Business Foundation Services

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

Dedicated to helping business owners succeed 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 ownership, 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, including:

  • Separate Business and Personal accounts
  • Budgeting
  • Paying yourself
  • Recordkeeping
  • Employees vs. Contractors
  • Using your vehicle for personal use
  • Retirement Planning

Accounting system setup

Our team will ensure that your accounting system is optimized to support a streamlined, efficient workflow, including:

  • Chart of accounts
  • Linking bank accounts and credit cards
  • Payroll
  • Point-of-sale systems
  • Bill pay