Foundation & Operations

For new companies: state filing, EIN registration, BOI compliance, operating agreement or bylaws, equity issuance, banking introductions, and the calendar of recurring filings. For restructuring: holding company structures, subsidiary architecture for multi-state or multi-country operations, F-reorganizations, QSBS qualification, profits-interest plans, and pre-transaction structuring that materially affects after-tax outcomes at exit.

New entrepreneurs, founders restructuring multi-entity portfolios, and management teams preparing for capital events where structure will be re-examined.

Performed on QuickBooks, NetSuite, or the client’s platform of choice, by trained accountants supervised by CPAs, on a defined cadence with defined deliverables. Multi-entity consolidations, ASC 606, inventory accounting, foreign currency translation: we bring the senior accountants who specialize in those areas.

Businesses past spreadsheet bookkeeping, not yet at controller. Multi-entity operators needing consolidated reporting without an in-house finance team. Monthly subscription, scaled to volume and complexity.

EOR Basic: legal employment, payroll, statutory benefits, employment-tax compliance, and onboarding workflow.
EOR Plus: adds managed HR, performance workflows, manager training, policy authoring, and leave and PTO administration.
EOR Premium: adds physical presence: Occams office locations or sourced, leased, and operated space on your behalf. Human Capital Advisory covers compensation philosophy, equity plan design, role architecture, performance frameworks, and the cultural infrastructure that turns a fast-growing company into a place senior people choose to stay.

Companies hiring across multiple states or countries, founders who do not want to build an HR team, and management teams whose retention numbers tell them something needs to change. Per-employee monthly fee scaled to tier.

Tax planning performed proactively, not reactively. Estimated payments accurate. Year-end surprises eliminated. The compliance calendar becomes a system rather than a series of last-minute filings, and complex multi-state exposures get the senior attention they require.

Multi-state businesses, businesses with sales-tax exposure across jurisdictions, and founders whose time is too valuable to decode complex compliance requirements.

Phased implementation across accounting software, CRM, payroll, billing, document management, communications, and the integrations between them. Where automation, dashboard reporting, or operational efficiency are the objective, this practice connects directly into our Applied Intelligence work. We treat technology and intelligence as the same problem.

Businesses whose tooling has outgrown its origin story, and management teams who want a defined operating system rather than a collection of subscriptions.

ExpertiseOnTap holds the legal employment: payroll, contracts, statutory benefits, and compliance in each hub jurisdiction. You direct the work day to day. The specialist reports to you; the employment risk sits with us. A role that used to sit in a hiring queue for months becomes a placement measured in weeks.

Companies hiring across multiple states or countries, founders who do not want to build an HR function for every new hire, and management teams whose retention numbers say something needs to change. Per-specialist monthly fee, scaled to role and hub.