Workstreams

01

Company Foundation

In development

Solve for operating basics that won’t become an emergency later.

Tracked items

  • LLC formation and bank account

    In development

  • Accounting, CPA, and bookkeeping

    Needs CPA

  • Business classification, service category, NAICS code

    Classification can affect taxes, procurement eligibility, and how buyers find the company in vendor systems. To be confirmed with a CPA rather than assumed here.

    Needs CPA

  • Billing and accounting platform selection

    To confirm

  • Payments, expenses, invoicing, service categories

    Not started

  • Terms, contracts, insurance, standard clauses

    Needs counsel

Where I fit

I’ll help frame the decisions and keep the pieces moving. CPA, legal and insurance questions stay with those advisors.

Open questions, to confirm

  • Entity structure and any tax election: a question for counsel and a CPA, not a HILMY conclusion.
  • Whether any public sector procurement or vendor registration is required before a first contract, and with which buyers.
  • What insurance an institutional or public client will require before issuing a contract.
  • What is already in place today, so the list can be reduced to what genuinely remains.

Certifications to consider

  • SCTRCA SBE: local small-business certification worth evaluating for San Antonio-area public procurement.
  • SCTRCA WBE: woman-owned certification to evaluate if Stephanie meets ownership and control requirements.
  • SCTRCA ESBE: emerging small-business certification to evaluate for local procurement opportunities.
  • SBA WOSB: federal women-owned small-business certification to consider if Second Story pursues federal work or federally funded opportunities.
  • WBENC WBE: national women-owned certification to consider for corporate and institutional supplier-diversity opportunities.
  • DBE: consider only if transportation, transit, airport or other federally funded infrastructure work becomes relevant.
  • SAM.gov + UEI: not a certification, but required procurement setup if Second Story wants to bid directly on federal awards.
  • Vendor registration + NAICS/NIGP codes: not certifications, but important for how public buyers find and qualify the company.

Related decisions

To confirm

September 2026

Billing and accounting platform

Selection should follow the CPA conversation rather than precede it, so the bookkeeping method and the platform match. Requirements so far: clean invoicing for public sector buyers, expense tracking, and service level categorization.

Owner
Stephanie
Needs CPA

September 2026

Tax and accounting classification

Entity election, classification, and service categorization are questions for a CPA rather than assumptions to carry forward. They can affect procurement eligibility as well as taxes, which is why the conversation is worth having before filings are finalized.

Owner
CPA, to be engaged
Needs counsel

September 2026

Standard agreement, insurance, and public sector conflict review

Questions for counsel: what a standard consulting agreement should cover, what insurance institutional clients are likely to require, and whether prior City of San Antonio employment carries any conflict or procurement consideration. HILMY frames the questions; counsel advises.

Owner
Counsel, to be engaged