Book a Consultation (USA)

What this service is

Booking a consultation with Yudey is a structured intake and strategy session designed to produce a clear decision and an execution plan. We do not run “general advice calls.” We use a scope-first workflow that identifies the correct route, the required documents, the realistic risks, and the most efficient next steps.

This service is designed to deliver:

  • a clear “what to do next” plan based on your facts

  • a scope confirmation (what we will do, what is out of scope, and what requires partners)

  • a document and data checklist tailored to your matter

  • a timeline and priority order (what to do first to avoid delays)

  • a cost framework for the next stage (so you can decide rationally)

Who this is for

A consultation is the right fit if you are:

  • starting a US company and need entity/state selection and formation sequence

  • entering another state and need foreign qualification and compliance planning

  • setting up bookkeeping, payroll, or sales tax processes and want a clean baseline

  • preparing for tax filings and need readiness cleanup (books, AP/AR, reporting)

  • negotiating contracts (MSA/SOW, SaaS, services) and need risk allocation support

  • dealing with a dispute and want a settlement-first strategy and evidence plan

  • managing a cross-border structure (US–EU/UK) and need consistent contracting

  • unsure if an obligation applies (BOI, state filings, sales tax nexus) and need a defensible position

What happens in a Yudey consultation

1) Scope and objective alignment

We confirm:

  • your objective (what outcome you want)

  • what is already done (filings, contracts, vendors, records)

  • where the risk sits (deadlines, notices, missing documents, misfilings)

  • what decisions must be made first

2) Fact mapping and gap analysis

We build a clean map of:

  • entity structure and states involved

  • ownership and authority posture (high level)

  • operational model (how you sell, invoice, fulfil, and deliver)

  • systems and vendors (accounting, payments, payroll, marketing, contractors)

  • documents and evidence quality (what exists, what is missing)

3) Strategy and execution plan

You receive:

  • a recommended route with alternatives (trade-offs explained)

  • a step-by-step action plan with sequencing

  • a list of required documents and who provides each item

  • risk points and mitigation steps

  • an estimated delivery scope for the next stage

Key principle: the best outcome is not “more advice.” The best outcome is a clear plan that your team can execute.

What to prepare before the call (to get maximum value)

Send what you have. If you do not have everything, we work with what exists.

For business formation / compliance

  • planned state(s) and business activities

  • ownership structure (simple diagram is enough)

  • preferred company name(s) and management structure

  • existing filings (if any) and current status (good standing or issues)

For accounting / tax compliance

  • bookkeeping system details (QuickBooks, spreadsheets, other)

  • bank/merchant account setup and sales channels

  • monthly volume (approximate), number of transactions, number of contractors/employees

  • prior period backlog and any notices (IRS/state)

For contracts / cross-border

  • the draft contract(s) or template(s)

  • deal model summary (who sells, who invoices, where delivery happens)

  • pricing model and your top risk concerns (liability, IP, payment, data)

For disputes / claims

  • contract or agreement (even informal)

  • payment proof and timeline

  • key communications (email/messages)

  • what outcome you want (refund, payment, settlement)

Typical premium pricing

Consultation pricing depends on complexity and whether the call includes live document review.

  • Standard strategy consultation (single topic, structured plan): $450–$950+

  • Consultation + document review (contracts, filings, notices): $950–$2,500+

  • Cross-border or multi-entity strategy session: $1,500–$5,000+

  • Urgent consult (short deadlines, notices, enforcement risk): $2,500–$7,500+

If you proceed with a service package, consultation fees may be credited toward the next stage where appropriate.

Frequently asked questions

  1. Is the consultation confidential?
    Yes. We apply a privacy-first workflow and request only what is needed for scope.

  2. Do you provide “legal advice” on the call?
    We provide strategy and documentation guidance within our service model. Where a licensed local professional must advise or represent, we coordinate partners and prepare a clean handoff pack.

  3. Can you review my documents during the call?
    Yes, if you send them in advance. The better the documents are organised, the more value we can deliver in the session.

  4. What if I’m not sure which service I need?
    That is exactly what the consultation is for. We confirm applicability and the best route before you spend on execution.

  5. Do you offer ongoing support after the consultation?
    Yes. Most clients move into an execution package: filings, bookkeeping setup, contract redlines, compliance tracking, or dispute support.

  6. Can you help if I’m outside the US?
    Yes. Many clients are cross-border. We structure documentation and coordinate partner steps where required.

Why clients choose Yudey

  • scope-first approach that prevents wasted filings and wrong routes

  • clear, actionable plans with sequencing and responsibility assignment

  • premium documentation discipline that survives onboarding and diligence

  • partner coordination when local representation is required

  • privacy-first data handling and controlled recordkeeping

  • predictable execution and clean deliverables

Book a consultation

Send: your goal, state(s) involved, your entity type (if known), and any documents you want reviewed. We will confirm scope, propose the correct consultation format, and schedule the session.