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Business Foundation Services

Offering a robust line of service packages to inspire you to ascend beyond your goals

Dedicated to helping new practices launch with confidence and clarity

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 practice 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.