Services

Two practice areas, one standard of rigor.

NAICS 541611
Standard U.S. classification for professional management advisory services.

Business Management Consulting

Advisory engagements focused on operating model, process design, and organizational structure.

  • Operating-model design for founder-led and early-stage companies
  • Process mapping, standard operating procedures, and internal controls
  • Governance documentation and decision-rights frameworks
  • Strategic reviews and quarterly operating cadence
NAICS 518210
Standard U.S. classification for data processing, hosting, and related business services.

Data Processing Services

Structured data operations: ingestion, normalization, reporting, and controlled retention.

  • Data pipeline design and documentation
  • Reporting automation and dashboard assembly
  • Record-keeping frameworks aligned with audit standards
  • AES-256 encryption at rest and controlled-access retention
NAICS 541611 · Advisory
Advisory services classified under the same U.S. management consulting category.

Entity Formation Advisory

Strategic guidance for founders establishing U.S. operating entities — from jurisdiction selection through post-formation compliance readiness.

  • Jurisdiction and entity-type analysis: LLC vs C-Corp vs S-Corp, state selection, tax and governance implications
  • Founder-readiness review: operating agreement structure, member roles, equity framework, decision rights
  • Post-formation compliance mapping: EIN, registered agent, state filings, BOI reporting, federal and state tax registrations
  • Banking and payments readiness: documentation package for business banking, merchant accounts, and KYC onboarding
  • Cross-border considerations for LatAm founders: ITIN vs SSN, treaty benefits, remittance and funding structures
  • Scaling checkpoints: when to convert entity type, when to add a board, when to register in additional states

What we do not do

We advise; we do not file. Clients execute entity formation through their own registered agents and legal counsel. We do not provide legal services, serve as registered agent, or act as incorporator of record. We are not a broker-dealer, investment adviser, money transmitter, custodian, or lender. We do not hold client funds, execute trades, or issue financial products.