• (360) 687-3154

New Business Setup

New Business Setup

Looking to start a new business?  HB Morris Financial Services can help you open the doors.

We assist in areas such as:

  • Entity selection and establishing an accounting system
  • Initial business plan write-up that will detail all aspects of your business
  • Financial analysis to determine your cash requirements and cash sources
  • Completing Loan documentation
  • Preparation and filing of all required local, state and federal licenses and permits, including tax id numbers.

Once, your business is up and running, HB Morris Financial Services can help you with ongoing bookkeeping,  accounting services and tax services.

In a box:

Helen Beth Morris has previously worked in the banking industry.  She knows what the banks require to make the loan process go smoothly.  Through her professional and personal experience, Helen Beth has worked with various banks and credit unions in the area.


315 N Parkway Ave
Battle Ground, Washington 98604




Monday through Friday
9:00 am to 3:00 pm