Office hours: Monday through Wednesday 8:00 AM to 5:00 PM. Closed on Thursday and Friday.

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Business Startup Services

Dedicated to helping new business owners launch with confidence and clarity

No business owner should have to go it alone. Let us help you build a strong foundation by educating and advising you on several key areas of business start-up, including:

  • Entity type analysis—We’ll help you navigate which entity structure is right for your business as well as handle state and federal form preparation.
  • Accounting system setup—Our team will ensure that your accounting system is optimized to support a streamlined, efficient workflow.
  • Retirement plan analysis—We’ll help you identify the best retirement plan for you and your employees…and one that doesn’t break the bank.
  • Credit card rewards—Count on us to help you maximize credit card rewards by identifying the best credit card for your business expenses.

Our Business Startup 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 (IOP):
  • Proper setup
  • Running your payroll


  • Receivables & point of sale systems
  • Business / practice management systems
  • Receipts & invoices
  • Paying bills