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Business Foundation
Lay the groundwork for success with
You have enough to do winning customers and delivering great work. Hand off formation and setup to a seasoned advisory team that serves small businesses nationwide. We help you choose the right entity, file state paperwork, obtain your EIN, draft core documents, and register for the tax accounts you need. From LLCs and S corporations to partnerships and professional entities, we organize the steps, complete the filings, and keep you moving.
Our year-round advisory model goes beyond first-day setup. We align banking, bookkeeping systems, payroll, and sales tax so your business starts clean and stays compliant. You get checklists, a compliance calendar, and clear guidance on owner pay, estimated taxes, licenses, and insurance conversations. With a secure client portal and quick answers from our team, you have confidence at every step. Start with a Free Consultation and get a personalized plan and quote.
Trust that entity filings, registrations, and accounts are completed accurately and on schedule, with confirmations stored in your portal.
Skip government websites and repeat paperwork. Upload once and let our team prepare, submit, and track what each agency requires.
Predictable, fixed-fee packages help you avoid penalties, refiles, and trial-and-error costs that slow down your launch.
A strong foundation makes growth easier. Berg Advisors delivers a modern, guided setup for new and evolving businesses across the country. We coordinate your legal structure with the way you actually operate, then connect your finances so you are ready for banking, payroll, sales tax, and reporting. Our advisors explain your options in plain English and give you action steps you can follow.
Our Approach To
Discovery Call – We learn your goals, industry, and timeline.
Entity Selection – We compare LLC, S corporation, partnership, and sole prop options and recommend a fit.
Formation and Registrations – Articles filed, EIN obtained, tax accounts created, and required licenses identified.
Financial Systems Setup – Banking, merchant services, and accounting software configured with a clean chart of accounts.
Payroll and Sales Tax – Payroll platform connected, owner pay guidance provided, and sales tax nexus reviewed and registered when needed.
Compliance Calendar and Training – Annual reports, estimated taxes, and due dates scheduled, with easy guides for your team.
What Our Clients Are Saying
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Common Business Foundation Questions
Most small businesses are set up within about two weeks once we receive your intake form and any required signatures. We file formation documents, obtain your EIN, and create your state and local tax accounts. If your business needs special licenses or registrations, we outline the steps and timelines so you know exactly what to expect. You will see progress updates and confirmations in our client portal from start to finish.
If you also want help with banking, payroll, and accounting software, we complete those steps during the same window. That includes creating a clean chart of accounts, connecting bank feeds, and enabling receipt capture so your day one bookkeeping is easy. We then schedule a quick walk-through to hand off logins, explain your compliance calendar, and confirm your next action items.
The right choice depends on your goals, risk profile, and how you plan to pay yourself. We compare common options like LLC, S corporation, and partnership, then explain how each affects taxes, owner pay, and administration. You get a clear recommendation with next steps, plus a simple summary you can share with partners or advisors.
If you plan to grow or take on investors, we include guidance for equity structure and documentation. When your situation changes, our advisors can help you convert entities, add members, adjust compensation methods, or register in new states. You are never stuck with a plan that no longer fits.
Yes. Our team sets up your accounting system, tailors your chart of accounts, and turns on time-saving features like bank rules and document capture. We connect a payroll platform, set owner pay and employee onboarding, and coordinate benefits with your provider. For sales tax, we review where you have nexus and register the right accounts, then configure your software so collection and filing are smooth.
You will receive written workflows for invoicing, bill pay, and monthly close tasks. If you sell online or across states, we advise on marketplace facilitators and multi-state filings. With everything connected early, you avoid clean-up later and have reliable numbers for decisions and taxes.
Absolutely. Business needs change, so we stay with you year-round. We answer questions on owner pay, estimated taxes, 1099s, and adding employees. We also provide reminders for annual reports, state renewals, and other deadlines. If you move or expand across state lines, we manage registrations and updates so your records stay current.
For growing companies, we offer budgeting, cash flow planning, and KPI dashboards through our advisory services. Need changes to your setup or new integrations? We update your systems and train your team. With one advisor for formation, finance tools, and compliance, you always know who to call and what to do next.
