Business Foundation Services
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 through the service types below to learn more.
Business Foundation Services
Entity Type Analysis
Accounting System Setup
Retirement Plan Analysis Business Foundation Services
Helping business owners get clarity and confidence.
You’ve got 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 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
Start smart with help from our team.
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
Get the most from 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
Begin with the end in mind.
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.
For the life of your business.
