Business Consulting

Offering a robust line of productsto meet your personal and business needs

Strategies to help your business grow & thrive

business foundation services

Our business consulting services help to ensure that you are successful from the launch of your business and for the long hall. We understand the many aspects of running a successful operation, which is why we support you at all levels—from entity selection and initial setup of your accounting records to accounting software conversion and year-round planning. We also help you with individual tax planning, consulting and compliance, so that both the personal and business sides of your life are financially balanced.

Take a moment to review our consulting services:

  • Start-up advisory
  • Entity analysis – Sole proprietor, LLC, partnership, S-corp, corporation
  • Outsourced bookkeeping and accounting for businesses
  • Quarterly business advisory and check-ins
  • Estimated tax payments quarterly check-ins
  • QuickBooks® set up
  • QuickBooks® clean up and catch-up work
  • QuickBooks® training and consultation
  • Business tax planning and preparation
  • Business tax consulting
  • Personal tax planning and preparation
  • Strategic planning
  • IRS representation for notices and audits