Small Business Financial Setup Services in Boulder, CO
Starting a business is one of the most exciting things you'll do. Getting the financial side set up correctly from the start is one of the most important. At Tedrow Associates, we work with new business owners in Boulder and across the Front Range to build a financial foundation that's organized, compliant, and ready to grow with you — so you're not untangling a mess months or years down the road.
What's Included in Our Financial Setup Services
We handle every piece of the financial setup so you can focus on launching your business. Here's what's included:
- Chart of accounts setup tailored to your industry
- Accounting software selection, setup, and configuration
- Business banking guidance — what accounts to open and why
- QuickBooks onboarding and initial data entry
- Payroll system setup (Gusto or preferred platform)
- Sales tax registration and compliance setup
- Business entity review — making sure your structure makes financial sense
- Connection of bank feeds, payment processors, and expense tools
- Initial financial reporting setup — so your numbers are readable from day one
Who This Is For
Our financial setup services are tailored for:
- First-time business owners who want to start clean and stay organized
- Startup founders who are moving fast and need their back office to keep up
- Engineering and tech entrepreneurs who are great at what they do but didn't go to school for accounting
- Existing small businesses that launched without proper financial systems and need a reset
If you're starting something new in Boulder or anywhere along the Front Range, we'd love to be part of the foundation.
How We Help You Scale Your Small Business the Right Way
From day-to-day bookkeeping to long-term financial strategy — we handle whatever your new small business needs so you can stay focused on growing it.
Compliance & Payroll Management
Payroll processing, tax filings, and government compliance — handled completely so you stay focused on your business.
Financial Insights
Clean reporting, expense visibility, and cash flow clarity — so you're never flying blind or guessing at year-end.
Financial Planning & Advisory
Turn your goals into a real financial plan, built by someone who's been advising small businesses for 15 years.
Troubleshooting & Facilating
Something's off? Send it over. We deal with the messy and unexpected — just send it to us and we'll take care of it.
Meet Carol Tedrow, CPA
Owner & Certified Public Accountant
Carol is a Colorado native, Boulder local, and CPA with over 15 years of accounting and business advisory experience. She spent over a decade advising small businesses at a Boulder CPA firm and has worked with everyone from first-time founders to biomedical startups. Carol believes your small business finances should be approachable, personalized, and maybe even a little fun — and she's built her practice around exactly that.
Carol's Credentials & Certifications
- CPA — Certified Public Accountant
- MA — Master of Accountancy
- QuickBooks ProAdvisor Certified
- Gusto Certified Partner
- 15+ years of accounting and business advisory experience
FAQs
Do we need to have our business entity formed before working with you?
Answer here.
What if we're mid-launch and already behind on setup?
Answer here.
Can you help us choose a business bank account?
Answer here.
What happens after the set-up is complete — do we need to stay on as a client?
Answer here.
Related Financial Management Services
Once you're set up, we can help you keep the momentum going:
Ready to start your business on the right financial foot?
Let's talk. We offer a free consultation to learn about your business and figure out the best path forward together.