You already have the client. Stop sending them away
You keep the books, so clients ask you about forming an LLC, electing S-corp, the registered agent, and the annual report, and today you have to point them elsewhere. Partner with File.Business and say yes to all of it, by referral or under your own brand, without ever stepping outside what a bookkeeper does.
Can you set up my LLC? Right now the answer is no
You see the client's whole financial picture, so it is natural they ask you to form the entity, add a registered agent, or file the annual report. But those are filings, not bookkeeping, so you send them to a filing site, and sometimes that site turns around and pitches them on the very books you keep. The gap between what you do and what they need is where you lose them.
File.Business closes that gap. Through a partnership, you offer formation, registered agent, and compliance filings, we do the paperwork, and you stay firmly within a bookkeeper's role while the client stays yours.
- Clients pointed to a filing site
- Entity questions you cannot bill
- Someone else pitching your clients
- Deadlines you have no view into
- Revenue handed away for free
- You say yes to the whole request
- Filings done by us, not you
- Clients stay inside your firm
- Every deadline on one calendar
- Revenue share on the work
Everything you can finally say yes to
These are the asks that used to send a client elsewhere. Toggle the ones you hear, and watch how much of it a partnership covers.
The full filing stack, behind your books
All handled by File.Business, offered under your relationship with the client.
Entity formation
LLCs and corporations, any state
EIN
Federal tax ID for each client
Registered agent
In every state they operate
Annual reports
Filed on time, every year
Sales tax registration
Where clients have nexus
Foreign qualification
Register clients in new states
S-corp elections
Coordinated with their tax pro
Compliance calendar
Every client, one workspace
From first request to a service you just offer
Five steps, in the right order. Select one to see the detail.
Pick referral or white-label
Referral is the simplest, co-branded and revenue share. White-label puts your firm's name on everything the client sees. We help you choose based on how much you want to own the experience.
As light or as branded as you want.Set up your workspace
We create your workspace, add your team, and apply your branding if you chose white-label. It takes a short call, not a project.
Your workspace, ready in a call.Say yes to the next request
The next time a client asks you to set up their LLC or file an annual report, you say yes. Add them to your workspace and the filing starts, often the same week.
The request you used to decline, accepted.We do the filing
File.Business handles the state and federal paperwork, the registered agent, and the deadlines. You never touch a form, and the client sees your firm getting it done.
Filed by us, credited to you. On one calendar.Track deadlines and earn
Every client's renewals live in your workspace so nothing lapses, and you earn revenue share or margin on the work. Offer it across your book of clients whenever they ask.
One workspace, every deadline, revenue earned.Built to fill your gap, not to take your clients
Most filing services want your client. Here is the difference.
| Capability | File.Business | Send them out | Generic filer | Big registered agent |
|---|---|---|---|---|
| Keeps your brand front and center | No | No | No | |
| Handles the filings for you | ||||
| Revenue share to you | No | No | Sometimes | |
| Compliance calendar per client | No | No | Add-on | |
| Will not pitch your clients | No | No | No | |
| Transparent, published pricing | Their rates | Per filing | Quote |
The honest version. A complex tax question still belongs with a CPA and a legal structure with an attorney, and nothing here is legal advice. What File.Business does is run the routine formation and compliance filings behind your books so you keep the client. Compare on the comparison hub.
An operator who knows the filing playbook
Ask in plain English. BosAI knows what you can offer, and what stays with a CPA.
A client wants me to form their LLC. Am I allowed to do that?
They also asked about an S-corp election. Can I handle that?
Does the client see your name anywhere?
I stopped saying you will have to go elsewhere
Clients constantly asked me to set up their LLC or file the annual report, and I hated pointing them to a website. With File.Business white-label, I just say yes now, they never leave, and the filings happen under my name while I never touch a state form. One client I sent to a filing site years ago had been poached for bookkeeping. That does not happen anymore.
Representative composite based on partner practice outcomes. Nothing here is legal or tax advice; consult your professionals for your situation.
The models, the filings, and the workspace
Practical resources for filling the entity gap for your clients. All free to read.
Straight answers on scope, models, and brand
Can I offer entity formation if I am not a CPA or attorney?
What can I finally say yes to?
How does the partnership pay me?
Will my client know it is File.Business?
I already keep their books. Why add this?
Do I have to track state deadlines myself?
How does beneficial ownership reporting work now?
How do I get started?
Say yes to the next request you used to decline
Pick referral or white-label, set up your workspace, and start offering entity and compliance under your practice. Talk with our partnerships team to get set up this week.