Business Formation & Advisory

Our Business Formation Strategy Consulting services help small businesses develop a roadmap for growth.  We work with you to take your business from an idea into a reality and create a tailored plan to achieve your business goals.

Launching or growing a business takes time. We get it – we are business owners too!  Through our years of experience, we have also found some great tools to help small businesses in various industries.  These allow us to provide some unique recommendations to our clients that they wouldn't get from many other consultants.

Some of our business formation and advisory services include:

· Business Plan Development

· Business Entity Selection (i.e. LLC/S Corp/C Corp)

· EIN Filing + W9

· QuickBooks Setup

· Bookkeeping Services

· Registered Agent Services

· Annual License Filing

· Marketing

· Mailing Campaigns

· Tax Planning for New Businesses