Business Foundation Services
Dedicated to helping new business owners launch with confidence and clarity
No business owner should have to go it alone. Let us help you build a strong foundation 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.
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Streamline Your Business with Our Business Foundation Services
Entity type analysis
Start with a strong foundation
Assurance
Our expert team will help you select the right entity structure for your situation…rest assured.
Time 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
Maximize the power of your accounting system
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.
Streamlined 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.
Retirement plan analysis
Choosing the right retirement plan...made easier
Retirement plans are a crucial component in saving for the future, yet nearly 40 percent of small businesses don’t have one in place. Selecting a plan can be confusing and expensive, but it doesn’t have to be. Let our experts take the stress out of reviewing and identifying the right plan for you and your team.
Peace of mind
Remove the worry of selecting the right plan for your business. We’ll do all the legwork for you.
Time savings
Because we take on researching and comparing multiple retirement plans, you can spend those extra hours running your business.
Happy staff
Offering the best possible retirement plan makes for happier employees.
Credit Card Rewards
Get your just credit card rewards
With so many credit card options and rewards programs available, it can be overwhelming to select the best card for your business needs. If you’re not using the right card, or no credit card at all, you could be leaving money on the table. Let us take the hassle out of comparing multiple credit cards—by doing it for you!
Rewards value
We’ll help you select the card that offers the best rewards for your situation, whether it’s travel miles, hotel points or cash back.
Simplify
Make it easy on yourself. Help simplify records by keeping business and personal expenses separate.
Time savings
Put the time you would spend toward researching and comparing multiple credit cards toward running your business.
