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Accounting
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High-quality audit services to help your plan sponsor meet regulatory requirements.

Bookkeeping
Dedicated team focused on your business. On-time financials. Keeping you compliant and tax ready.

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Start, build, and grow your own for-profit, small business or non-profit organization.

Business Evaluation Services
Identify Strengths and Weaknesses, Strategic Planning, Financial Health Check, Risk Management

Tax Advisory Services
Maximize Tax Savings, Compliance and Risk Management, Strategic Planning, Comprehensive Solutions

Business Consulting
Address challenges and uncover opportunities with consultants focused on protecting and enhancing your Business value.

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Payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking and more.

Tax
Stay tax-ready all year long. Expert CPAs for you to make informed decisions and save on taxes.

Wealth Management
Comprehensive financial planning to maximize your wealth. We make wealth management simple, easy, and affordable.
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Employee Benefit
Plan Audits

Name: Windroot Business Services
Price range: $$

Protecting

Your Plan

Retirement plans are intricate. As the plan sponsor, you execute the legal responsibilities of the plan. You’re trusted to keep the plan in good standing. Ensure your co-workers will reap the benefits. As experts in employee benefit plan audits, we know the Department of Labor (DOL) and IRS requirements of your plan. Which reports and forms you need to file.

We analyze and evaluate financial statements and supporting schedules. Eligibility. Contributions. Distributions. Prohibited transactions. We show you where operations could be improved. Where to strengthen controls. How to achieve greater plan efficiency. We work to protect your plan participants and the plan’s financial integrity. We find out whether plan funds are available to pay benefits now, tomorrow, and farther down the road. So you can determine the right course of action.