Our business clients rely on us to provide an array of consulting services that free them to focus on their core operations and improve their bottom line.

We provide these consultative services after becoming intimately familiar with your existing or proposed business in order to ensure a customized package that fulfills your unique needs.

Small Business Formation

We help new small businesses select their optimal organizational structure and identify their business planning needs, including tax planning, accounting, payroll, human resource, merchant services and connecting them to our comprehensive network of partners within banking, insurance and investment management. We empower our clients to follow their dreams instead of the paperwork.

Payroll Processing

Though our affiliate Paymedia we enable clients to outsource their payroll to a reliable third party, allowing them to avoid the headaches, deadlines and potential fines for mistakes, just one of which could cost more than the service itself.


Merchant Services

Through our affiliate Harbortouch United States we provide an analysis of our clients’ credit card processing to ensure they are securing the maximum value from their existing relationship and, if necessary, migrate them to our service.

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