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A HOLISTIC APPROACH TO ENSURING PROFITABILITY
ARE YOU A HOLISTIC OR SUSTAINABLE BUSINESS?
Serviced Based Businesses
Product Based Businesses
Restaurant Owners
Herbalist
Startups
Real Estate Agents
Investors
OUR SERVICES ARE CAPABLE TO HELP YOU
Prepare
Streamline
Streamline
- Estate planning
- Retirement planning
- Income tax planning & consulting
- Financial statement preparation
Streamline
Streamline
Streamline
- CFO Services
- Payroll
- Account Reconciliation
- New Business Start-up
- Notary Services
- Budgeting & forecasting
MANAGE
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MANAGE
- Debt Management
- Cash Flow Management
- Bookkeeping
- Accounts payable/receivable
- Wealth Up Membership
CFO services Packages
Startup pack
Startup pack
Startup pack
- Monthly Virtual Financial Meetings
- Accountability program enrollment
- Monthly 60-minute Strategy session
- Transaction volume <50 Bank
- Account & Credit Card Reconciliation <2 accounts
- Monthly Reconciliation Monthly
- Financial Statements
Growth pack
Startup pack
Startup pack
- Monthly Budget
- Monthly Virtual Financial Meetings
- Accountability program enrollment
- Annual Proactive Tax Strategy
- Monthly 60-minute Strategy session
- Transaction volume <100 Bank
- Account & Credit Card Reconciliation <2 accounts
- Monthly Reconciliation Monthly
- Financial Statements
Intermediate pack
Intermediate pack
Intermediate pack
- Monthly Budget
- Monthly Virtual Financial Meetings
- Accountability program enrollment
- Quarterly Proactive Tax Strategy
- Monthly 60-minute Strategy session
- Transaction volume <150 Bank
- Account & Credit Card Reconciliation <3 accounts
- Monthly Reconciliation Monthly
- Financial Statements
elite pack
Intermediate pack
Intermediate pack
- Monthly Budget
- Monthly Virtual Financial Meetings
- Accountability program enrollment
- Quarterly Proactive Tax Strategy
- Bi-Weekly 60-minute Strategy session
- Transaction volume <300 Bank
- Account & Credit Card Reconciliation <3 accounts
- Monthly Reconciliation Monthly
- Financial Statements
We’re excited about the chance to help sustainable & holistic health businesses to prosper in their financial goals.
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