Business Consulting

Business Consulting

Business Consulting

Business Consulting and Controller Services

Our business consulting services are an extension of our personal tax and financial planning with a focus on practical, cost effective solutions that actually work.

We work with businesses from ground floor to exit providing guidance on a wide range of topic areas including tax, accounting, employee benefit/retirement plan design, and risk controls/insurance.

Through Tax Wealth Network, Clear View Wealth Advisors LLC / Boston Tax Planners will help you assemble a team of subject matter experts who can help you execute your plan so that you can meet your goals.

Available business consulting services include help to:

  • Choose a proper legal entity
  • Establish commercial banking relationships
  • Identify business risks and find proper insurance coverage
  • Tax planning for the business, investors, and key employees
  • Design and establish a company-sponsored retirement plan.

Other services that are available include:

  • Cash flow management
  • Accounting and bookkeeping
  • Contract financial controller
  • Tax preparation

Schedule An Appointment