Business Foundation Services

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

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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