Workstreams

01

Company Foundation

In development

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

Tracked items

  • LLC formation and bank account

    Both confirmed in place.

    Complete

  • QuickBooks Online setup

    Working direction for bookkeeping, invoicing and service categories.

    In progress

  • CPA engagement and tax election

    Needs CPA

  • Sales tax treatment of services

    Needs CPA

  • NAICS and service codes

    Classification affects procurement eligibility and how buyers find the company in vendor systems.

    To confirm

  • Insurance and liability coverage

    Needs outside advisor

  • Standard agreements and terms

    Needs counsel

  • Procurement registration and certifications

    To confirm

Where I fit

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

To confirm with advisors

  • Whether an S-corp election makes sense, and when. A CPA question, not a conclusion made here.
  • How services are treated for sales tax in Texas.
  • What insurance an institutional or public client will require before issuing a contract.
  • What a standard agreement needs to cover for the kinds of work Second Story sells.
  • Which vendor registrations or certifications are actually required before a first public contract.

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

Working

September 15, 2026

QuickBooks Online as the accounting direction

LLC and bank account are in place. QuickBooks Online is the working choice for bookkeeping and invoicing, to be confirmed against whatever a CPA recommends.

Owner
Stephanie
Needs outside advisor

September 15, 2026

Tax, insurance, contracting and procurement stay with advisors

Entity and tax election, sales tax treatment, insurance and liability, standard agreements, and procurement or certification requirements are confirmed by qualified advisors. Nothing discussed in session is treated as tax or legal fact.

Owner
CPA and counsel, to be engaged