Entity Structuring
& Strategic Planning
Set up entities, build a smart financial foundation, and plan strategically for growth from the very beginning with your new business formation.
Incorrect Entity Setup Now Becomes a Big Problem Later
Choosing the wrong entity type or skipping early financial
planning can lead to:
- Higher taxes and missed deductions
- Legal liability and audit exposure
- Accounting messes that take years to clean up
- Difficulty raising capital or selling later
- Poor insight into cash flow and profitability
We help you avoid those mistakes—and build on a solid foundation.
Get Set Up to Succeed Now & In The Future
Our entity structuring services include:
Entity selection planning and guidance
Coordination with legal and estate planners.
Initial bookkeeping and chart of accounts setup.
Business license and tax ID support.
Recommendations for business management software systems.
“They helped us get everything right from day one.”
Think Beyond Day 1—Plan for the Long Run
Starting strong is great. Staying strong is better. In conjunction with your new entity setup, we offer strategic planning support to help you:
- Forecast revenue and expenses
- Build initial budgets and cash flow models
- Set financial goals and KPI benchmarks
- Understand break-even points and profitability timelines
- Avoid costly surprises in year one (and beyond)
We’re not just your startup advisor—we’re your long-term partner.
We Know What It’s Like to Start From Scratch
We’ve helped hundreds of business and practice owners go from idea to launch—many of whom are still with us today. Whether you’re opening a dental practice, starting a consulting firm, or launching a family-run venture, we’ll help you avoid early pitfalls and build something truly sustainable.
Our Trusted Clients
“Bloomfield didn’t just advise on setup. They helped me think five years ahead.”
Joshua Bell
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Get Started in 3 Steps
Schedule a Call
We’ll discuss your ideas and business goals
Form Your Entity
We guide you through the legal, tax, and financial setup
Build a Strategic Plan
You launch with clarity and long-term confidence
Start Smarter. Grow with Confidence.
Starting a business or practice isn’t just about paperwork—it’s about making decisions that affect your taxes, your liabilities, your ability to scale, and your peace of mind. With Bloomfield CFO, you don’t just get direction on entity formation you get a team that thinks ahead and helps you build something that lasts.
Whether you’re just exploring your options or ready to launch, we’re here to help you start the right way.
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Accounting Services
Tax Preparation
CFO Services
IRS Tax Help