Running a business can be tough, which makes having an experienced business consultant a true asset for any business owner. At Phoenix Rising Financial Services in Berkeley Springs, WV, our financial advisors take pride in being here for you when you need us. Let us put our business consultation experience and skills to work for you. We look forward to helping your business succeed!


Starting a business is a huge and exciting step in life — may we be the first to say congratulations? With all of the commotion around business startups, it can be difficult to keep things in order. Our team of business consultants can help with that. We are here to help you stay organized and guide you on the path to business success. Our highly trained business consultants can give unique insight into what does and doesn’t work, giving you a leg up on your competition.


No matter the industry, size, or model of your business, chances are it needs some revitalization from time to time. Our team at Phoenix Rising Financial Services has been there and done that, giving us an intimate knowledge of the best practices when it comes to running and reconstructing a business. We would be happy to be your partners in growth and are happy to offer business consultation services to get the ball rolling!

Business Consultation & Tax Preparation

Tax preparation isn’t always easy, especially when you’re in the middle of starting a business. As it turns out, tax filing for small businesses is much more complicated than filing taxes for yourself as an individual, so it’s best to start with a clean slate and an experienced financial adviser to guide you as you set everything up. This includes choosing the best tax filing software for the size and nature of your business, what kind of tax forms your employees will use (W-2, W-4, or I-9 for independent contractors), what expenses you will be covering as a business owner, and the list goes on.

Setting up the financial aspects of your business is a lot of work for one person (you), and hiring on an HR professional isn’t always the best option either because they, too, will be classified as an employee. Instead, choose a third-party financial adviser to help you set up all the aspects of your business the right way with your best interests at heart. From establishing tax preparation and filing practices to managing payroll, employee benefits, annuities, and more, they will help you get the financial side of things up and running in no time so you can focus on what really matters: growing your business.

Use Our Business Consultation Services

Call us today to find out more about the business consultation services we offer or to set up an appointment. We look forward to hearing from you!