KEY TAKEAWAY
Banks have tightened business-account requirements. Here's what to bring, what banks actually check, and how to avoid the second trip.
I
INDUSTRY ADVISORS
August 25, 2026
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Latest articles.

2 ARTICLES · UPDATED WEEKLY
2026

BOI Reporting: The 2026 Refresh Every LLC Owner Needs

KEY TAKEAWAY Where BOI reporting stands in late 2026: who files, what the report asks for, deadlines, the 20-minute FinCEN walkthrough, and penalty ranges — with an update-report checklist.
INDUSTRY ADVISORS Aug 3

Guided courses.

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FEATURED PROGRAM

The Everyday Owner's Blueprint

Idea to legally formed, tax-registered, and open for customers — in twelve weeks.

12 WEEKS$1 /first week
THE 12-WEEK CURRICULUM
From idea to open for business.
WEEKS 1–3
Foundation · validate, choose entity, brand
WEEKS 4–6
Formation · address, file, EIN
WEEKS 7–9
Compliance · banking, tax, licenses
WEEKS 10–12
Launch · contracts, payments, calendar
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DEEP DIVE

Tax Strategy for Small Business

Six weeks on quarterly estimates, S-Corp election timing, and the deductions most owners miss.

6 WEEKS$49
THE 6-WEEK CURRICULUM
Pay less, legally.
WEEK 1
The S-Corp decision
WEEK 2
Quarterly estimated taxes
WEEK 3
Deductions audit
WEEK 4
Retirement & health benefits
WEEK 5
Vehicle, home office, Augusta
WEEK 6
Year-end planning
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FUNDING PATH

Business Credit Builder

Eight weeks to a business credit profile that funds you instead of you funding it.

8 WEEKS$39
THE 8-WEEK CURRICULUM
From personal guarantees to business credit.
WEEK 1
D-U-N-S registration
WEEK 2
Net-30 vendor accounts
WEEK 3
Business credit cards
WEEK 4
Credit reporting bureaus
WEEK 5
Lines of credit & SBA
WEEKS 6–8
Maintain & scale
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Action kits.

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FORMATION
LLC Formation Kit
Every template, checklist, and filing form to set up your LLC in any state.
6 ITEMS$27
WHAT'S INSIDE
LLC Formation Kit
  • Articles of Organization template
  • Operating Agreement (single & multi-member)
  • EIN application walkthrough
  • State filing fee schedule
  • Registered Agent setup guide
  • First-year compliance calendar
$27BUY NOW →
TAX
Tax Prep Kit
Everything you need to organize a year of expenses and walk into tax season prepared.
6 ITEMS$19
WHAT'S INSIDE
Tax Prep Kit
  • Deduction tracker spreadsheet
  • Mileage log template
  • Home-office calculation worksheet
  • 1099 contractor tracker
  • Quarterly estimated tax calendar
  • CPA hand-off checklist
$19BUY NOW →
CONTRACTS
Contracts & Legal Kit
The six agreements every business needs before its first dollar of revenue.
6 ITEMS$29
WHAT'S INSIDE
Contracts & Legal Kit
  • Client / Service Agreement
  • Independent Contractor Agreement
  • Mutual NDA
  • Privacy Policy generator
  • Terms of Service template
  • Cease & desist template
$29BUY NOW →
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