top of page

Service Pricing

  • Business Financial

    650$
    Every month
    I'm a Tagline
    Valid for 6 months
    • Book keeping services
    • Tax Consultation
    • Financial reconciliation
    • 25% off Business Tax filing
    • Payroll Service
    • Filing form 941

  • Individual Financial

    125$
     
    Individual financial services
     
    • 40 hours/month financial consulting hours
    • Planning & Budgeting
    • Financial Investment Consult
    • Hours are limited to working hours 9am to 6pm CST

  • Individual Plus

    1,299$
    Every year
     
    • 40 hours/month financial consulting hours
    • Financial Planning & Budgeting
    • FREE tax filing at the end of the year
    • Free 30mins account balancing

  • Tax Strategy Session

    199$
    Every month
    Valid for 3 months

    • Complete Business

      1,899$
      Every month
      This is a complete business consulting service.
      Valid for 3 months
      • Business consulting
      • Business Financial
      • Bookkeeping
      • Filing IRS form 1120
      • Filing form 941 & 940
      • All services covered under business client consulting
      • Business strategy

    • Bookkeeping Basics

      199$
      Every month
      This service is offered to business owners
       
      • documenting receipts from customers
      • monitoring accounts receivable
      • Verifying and recording invoices received from suppliers
      • Reconciling accounts using quickbooks
      • Filing local State Use and Franchise taxes (As applicable)
      • Monthly bookkeeping
      • 5 hours/month Direct, communication with our specialists

    • Business Consulting

      699$
      Every month
      This is a Complete Business consulting
      Valid for 3 months
      • Strategy Consulting
      • Business Consulting.
      • Financial Consulting only
      • Management Consulting
      • 10 hours per monthly hours maximum
      • Business hours appointment ONLY 9am to 5pm CST
      • Hours are logged. Additional hours at 125/hour
      • Client can ask questions pertaining to the business
      • This is a contractual service.
      • Requires a minimum of 3 month contractual agreement

    • Complete Bookkeeping

      650$
      Every month
      This service is offered to business owners
      Valid for 6 months
      • Billing for goods sold or services provided to clients
      • Recording receipts from customers
      • Verifying and recording invoices received from suppliers
      • Paying suppliers
      • Processing employees' pay and related governmental report
      • Monitoring individual accounts receivable
      • Recording depreciation and other adjusting entries
      • Providing monthly financial reports

    • Branding Complete

      699$
      Every month
      Let's help you Identify and Create your vision.
      Valid for 6 months
      • Logo Design
      • Up to 5-Page Website design
      • Flyers
      • Promotional video
      • Establish and build a social media presence

    • Tax planning Plus

      250$
      Every month
      Tax and investment optimization
      Valid for 3 months
      • Strategic Tax Planning
      • Access to Portal
      • Dedicated account specialist
      • Year-round tax advice
      • Proactive tax planning
      • Personal tax preparation
      • Quarterly reviews
      • Business Tax Preparation

    • Website Maintenance

      250$
      Every month
      Website Maintenance & Hosting
       
      • 4 Hours Additional Website Support
      • Complete Malware Removal
      • Access to Online Portal
      • Webpage Updates & Additions
      • Website Consulting
      • Site Customization
      • Speed Optimization
      • Functional Updates and Changes
      • Minor changes to the website
      • Page addition and major changes will be an additional fee
      • Redesigning of website (cost of a new website development)
      • Priority support
      • Form creation and downloads
      • Google Analytics setup & integration
      • Website backup & storage
      • Keep your content updated.
      • Granting access to new staff

    • Tax Planning Premium

      450$
      Every month
      Strategic Tax Planning
      Valid for 3 months
      • Access to Portal
      • Dedicated Specialist
      • Year-round tax advice
      • Proactive tax planning
      • Quarterly reviews
      • Personal tax preparation
      • Business tax preparation
      • Bookkeeping
      • Priority support
      • Financial reports
    bottom of page