Business Foundation Services

Entity Type Analysis

Start with a strong foundation…

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 situa-tion…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

Maximize the Power of 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 profession-als can help ensure your accounting system is set up to support maximum operational efficiency.

  •  Streamlined processes—We make sure your accounting system supports automated, stream-lined 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

Choosing the right retirement plan… made easier.

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.

  •  Assurance—- 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.