taxes.

Business Credit Strategy Session

We show you how to start building business credit, separate from your personal credit.

DUNS Number and Credit Profile Setup

We assist you in registering for a DUNS number and initiating your business credit profile.

Local Business Tax Receipt Application

We handle your local business tax licensing (city/county).

Insurance Advisory

We connect you with insurance brokers to protect your business with general liability, workers’ compensation, and property insurance.

Annual Tax Planning Review

We prepare you ahead of the tax season with preliminary income analysis and deductible strategy.

Financial Compliance Monitoring

We help track and alert you on key financial compliance obligations: renewals, permits, licenses, and filings.

Basic Profitability Analysis

We offer simple breakeven point and margin analysis so you can make smarter financial decisions.

Testimonials

What customers are saying about us?

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Overall Rating

Daniel Entrepreneur Colombia

Starting a business in the U.S. seemed impossible until I found 2GETHER. They not only registered my company in record time, but also gave me a plan to grow. Today, my brand is operating in three states — all thanks to their hands-on support!"

Vanni S Italy

"I didn't just hire a consultant; I gained a full business management team. 2GETHER runs the legal, financial, and operational side of my company while I focus on clients. My revenue tripled within a year — and I finally feel free to lead."

Sara L Venezuela

"Navigating licenses and compliance was overwhelming. 2GETHER broke everything down step-by-step, secured all the necessary permits, and even coached me on how to scale legally. I feel confident and protected — and my business is thriving!"

Juan C Colombia

"2GETHER didn’t just help me prepare my visa documents — they built my entire business strategy for the U.S. Their coaching helped me present a solid, winning case. Today, I am living my American dream with a successful consulting firm in Miami."

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