Business

OUR SERVICES ARE CAPABLE TO HELP YOU

Prepare

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Streamline

Estate Planning
Retirement Planning
Income Tax Planning & Preparation
Financial Statement Preparation
Succession Planning
Sales & Estimated Tax

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Streamline

Streamline

CFO Services
Bookkeeping
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 bookkeeping Packages

Startup pack

Startup pack

Startup pack

Monthly Virtual Financial Meetings
Accountability program enrollment
Quarterly 60-minute Strategy session
Transaction volume <50 Bank
Account & Credit Card Reconciliation <1 accounts (& Savings Account if applicable)
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