Business Foundation Services

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

Dedicated to helping new business owners launch with confidence and clarity

Our Business Foundation Services is designed to help you build a strong foundation as you manage and expand your business with an eye towards the future.

These services include a series of casual, but structured, one-on-one meetings with you. You will have the opportunity to ask all those burning questions specific to your business that keep you up at night. We will start with a strategic session to allow us to get to know you and your business. Our goal is for to leave each session with practical knowledge and materials needed to make the best decisions for your business.

Here are the topics we believe are important for business owners to understand:

Business Entity Analysis & Selection

We will ensure that you understand the different business entity structures and we will ensure that you are operating as the recommended entity type and tax election for your business.

Business Owner Education

We'll provide guidance on simple but important topics that will help you ensure that you are set up for success.

Retirement Plan Analysis and Selection

We will discuss the pros and cons for the different retirement plan options available to small businesses. We will make a recommendation on the best retirement plan for you business.

S-Corporation Reasonable Compensation

We will discuss the issues of reasonable compensation for S-corporation shareholder officer's this subject is now on the IRS Red Flag list. We will recommend a course of action that will protect you from IRS scrutiny and penalties.

Accounting Software System Setup & Training

Setup and/or analysis of client's data in QuickBooks® Online. Firm will clean up and/or establish the proper chart of accounts. Firm will address any incorrectly classified transactions. We will then educate you on the basics of operating your accounting system. We will provide guidance, analysis and training specifically on best practices to follow using your bookkeeping software.

Technology Advice

Data accessibility is one of the most important decisions business owners have to make. Selecting the wrong solution can be costly. We can help with this analysis and implementation while removing the friction in your business

Cyber Security Measures

In order to protect yourself and your company from a cyber hack that can cost the business a lot of money and human resources business owners need to stay up to date on information. We will introduce you to some strategies to protect the business and reduce the risk of loss.