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