Office hours: Monday through Wednesday 8:00 AM to 5:00 PM. Closed on Thursday and Friday.Learn more
Business Startup Services
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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:
- Sole Proprietorship, Partnership, S Corp, C Corp and LLC
- Benefits of each
- Recommended entity selection
Business owner education
- Separate business and personal accounts
- Paying yourself
- Employees vs. contractors
- Using your vehicle for personal use
- 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