Our team will meet your business where it is.

From startup to growth to maturity, a business’s needs are different at every stage. Our team has the experience to help you make the right moves at every step of the way. Click the services on the left to learn more.
Business Foundation Services Business Foundation Services
Entity Type Analysis Entity Type Analysis
Accounting System Setup Accounting System Setup
Retirement Plan Analysis Retirement Plan Analysis

Business Foundation Services

Helping business owners get clarity and confidence.

You have a friend in our team. Let us help you build a strong foundation by informing and advising you on key business start-up considerations, 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 filings.
  • Accounting systems configuration—We have expertise in setting up accounting systems for businesses, and we’ll help you avoid the pitfalls.
  • Retirement plan selection—We’ll help you identify the best retirement plan for you and your employees and keep you between the budget guardrails.
Business Foundation Services

Entity Type Analysis

Start smart with help from our team.

Every business operates under an entity type—sole proprietorship, partnership, corporation, LLC, etc. The entity you choose has far-reaching implications, from taxation to profit sharing to liability exposure. The wrong choice can be costly and disruptive to undo in the future. Put our experience to work and start on the right path.

  • Get confidence—Sole proprietorship… LLC… corporation…? We’ll help you make the right choice and file the required government registry forms to get you started.
  • Optimize your taxes—Choosing the right entity type ensures you won’t risk significantly overpaying your taxes. It pays to put experience on your side!
  • Be informed— We take the time to help you understand the entity types, the pros and cons of each, and which one is best for your business.
Entity Type Analysis

Accounting System Setup

Get the most from your accounting system.

The accounting system is the management hub of a successful business. Whether you’re setting up your system from square one or looking to clean up your existing system, you’ll benefit from our team’s expert advice. We’ll help you get the most from your system.

  • Automate processes—We’ll help you take maximum advantage of automation capabilities to streamline workflows and save precious time.
  • Gain insight—Our team will ensure you have accurate, real-time data that gives you a true snapshot of your financial position.
  • Make better decisions—Better decisions start with having access to timely, accurate data. We’ll be sure you’re equipped to make informed, smart decisions.
Accounting System Setup

Retirement Plan Analysis

Begin with the end in mind.

Retirement plans are a crucial component in sustaining income beyond our working years, yet nearly 40 percent of small businesses don’t have a plan in place. The selection process is arduous, but our team is here to help. We’ll bring our experience to the table to help you find the right plan for you and your team.

  • Peace of mind—Don’t worry about finding the right retirement plan solution for your financial future. We’ll help you find the best path.
  • Save time—After research and analysis on the best plans for your business, we'll present a list of vetted choices—saving your time and energy to run your business.
  • Gain a competitive edge—Offering the best possible retirement plan gives your business a competitive edge when it comes to attracting and retaining the best quality employees.
Retirement Plan Analysis

For the life of your business.

We’re here to help you run a better business at every stage, from startup to succession planning. Schedule some time to visit with us about all the ways we can serve you.