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Business Foundation Services

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

Get the right guidance before you start your business

Looking to start your own enterprise? Or launching a second business? There’s a lot to it, and often, many items are overlooked.

Our Business Foundation Services package was designed with busy entrepreneurs in well as a desire to help you succeed! We’ll ensure that you:

  • Are operating under the right business structure
  • Have your accounting system properly set up so you can effectively manage your business
  • Learn proper record keeping guidelines to capture all income as well as expenses to minimize your taxes
  • Follow best practices to minimize the potential for an IRS Audit

Our Business Foundation 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 (QBO)
    • Proper setup
    • Running your payroll


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