From entity formation and compliance to lender‑ready business credit stacks, websites, SEO, and AI‑powered sales operations, we build what serious founders need to scale — beautifully and correctly from day one.
We architect your foundation the right way: formation, EIN/DUNS, NAICS selection, banking stack, operating agreements, and reporting pathways designed for fundability.
Brand, website, and SEO tuned for lenders and buyers alike — clean corporate presence, consistent NAP, and low‑risk profile positioning.
From AI appointment setters and onboarding portals to CRM and payment flows — we install the tools that move revenue forward.
LLC/Corp formation, EIN, DUNS, NAICS, operating agreements, banking, vendor alignment, and compliance calendar.
PAYDEX strategy, tiered vendor plan, reporting cadence, utilization strategy, and lender‑ready documentation.
Bookkeeping stack, sales tax, payroll pathways, and clean documentation for underwriters and grants.
Corporate‑grade site builds, local SEO, schema, review flows, and authority content that supports underwriting.
PowerAgents AI installation (calls/text/email), payment + receipt automation, and lead routing dashboards.
End‑to‑end intake flows, agreements, verification scripts, and multi‑user roles for scalable operations.
We map your goals and choose a formation + funding path tailored to your industry and timeline.
Entity, EIN, DUNS, NAICS, banking, brand assets, and lender‑friendly web presence — set up correctly.
Tiered vendors, utilization, reporting cadence, and documentation to meet underwriting criteria.
Install AI agents, CRM, payment flows, and dashboards — then refine with data and grow.
Fully branded AI agents for outbound calling, SMS, and email — with receipts, quotes, and verification scripts automated after payment.
Your step‑by‑step playbook for formation, foundation, and fundability — with vendor glossary, templates, and compliance checklists.
Phone: (904) 889‑4947
Toll‑Free: 1‑833‑56BUILD
Email: SignUp@daniellemontalvollc.com
Location: Miami, FL • Nationwide
Mon–Fri 9:00a – 6:00p ET
By appointment only. Virtual consults available.