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For Credentialed Independent Consultants

Launch your consulting practice
the right way.
The first time.

Practitioner-tested guidance for PhDs, MBAs, MDs, JDs, CPAs, LCSWs, licensed engineers, architects, and other credentialed specialists going independent — covering entity formation, banking, insurance, government contracting, and beyond.

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Built for:
Professional Services Consultants·Management Consultants·Licensed Engineers·Urban Planners·CPAs & CFPs·Attorneys·Architects·Environmental Specialists·Therapists·Health Professionals·…and More

Why PracticeReadyHQ

Most startup advice is written for tech founders.
This is written for you.

The generic “start a business” content tells you to form an LLC in Delaware, open a Mercury account, and start cold-emailing. That advice doesn’t account for professional licensing restrictions, government contracting requirements, or California franchise tax traps.

PracticeReadyHQ is built by a credentialed consultant who has navigated California entity formation, SAM.gov registration, CPUC certifications, government RFPs, and the full back-office infrastructure that professional services practices actually need.

Start with the Free Checklist →

California-specific guidance

LLC restrictions, double franchise tax, CalSavers, AB5 — the details that sink new practices.

⚖️

Licensing-aware entity advice

Know whether you need an LLC, PC, or LLP before you file — by state and by profession.

🏛️

Government contracting ready

SAM.gov, certifications (SB, DVBE, WOSB, 8a), bid portals — what most consultants miss.

📋

Practitioner-tested templates

Agreements, SOWs, proposals, and invoices built for professional services — not generic small business.

Consulting Practice Launch Checklist
1 · Business Formation

LLC vs. PC vs. LLP by state & profession — with CA warnings

Register with Secretary of State (avoid common filing errors)

Obtain EIN before banking or procurement

Draft Operating Agreement with IP & confidentiality clauses

2 · Banking & Financial Infrastructure

3-account structure: 2 checking + 1 high-yield savings

Choose a bank with relationship banking support

Set up accounting software from day one

3 · Insurance

Professional Liability (E&O) + Cyber Liability

Business Owner’s Policy (BOP)

Workers’ comp threshold & requirements

+ 3 more sections inside
Government Registrations  ·  Core Documents  ·  Payroll & Compliance

30+ action items with step-by-step guidance · California-specific notes throughout ★
Free Download

Not just a checklist — a guided action plan.

Six sections, 30+ action items — each with specific guidance, California-specific warnings where relevant, and links to detailed guides. Built for credentialed professionals going independent.


6 sections · 30+ action items with step-by-step guidance

California LLC & professional licensing warnings

Government contracting registration steps

Banking structure used by working consultants

Links to 50-state guides for every major decision

No spam. Occasional practitioner-tested guides. Unsubscribe anytime.

What You’ll Cover

Six sections. One complete playbook.

Each section builds on the last — this is the sequence that matters.

01
Business Formation

Entity type, registration, EIN, operating agreement. Includes California LLC/PLLC restrictions by profession.

02
Banking & Finance

The 3-account structure, banker relationships, accounting software, quarterly taxes, and business credit.

03
Insurance

E&O, cyber liability, BOP, auto, workers’ comp — and which ones government contracts require.

04
Government Registrations

SAM.gov, state portals, small business certifications (8a, WOSB, DVBE, SB, CPUC) that unlock new revenue.

05
Core Documents

Consulting agreement, SOW, proposal, IC agreement, offer letter, invoice — the seven templates every practice needs.

06
Payroll & Compliance

Payroll setup, CalSavers, SEP-IRA vs. Solo 401(k), deductible expenses, annual compliance calendar.

Template Pack

The checklist tells you what. The templates give you the documents.

Seven professionally drafted, editable Word templates for everything in Section 5.

$49
$17
one-time · instant download

Get the Pack →

PracticeReadyHQ provides general practitioner guidance for informational purposes only. This is not legal, financial, or tax advice. Requirements vary by state, profession, and individual circumstances. Always consult a licensed attorney and CPA before making entity formation, tax, or contracting decisions.