BUSINESS SUCCESS PACKAGE Easy Monthly Fee
The business support you’ve always wanted.
1 | PERSONAL SUCCESS PLANNING
Create friction-less symmetry between what you want from your business & personal finances.
6 | AUTOMATED ENTITY MAINTENANCE
Peace of mind knowing your business entity is compliant with local and state agencies and is not incurring unnecessary fees.
2 | BUSINESS GOAL PLANNING
Unlock the true potential of your business by creating an optimized action plan. Know what to work on for the best results.
7 | AGENCY CORRESPONDENCE ASSISTANCE
Expert help understanding any correspondence from federal, state, or local agencies, plus a plan for how to deal with it.
3 | BALANCE SHEET REVIEW & ANALYSIS
We’ll create a tangible benchmark so can ensure your personal goals are keeping up with your business goals.
8 | ONGOING PROGRESS REVIEW
A systematic review of your business financial progress so you know you’re getting closer to your goals each year.
4 | ONGOING TAX STRATEGY
Constant monitoring of your key data to ensure you’re saving tax & heading in the direction you want.
9 | “CFO” ACTION PLAN
A 3-step action plan (based on your data) so you can improve the financial health of your business over time.
5 | TAX RETURN PREP & FILING
Completion & filing of your local, state, & federal tax returns so you know everything is being taken care of.
10 | YEAR-ROUND ACCESS
Never pay for phone calls, meetings, or consultations again! Year-round access to our team who’s fighting in your corner.