Real help every step of the way

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Here's what we mean by advice

Useful reports and insights

Clear insights from people you trust to interpret your business data in a way that makes sense to you.

Support when you need it

Advice from real people who know your business and care about the details like you do.

A partner for the duration

From start-up to succession planning, our team will be there to help you make the decisions that matter.

Your own financial expert

  • Business management
    • Budgeting
    • Strategic planning
    • Financial planning
    • Operations support
    • Cash flow analysis
  • Tax planning
    • Revenue planning
    • Deduction planning
    • Tax savings strategies
  • Succession planning
collaborating with clients

Business foundation services

Get the right guidance before you start your business

Looking to start your own enterprise? Or launching a second business? There’s a lot to it, and often, many items are overlooked.

Our Business Foundation Services package was designed with busy entrepreneurs in well as a desire to help you succeed! 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
  • 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
  • Receivables & Point of sale systems
  • Business / Practice Management systems
  • Receipts & Invoices
  • Paying Bills