Financial Freedom Starts Here

Your future is about to get the upgrade it deserves

Bookkeeping Set up fee – $500

  • Monthly
  • Yearly (save 10%)
Benefits

Essentials

$3,239.79/year

Add to cart

Simple

$4,319.79/year

Add to cart

Plus

$5,399.79/year

Add to cart

Essentials

$299.98/month

Add to cart

Simple

$399.98/month

Add to cart

Plus

$499.98/month

Add to cart

Up to 2 Accounts connected
Monthly Bank Reconciliations.
Monthly Credit Card Reconciliations.
Monthly Financial Reports and Customized Reports for analysis.
Adjustments, Reclassifications and monthly closing of accounting/Books.
Semi-annual Revision with account owners.
Advise on how to use and sync third-party apps with the software if needed.
Balance Sheet
Profit & Loss
Accounts Receivables
Accounts Payables
Supporting Financial Statements
General Ledger Management
Review Bank Statements
Balance Bank Accounts
General Ledger Entries
Cash Flow
Uncover Irregularities
Up to 4 Accounts connected
Everything in Essentials Plan
Customer invoicing assistance.
Chart of Accounts Reconciliations
Financial Statements Analysis
Trial Balance Sheet Preparation
Adjustment of Journal Entries
Annual Budget
Budget Reporting & Maintenance
Production & Departmental Budgeting
Final Report Budgets
Recurring customer invoicing assistance.
Bill and Bill Payment Assistance.
Monthly Bank Reconciliations.
Monthly Credit Card Reconciliations.
Assistance on how to handle Job Costing and Classes.
Monthly Financial Reports and Customized Reports for analysis.
Accounting Adjustments, Reclassifications and Monthly closing of Books.
Quarterly Revision of Financial Statements with Owners and Managers
Training on how to use specific features of the software.
Advise on how to use and sync third-party apps with the software if needed.
Up to 6 Accounts connected
Tax preparation included after 3 months**
Everything on Simple Plan
Accounts Receivables Analysis. (Only when invoiced through QuickBooks)
Accounts Payable Analysis. (Only when using the bill feature in QuickBooks).
Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.
Unlimited Support and training
Monthly Revision
Sales Tax Form Preparation
Unlimited Q&A to our Firm for any type of tax consultation and planning.
Adjust Prepayments and Accruals
Process Asset Purchase, Disposal and Depreciation Journals
Review All General Ledger Accounts and Correct Posting Errors

Essentials

$299.98/month

Add to cart

Simple

$399.98/month

Add to cart

Plus

$499.98/month

Add to cart

Essentials

$3,239.79/Year

Add to cart

Simple

$4,319.79/Year

Add to cart

Plus

$5,399.79/Year

Add to cart

  • Up to 2 Accounts connected

  • Monthly Bank Reconciliations.

  • Monthly Credit Card Reconciliations.

  • Monthly Financial Reports and Customized Reports for analysis.

  • Adjustments, Reclassifications and monthly closing of accounting/Books.

  • Semi-annual Revision with account owners.

  • Advise on how to use and sync third-party apps with the software if needed.

  • Balance Sheet

  • Profit & Loss

  • Accounts Receivables

  • Accounts Payables

  • Supporting Financial Statements

  • General Ledger Management

  • Review Bank Statements

  • Balance Bank Accounts

  • General Ledger Entries

  • Cash Flow

  • Uncover Irregularities

  • Up to 4 Accounts connected

  • Everything in Essentials Plan

  • Customer invoicing assistance.

  • Chart of Accounts Reconciliations

  • Financial Statements Analysis

  • Trial Balance Sheet Preparation

  • Adjustment of Journal Entries

  • Annual Budget

  • Budget Reporting & Maintenance

  • Production & Departmental Budgeting

  • Final Report Budgets

  • Recurring customer invoicing assistance.

  • Bill and Bill Payment Assistance.

  • Monthly Bank Reconciliations.

  • Monthly Credit Card Reconciliations.

  • Assistance on how to handle Job Costing and Classes.

  • Monthly Financial Reports and Customized Reports for analysis.

  • Accounting Adjustments, Reclassifications and Monthly closing of Books.

  • Quarterly Revision of Financial Statements with Owners and Managers

  • Training on how to use specific features of the software.

  • Advise on how to use and sync third-party apps with the software if needed.

  • Up to 6 Accounts connected

  • Tax preparation included after 3 months**

  • Everything on Simple Plan

  • Accounts Receivables Analysis. (Only when invoiced through QuickBooks)

  • Accounts Payable Analysis. (Only when using the bill feature in QuickBooks).

  • Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.

  • Unlimited Support and training

  • Monthly Revision

  • Sales Tax Form Preparation

  • Unlimited Q&A to our Firm for any type of tax consultation and planning.

  • Adjust Prepayments and Accruals

  • Process Asset Purchase, Disposal and Depreciation Journals

  • Review All General Ledger Accounts and Correct Posting Errors

Benefits

Income Taxes

$149.00

one time fee

Add to cart

Max Refund Guarantee
Prepare, print, and e-file
Phone & email support
PDF upload
Client Portal
All major IRS forms
All credits & deductions
Audit assistance
All self-employed forms
Major tax breaks
Property Taxes
W2 Income
Interest and dividend income reported on a 1099-INT or 1099-DIV
Claiming the Standard deduction or Itemizing deductions
Earned Income Credit (EIC)
Child Tax Credits
Student Loan Interest deductions
Mortgage and Property tax deductions
Charitable donations
Unemployment income
Educational expenses
Medical/Dental Expenses
Donations
Add-Ons
Self Employment income ($99)

Add to cart

State returns ($59 each)

Add to cart

Report rental property income ($99)

Add to cart

Stocks, bonds & other investment income ($99)

Add to cart

Gambling Winnings ($99)

Add to cart

Gains and losses from Crypto currency transactions ($99)

Add to cart

Income Taxes

$149.00

one time fee

Add to cart

Gambling Winnings ($99)

$99.00

Add to cart

Gains and losses from Crypto currency transactions ($99)

$99.00

Add to cart

  • Max Refund Guarantee

  • Prepare, print, and e-file

  • Phone & email support

  • PDF upload

  • Client Portal

  • All major IRS forms

  • All credits & deductions

  • Audit assistance

  • All self-employed forms

  • Major tax breaks

  • Property Taxes

  • W2 Income

  • Interest and dividend income reported on a 1099-INT or 1099-DIV

  • Claiming the Standard deduction or Itemizing deductions

  • Earned Income Credit (EIC)

  • Child Tax Credits

  • Student Loan Interest deductions

  • Mortgage and Property tax deductions

  • Charitable donations

  • Unemployment income

  • Educational expenses

  • Medical/Dental Expenses

  • Donations

  • Add-Ons
  • Self Employment income ($99)

  • State returns ($59 each)

  • Report rental property income ($99)

  • Stocks, bonds & other investment income ($99)

  • Gambling Winnings ($99)

  • Gains and losses from Crypto currency transactions ($99)

Benefits

Deletion of Collection, Hospital Bill, Charge Offs, Out of Date items

$200.00

Add to cart

Deletion of Repossession, Foreclosure, Bankruptcy, judgements

$1,000.00

Add to cart

FREE Equifax, Experian & Transunion Credit Scores
24 Hour Access to Client Portal
Client Portal Document Collection & Dispute Tracking
Disputes directly with Credit Bureaus
Remove Out of Date Personal Information
Stop Collection Calls
Monthly Credit Report Audits & Comparisons
Cease & Desist Communications
Reference Letters
Educational Resources
Employer Credit Repair Verification Letters
File Complaints with Federal Agencies
Disputes directly with Creditor
In-depth knowledge of Consumer Protection Laws & Credit Laws
120 Day Satisfaction Or Your Money Back
Lifetime Warranty - What we remove Stays Off
NO ADDITIONAL FEES! EVER

Deletion of Collection, Hospital Bill, Charge Offs, Out of Date items

$200.00

Add to cart

Deletion of Repossession, Foreclosure, Bankruptcy, judgements

$1,000.00

Add to cart

  • FREE Equifax, Experian & Transunion Credit Scores

  • 24 Hour Access to Client Portal

  • Client Portal Document Collection & Dispute Tracking

  • Disputes directly with Credit Bureaus

  • Remove Out of Date Personal Information

  • Stop Collection Calls

  • Monthly Credit Report Audits & Comparisons

  • Cease & Desist Communications

  • Reference Letters

  • Educational Resources

  • Employer Credit Repair Verification Letters

  • File Complaints with Federal Agencies

  • Disputes directly with Creditor

  • In-depth knowledge of Consumer Protection Laws & Credit Laws

  • 120 Day Satisfaction Or Your Money Back

  • Lifetime Warranty - What we remove Stays Off

  • NO ADDITIONAL FEES! EVER

Benefits

Financial Analysis

$999.00

one time fee

Add to cart

Business Idea Development
Asset Acquisition
Start Up Fund Analysis
Capital Structuring
Capital Raising
Residential & Commercial Real Estate
Client Development
Private Equity
Wealth Management
Fundraising
Hedge Funds
Client Presentations
Pitch Decks
Venture Capital
Early-stage Venture Capital
Seed Fundraising
Deal Structuring
Term Sheet Negotiations
Financial Modeling
Fundraising Strategy
Financing
Roadshows
Investment Banking
Housing
Capital Markets
Private Capital Markets
Revenue & Expense Projections
Business Models
Pitch Deck Consultant
Add-Ons
5 Year Forecast – $999

Add to cart

4 Year Forecast – $749

Add to cart

3 Year Forecast- $499

Add to cart

Financial Analysis

$999.00

one time fee

Add to cart

  • Business Idea Development

  • Asset Acquisition

  • Start Up Fund Analysis

  • Capital Structuring

  • Capital Raising

  • Residential & Commercial Real Estate

  • Client Development

  • Private Equity

  • Wealth Management

  • Fundraising

  • Hedge Funds

  • Client Presentations

  • Pitch Decks

  • Venture Capital

  • Early-stage Venture Capital

  • Seed Fundraising

  • Deal Structuring

  • Term Sheet Negotiations

  • Financial Modeling

  • Fundraising Strategy

  • Financing

  • Roadshows

  • Investment Banking

  • Housing

  • Capital Markets

  • Private Capital Markets

  • Revenue & Expense Projections

  • Business Models

  • Pitch Deck Consultant

  • Add-Ons
  • 5 Year Forecast – $999

  • 4 Year Forecast – $749

  • 3 Year Forecast- $499

Benefits

Incorporating A Business

$349.00

on time fee

Add to cart

Instant Online Ordering
Fast Filing Speeds
All filing fees & expedited processing
Expedited Tax ID (EIN) setup
All essential and important documents
100% Accuracy Guarantee
Add-Ons
Contracts ($500 Each)

Add to cart

Domain Name ($99)

Add to cart

Logo

Add to cart

Name Recommendations

Add to cart

Duns and Bradsteet Number

Add to cart

Incorporating A Business

$349.00

on time fee

Add to cart

Contracts ($500 Each)

$500.00

Add to cart

Domain Name ($99)

$99.00

Add to cart

Logo

$99.00

Add to cart

Name Recommendations

$99.00

Add to cart

Duns and Bradsteet Number

$99.00

Add to cart

  • Instant Online Ordering

  • Fast Filing Speeds

  • All filing fees & expedited processing

  • Expedited Tax ID (EIN) setup

  • All essential and important documents

  • 100% Accuracy Guarantee

  • Add-Ons
  • Contracts ($500 Each)

  • Domain Name ($99)

  • Logo

  • Name Recommendations

  • Duns and Bradsteet Number

You’re a click away from financial clarity book your call today.

During our 15 minute Financial Clarity Call, you’ll experience the clarity that comes with knowing your next step(s) when it comes to your financial goals. No matter what stage of life or business you’re in —our team will do whatever it takes to ensure you feel empowered. Best of all, it’s 100% free when you book today.

Book Financial Clarity Call