Business Services
The expert help behind the books — advice when you need a decision made, and the specialist work to stand your business up and grow it: advisory calls, business valuations, retirement plans, and business formation.
What we offer
Advisory calls
A paid 45-minute call with a business advisor or CPA — entity choices, tax strategy, hiring, pricing, growth, whatever you need to decide. Book a time and pay per call.
Delivered & billed by Fulkrum, with a CPA available for these calls. Flat $185.00 per call, no subscription.
Business formation
LLC, S-corp, or C-corp — state filing, registered agent, your EIN, an operating agreement, and the S-corp election if you need it. Filed for you through CorpNet.
Priced & billed by CorpNet directly — packages from $99.00, plus your state’s filing fee and CorpNet’s 3% fee. See CorpNet pricing.
Business valuations
Know what your business is worth — for a sale, raising capital, a buy-sell agreement, or estate planning. A defensible valuation prepared by your Fulkrum team, using your books.
Delivered by your Fulkrum team. Every valuation is different, so it’s scoped and quoted per engagement — no fixed price.
Retirement plans
Set up a tax-advantaged retirement plan — Solo 401(k), SEP-IRA, or a team 401(k) — for you and your employees. Your Fulkrum team helps you choose the right plan and get it running.
Delivered by your Fulkrum team — scoped and quoted per engagement, priced to your plan and team.
Also through CorpNet
The registrations and licenses that come with forming and running a business — priced and billed by CorpNet directly.
- Licenses & certifications: state and local business licenses, plus industry or professional licenses. We map exactly what your business needs and get it filed.
- Payroll registration: your state withholding and unemployment accounts (also part of Payroll setup).
- Sales & use tax registration: the state permits you need before you start selling taxable goods or services.
Formation figures are CorpNet’s published package prices (from $99.00), excluding your state’s filing fee and CorpNet’s 3% convenience fee — an estimate, not a quote; CorpNet sets and bills the exact amount directly. Valuations and retirement plans are delivered by the Fulkrum team and quoted per engagement.
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