Say Yes to More
When a client asks "can you help me set up my business?", the answer is now yes — and the work stays inside your practice instead of going out as a referral.
For Business Consultants
Your Practice,
Now Full-Service.
STEPS delivers formation, EIN registration, registered agent, and ongoing compliance under your brand. You set your own pricing, keep the margin, and stay the only advisor your client deals with.
Your Practice
Your brand, your pricing, your client
STEPS
Formation & compliance infrastructure
One client experience, under your brand
Why Business Consultants Partner With STEPS
No New Hires, No New Expertise
STEPS runs formation, EIN registration, registered agent, and ongoing compliance as your delivery team. You add the service line, not the payroll.
You Stay the Only Advisor
You own the relationship and every commercial conversation in it. We never market or sell to your clients.
Set Your Price, Keep the Margin
You pay STEPS for the work and bill your client what you choose. Compliance renews every year, so the revenue repeats without a new sale.
How It Works
You Lead the Relationship. STEPS Handles the Infrastructure.
You bring the client and set the price. We do the work and report back to you.
You Scope the Work
You identify what your client needs — formation, licensing, registered agent, ongoing compliance — and quote your own price for it.
We Deliver It Under Your Brand
STEPS files the formation, registers the EIN, serves as registered agent, and tracks compliance — with your logo on the client-facing work.
You Keep the Difference
You invoice your client at your rate. STEPS bills you for the work. The spread is your margin.
Frequently Asked Questions
STEPS prepares and submits the filings, so you don't need a law or accounting license to bring clients to us. Your own professional rules still apply to the advice you give.
Yes. Bundle formation and compliance into your existing packages, price them however you like, and STEPS delivers the work.
Mostly not. You apply your own logo and branding to the client-facing experience. Some areas carry a “Powered by STEPS” attribution, so the white-labeling is close to complete rather than total — we would rather tell you that now than have it surprise your client later.
You mark up what you outsource. STEPS bills you for the work; you bill your client at whatever rate you set. Because compliance obligations renew every year, that revenue repeats without a new sale.
Referrals Don't Pay You.
Formation, licensing, registered agent, and compliance — delivered under your brand, priced by you.
No cost to join. Cancel anytime.