Small Business Packages
Whether you're launching a new business or need full financial management, our tailored packages provide expert support.
From startup assistance to tax planning, bookkeeping, and payroll, we help you build, grow, and optimize your business finances. Choose the package that fits your needs, then use the booking link below to set up a 30-minute call to discuss with our team.
1
The Start Up Package
$1,500 for 3 months
Ideal for new entrepreneurs looking to launch their business with expert guidance. This plan includes:
​
-
Two 1-hour consultations
​​
-
Guidance with new business paperwork and registrations per your state's requirements
​​
-
​Business plan coaching
​​
-
Small business start-up checklist and information
​​
-
25% discount on our online course bundle for small business owners and client advisory services professionals
​
​
2
The Growth Package
$1,700 per month
or $1,500/mo when paid in full
One-year contract required.
Designed for small business owners ready to scale. ​This plan includes:
​
-
Two 1-hour consultations within first 3 months, quarterly meetings thereafter
​​
-
Guidance with new business paperwork and registrations per your state's requirements​​
​​​​
-
One-year access to our online course bundle for small business owners and client advisory services professionals
​
-
Payroll system setup assistance with provider of your choice
​
-
​First year business tax return filing, if necessary
​
-
Quarterly estimated tax calculations
​
-
Business plan assistance
​
-
Annual business financial plan​​
​
3
The Turnkey Package
$6,000 per month
or $5,000/mo when paid in full
One-year contract required.
A comprehensive solution for business owners who want full financial management support. ​This all-inclusive plan includes:
​
-
Unlimited virtual meetings​
​
-
Guidance with business paperwork and registrations per your state's requirements
​​​​​​​​
-
One-year access to our online course bundle for small business owners and client advisory services professionals
​
-
Payroll system setup assistance with provider of your choice​
​
-
First year business tax return filing, if necessary
​
-
Quarterly estimated tax calculations
​
-
Business plan assistance
​
-
Annual business financial plan
​
-
Monthly bookkeeping via QuickBooks online
​
-
Financial reporting package
​
-
1099 filing & distribution
​
-
Employee expense reports
​
-
Annual industry benchmarking analysis
​
-
Reasonable compensation study for owners
​
-
Financial Forecasting
​
-
​Tax Planning​​​​​
