Business Foundation Services
Click the links on the left to explore our Business Foundation Services.
Click the links below to explore our Business Foundation Services.
Entity Type Analysis
Accounting System Setup
Retirement Plan Analysis
Credit Card Rewards Entity Type Analysis
Get a smart start with help from our team.
Every business must fall under an entity type. 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 situation.
- Tax savings — When you are set up under the right entity type from the start, it helps ensure against overpaying taxes and double taxation.
- Education — We take the time to educate you on multiple entity types and walk you through how each option will affect your business.
Accounting System Setup
Get the most from 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 professionals can help ensure your accounting system is set up to support maximum operational efficiency.
- Streamlined processes — We make sure your accounting system supports automated, streamlined 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
We help you choose the right retirement plan.
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.
- Peace of mind — Remove the worry of selecting the right plan for your business. We’ll do all the research for you.
- Time savings — Because we take the time to compare multiple retirement plans, you can have those extra hours back to devote to your business.
- Happy staff — Offering the best possible retirement plan supports good culture for happier employees.
Credit Card Rewards
Get your just credit card rewards.
With so many credit card options and rewards programs available, it can be overwhelming to select the best card for your business needs. If you’re not using the right card, or no credit card at all, you could be leaving money on the table. Let us take the hassle out of comparing multiple credit cards—by doing it for you!
- Rewards value —We’ll help you select the card that offers the best rewards for your situation, whether it’s travel miles, hotel points or cash back.
- Simplify — Make it easy on yourself. Help simplify records by keeping business and personal expenses separate.
- Time savings — Put the time you would spend toward researching and comparing multiple credit cards toward running your business.
