Business Formation & Operations Bundle

For Tax Professionals, Financial Advisors, and Bookkeepers Offering Advanced Client Services

Set your clients—and your firm—up for success with this powerful bundle of foundational business documents, crafted for tax professionals, bookkeepers, and financial advisors who go beyond tax prep. The Business Formation & Operations Bundle is your done-for-you, plug-and-play legal starter pack to support client entity setup, due diligence, and operational compliance.

Whether you’re onboarding new clients or expanding into advisory services, these documents provide a confident, professional framework to help your clients protect and operate their businesses.

What’s Included:

✅ Letter of Intent (LOI) – Use this formal agreement template to outline potential partnerships or business deals.
✅ Healthcare Coverage Due Diligence Form – Ensure accurate reporting and compliance for ACA-related issues.
✅ Operating Agreement Template – Essential for LLCs and partnerships to define roles, rights, and responsibilities.
✅ Referral Agreement Template – Protect your revenue streams with this customizable referral contract.

Each template is editable and designed to be easily customized for individual use, without the complexity of writing legal content from scratch.

Legal Use & Disclaimer:

This product includes general legal templates intended for educational and informational purposes only. These templates are not a substitute for legal advice. Users are strongly encouraged to consult with a licensed attorney in their jurisdiction before using or modifying any document for business use.

By purchasing this bundle, you agree to the following terms:

• These templates are licensed for personal or internal business use only.
• They may not be resold, redistributed, shared, or published in any form.
• Unauthorized reproduction, resale, or distribution is strictly prohibited and subject to legal action.
• The Curative Resource Co. assumes no liability for any use or misuse of the materials provided.

Perfect For:

• Service-based business owners
• Tax professionals launching client advisory services
• Bookkeepers and CFOs offering strategic business support
• Coaches or consultants helping clients form entities

File Format:

All documents are delivered in editable Word or PDF formats, ready for immediate download and use.

Kickstart your client’s business journey the right way—with legal confidence and professional polish.

Instant Digital Download | Professional-Grade Legal Templates