Business Foundation Services

We are dedicated to helping new business owners launch with confidence and clarity.

No business owner should have to do it alone. Let us help you build a strong foundation and maximize the power of your accounting system by educating and advising you on several key areas of business start-up, including:

  • Entity type analysis—We’ll help you navigate which entity structure is right for your business as well as handle state and federal form preparation.
  • Accounting system setup—Our team will ensure that your accounting system is optimized to support a streamlined, efficient workflow.
  • Retirement plan analysis—We’ll help you identify the best retirement plan for you and your employees…and one that doesn’t break the bank.

Entity Type Analysis

Every business must fall under an entity type. And the structure you choose directly impacts many areas of a business, including business size and operations, taxes paid, how profits are shared, your degree of ownership, and your legal liability. Let us help you start with a strong foundation by identifying the entity structure that is right for your business. We’ll even handle state and federal form preparation.

  •  Assurance—Our expert team will help you select the right entity structure for your situation…rest assured.
  •  Tax savings—When you are set up under the right entity type from the start, it helps ensure against overpaying taxes and even double taxation.
  •  Education—We take the time to educate you on multiple entity types and walk you through how each will affect your business.

Accounting System Setup

An efficient, well-maintained accounting system is at the center of a successful business—providing access to accurate, real-time data that supports smart, informed business decisions. Whether you are launching a new business or are in need of a system cleanup, our professionals can help ensure your accounting system is set up to support maximum operational efficiency. 

  • Steamline Processes— We make sure your accounting system supports automated, streamlined workflows.
  • Insight— Ensure your system is set up so you always have access to real-time, accurate and smart-decision-driving data.
  • Smart Decisions— Time is money, so don’t waste a minute of it reviewing bad data. Ensure your time is well spent reviewing accurate business intelligence that leads to sound, financially healthy decisions.