Business Foundation Services

Offering a robust line of productsto meet your personal and business needs

Business Foundation Services

If you are a new business owner or if you are starting a second business, we can provide the expertise and guidance that we know small businesses need in order build a strong foundation for their future. Our firm can guide you through the process of entity selection, provide valuable tax planning advice, and help you set up your accounting systems to most easily operate your business.  Let our firm set you up for long-term success with a strong foundation to build and grow upon.


We'll ensure that you:

  • Are operating under the right business structure 

  • Have your accounting system properly set up so you can effectively manage your business

  • Learn proper record keeping guidelines to capture all income as well as expenses to minimize your taxes

  • Follow best practices to minimize the potential for an IRS Audit

Our business foundation services include:

  • Entity Selection
  • Sole proprietorship, partnership, S corp, C corp and LLC – Benefits of each & recommended entity selection

Business owner education

  • Separate business and personal accounts
  • Budgeting
  • Paying yourself
  • Recordkeeping
  • Employees vs. contractors
  • Using your vehicle for personal use

Retirement planning

  • Retirement plan options
  • Plan selection and setup

Accounting software system setup & training

  • Accounting system (QBO) – Chart of accounts setup, linking bank accounts and credit cards & day to day use
  • Payroll (QBO) – Proper setup & running your payroll
  • Advice on receivables & point of sale systems
  • Advice on business/practice management systems
  • Receipts & invoices
  • Paying bills