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Business Foundation Services

Offering a robust line of solutions to meet your personal and business needs

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.

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.

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.

Retirement Plan Analysis

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.