Setting up a business should be exciting, not overwhelming. We will help with the hardest parts, empowering you to build a strong foundation. We are dedicated to helping new business owners launch with confidence and clarity, and will educate and advise 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.