Empowerment
Transform Your Financial Strategy for Success
Starts At $8500
Per Plan
The fee for Tax Strategy Planning is $8500 + 10% of the tax savings we helped you create based on last year’s taxes (If you save less than $10,000 you will not be charged the additional 10%). We also may offer discounts for starting early in the year which will give us more time to implement your tax-saving plan. Implementation services will be quoted separately.
Starts At $3500
Per Plan
Your One Clear Path to Consistent Cash Flow With Ease
Achieve steady, positive cash flow every month with a simple yet powerful six-step system. This streamlined approach eliminates confusion and provides a focused, proven framework to keep your business thriving.
Tailored Strategy for Your Unique Definition of Success
Your success, your terms. Together, we’ll create a personalized roadmap with clear, actionable steps that align perfectly with your vision, ensuring every move brings you closer to achieving your goals while increasing cash flow.
Dedicated Support to Sustain Momentum
Experience a collaborative partnership where your success is the priority. With guidance and accountability, you’ll take consistent, decisive action each month to build momentum and sustain long-term growth.
Starts At $650
Per month
With this service we will:
Record your income and expenses with correct coding.
Reconcile your accounts to minimize errors.
Generate basic financial reports so you can keep a pulse on your cash flow and how your business is doing.
Everything you need so you are prepared at tax time!