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Excellence at the core of every service

Service Pricing

Business Financial
750$
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
250$
Every month
+$59 Account Setup fee
Individual financial services
- 40 hours/month financial consulting hours
- Planning & Budgeting
- Financial Investment Consult
- Hours are limited to working hours 9am to 6pm CST
Individual Plus
1,299$
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
299$
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
799$
Every month
This service is offered to business owners
Valid for 6 months
- Recording Transactions
- Accounts Receivable Management
- Accounts Payable Management
- Bank Reconciliation:
- Payroll Processing
- Financial Reporting: (Income Statement and balance sheet)
- Budgeting and Forecasting Support:
- Tax Preparation Support:
- Financial Analysis
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
299$
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

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