IT & Software

Company Formation for New Clients

What documents should I collect from my new accounting client with [specific details]?

What This Prompt Does

Creates a step-by-step roadmap for helping clients form a new business, tailored to their goals, location, and entity type (e.g., LLC, S-Corp, C-Corp, nonprofit).
Guides you through gathering the necessary details and filing requirements for proper legal setup, including registration, tax IDs, and ownership structure.
Ensures clients comply with federal, state, and local requirements and are prepared for tax, payroll, and financial operations post-formation.
Helps establish a professional and scalable foundation by recommending best practices for recordkeeping, banking, contracts, and insurance.

Tips

Clarify the type of business entity your client is interested in forming—different structures have unique implications for taxes, liability, and compliance.
Tailor the prompt based on jurisdiction, as state and country-specific regulations vary widely in terms of filing procedures, fees, and required documentation.
Encourage your client to define their ownership structure and prepare initial agreements (like Operating Agreements or Shareholder Agreements) early.
Include post-formation steps like setting up accounting systems, applying for relevant licenses/permits, and opening business bank accounts.
Provide clients with timelines and expectations so they understand how long the process takes and what milestones must be met for full compliance.

Prompt

What steps should I take to help my new clients form new companies?

How To Use The Prompt

Fill in the placeholders:

[ENTITY TYPE] – e.g., LLC, C-Corp, nonprofit
[STATE OR COUNTRY OF FORMATION] – e.g., California, Texas, Canada
[INDUSTRY] – e.g., consulting, eCommerce, real estate
[BUSINESS GOALS] – e.g., fundraising, liability protection, tax efficiency

Example: What steps should I take to help my new client form an LLC in Florida for a real estate investment company focused on short-term rentals?

Additional Information

This prompt acts as a company formation blueprint, perfect for accountants, consultants, business advisors, or virtual CFOs. It streamlines a complicated process and ensures nothing is overlooked in your client’s early-stage setup.

Boost client confidence by providing a well-organized, step-by-step plan for business formation.
Reduce legal and financial risks by covering compliance and documentation needs from day one.
Position yourself as a trusted partner—not just a service provider—by offering high-value guidance that sets clients up for sustainable growth.

Whether you're helping a solopreneur open a consulting firm or guiding a startup with funding ambitions, this prompt will deliver a clear and reliable formation checklist tailored to your client's needs.

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