Formation & registration handoff
Collect the business and ownership facts, coordinate the selected provider, and track formation, registration, and post-formation tasks through completion.
U.S. ORGANIZATION SETUP
Launch your U.S. organization with one coordinated setup.
Coordinate U.S. formation and registration handoffs, tax and accounting setup, essential company documents, and ongoing support with clear owners and professional boundaries.
B2B Sales Pilot coordinates the work. Qualified independent professionals provide regulated advice and determinations under separate engagements.
01 · CORE SETUP
The core setup most new U.S. organizations need.
Start with the work that creates a usable company—not a pile of disconnected registrations, files, and provider requests.
Tax & accounting setup
Coordinate EIN and tax-registration inputs, accounting-provider onboarding, bookkeeping readiness, and the initial filing calendar around the organization’s facts.
Essential company documents
Coordinate company records, ownership and governance documents, core commercial contracts, and intellectual-property work where the approved scope requires them.
Ongoing compliance support
Keep deadlines, renewals, reports, provider requests, and unresolved obligations visible after the organization begins operating.
02 · COORDINATION
One setup plan. Clear owners. Fewer loose ends.
We connect the business facts, provider handoffs, internal decisions, and follow-up work in one practical setup sequence.
- 01
Confirm the starting point
Record the intended U.S. footprint, ownership facts, launch timing, team plan, work already completed, and the questions that still need an owner.
- 02
Coordinate the right providers
Route each regulated question to the appropriate qualified independent professional and keep inputs, decisions, deadlines, and dependencies connected.
- 03
Close the handoff
Leave the team with a current setup file showing status, named owners, completed records, next deadlines, and open obligations.
04 · CONTINUING SUPPORT
Support does not stop when the organization is formed.
Under an agreed support scope, we keep the open work coordinated as the U.S. organization moves from registration into day-to-day operation.
Open obligations and renewals
Coordinate recurring deadlines, tax and accounting requests, company records, provider follow-ups, and document updates so responsibilities do not disappear after launch.
Changes as the company develops
Reconnect the right owners and qualified professionals when ownership, hiring, contracts, intellectual property, immigration needs, or state activity changes.
FAQ
What to know before we scope the setup.
Clear answers about coordination, professional advice, and support after registration.
Does B2B Sales Pilot provide legal, tax, or immigration advice?
No. We coordinate scope, information, documents, owners, and handoffs. Legal, tax, accounting, immigration, and other regulated advice or determinations are provided by qualified independent professionals under separate engagements.
What is typically coordinated for a new U.S. organization?
Depending on the company’s facts, the work may include formation and registration handoffs, EIN and tax or accounting setup, company records, ownership or governance documents, core contracts, intellectual-property questions, and an ongoing compliance calendar. The exact scope is confirmed before work begins.
Can you continue supporting us after registration?
Yes. An ongoing coordination scope can cover open obligations, renewals, provider requests, document updates, and changes in ownership, hiring, contracts, immigration needs, or state activity. Required professional advice remains with qualified independent professionals.