Small Business Services

Every Small Business needs a Landing Point – Let us help build yours.

Your Business Blueprint

At Landing Point Financial Group, we understand that owning and running a small business is more than a full-time job; it’s a commitment to your employees, your clients, and your family’s future. Our Small Business Services are designed to simplify your financial life, strengthen your company’s financial health, and align your business strategy with your personal goals.

Accounting &
Financial Oversight

We help you make sense of the numbers so you
can focus on running your business.
Our accounting services go beyond the books, offering insight into cash flow, expenses, profitability, and tax efficiency.


Services include:

  • Bookkeeping review and coordination with your CPA
  • Cash flow and profit margin analysis
  • Tax planning and estimated payment coordination
  • Budget creation and tracking

Employee Benefits:
Retirement & Health Analysis

A well-designed retirement plan can attract and retain talent and offer meaningful tax advantages for the business and owner alike. We help you identify, implement, and monitor the right plan for your team.


Our approach includes:

  • SIMPLE IRA, SEP IRA, 401(k) and Individual 401(k) &
    Defined Benefit plan design and setup
  • Cost and fee analysis of existing plans
  • Employee education and enrollment support
  • Ongoing investment oversight and fiduciary support

Strategic Planning
for Owners

Your business is a powerful tool for building personal wealth. We work with you to create a clear and effective strategy that seamlessly connects business success to long-term financial freedom.


We help with:

  • Business valuation and growth planning
  • Exit and succession strategies
  • Owner compensation and tax-efficient distribution planning
  • Coordination between business and personal financial plans

Start off by engaging with us in an Exploration Meeting. This is where we take the time to learn more about you and your small business. We uncover any service needs that you have as well as identify gaps you may not have thought about.


Once we have had the chance to review your situation, we build a suite of services specific to you and your business. Our Service Review meeting is where we share all of those ideas along with the costs of working with us.


A Partnership with us means we walk with you each step of the way and we view your employees as our own. Our guidance and Annual Process is something that not only benefits you as the business owner, but also those you are responsible for.

Getting Started With
Small Business Planning 

  • Exploration Meeting

  • Service review

  • Partnership

    Let's get growing!

  • Ongoing Process

Small Business Planning FAQs

  • We work with businesses ranging from solo entrepreneurs to multigenerational companies with 100+ employees. Whether you are a sole proprietor, partner, or have a registered LLC or corporation, we are here to help you.

  • Yes. Our services include cash flow and profit analysis, quarterly business tax planning, compensation review, and many other helpful items to help support running your business.

  • Yes. We offer a wide array of business retirement solutions. Whether you need a straightforward SIMPLE IRA or more of a customized 401(k) with profit sharing, we have the resources to design a plan that meets your goals as a business owner.

  • As each business and industry is different, we partner with specialized professionals who focus exclusively in business valuations. This ensures our clients receive 100% independent and unbiased advice.

  • Yes. We understand that the hard work within your business has an incredible impact on your personal finances. Our expertise in financial planning and our professional tax prep are built to help you plan around all of your financial needs.

  • Yes. We offer both tax and payroll services in-house, but if you already have your own CPA, attorney, or payroll provider, we will gladly take the lead in coordinating
    with them. Our goal is to ensure all professionals involved are aligned so everything works together seamlessly.

Ready To Start Your Journey?

Click below and our team will reach out to learn more about you and your company needs.

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