Business Services
Comprehensive support for growing businesses, from formation to acquisition. We provide process assistance, strategic guidance, and financial analysis to help your business thrive.
LLC Formation Assistance
Help with LLC creation and EIN application (not legal advice)
- Formation guidance and documentation
- EIN application assistance
- State-specific requirements help
- Operating agreement templates
Registered Agent Services
Assistance with registered agent updates and compliance
- Registered agent update help
- Compliance deadline reminders
- Document handling assistance
- State coordination support
State Filings Support
Annual reports and ongoing state compliance
- Annual report preparation
- State amendment filings
- Compliance tracking
- Multi-state coordination
Federal Filing & Prep Work
Complex federal filings and preparation
- Multi-entity return prep
- Partnership tax filings
- Corporate tax returns
- Extension management
Financial Analysis
Business health reviews and actionable insights
- Profit & Loss analysis
- Cash flow review
- KPI tracking & reporting
- Growth recommendations
Business Consultation Calls
1:1 strategic guidance and planning
- Quarterly check-ins included
- Tax strategy planning
- Business growth planning
- Compliance guidance
Acquisition File Review
Financial review for business purchases
- Comprehensive financial review
- Risk flag identification
- Due diligence support
- Detailed report delivery
Process Assistance, Not Legal Advice
Our business services focus on helping you navigate administrative and financial processes. We provide guidance on forms, filings, and procedures but do not offer legal advice. For legal questions related to business formation, contracts, or compliance matters, please consult with a licensed attorney.
Quarterly Business Check-Ins
Included for bookkeeping and business service clients
Financial Review
- Review quarterly financials
- Discuss trends and insights
- Identify opportunities
Strategic Planning
- Tax planning strategies
- Growth planning guidance
- Compliance reminders