Choose your pricing plan
Basic Membership
59.99$Every monthPerfect for beginners looking for one-time investments.- Assistance with finding simple investments/retirement plans.
- Setting up a budget that you can manage.
- Discounted annual tax filing.
Silver Membership
79.99$Every monthPerfect for those taking control of their financial future.- Basic Membership +
- Stock and dividend investments.
- Online budgeting and financial programming setup.
- Video and conference calling.
Gold Membership
125$Every monthPerfect for members advancing their financial freedom.- Basic Membership +
- Silver Membership +
- 24/7 online budgeting and financial programming maintenance.
- Priority appointment scheduling.
Basic Plan
140$Every monthDaily Service for Small Business- Daily accounts sheet; transactions recorded & reconciled
- Daily cash flow report
Premium Plan
240$Every monthFor growing businesses- Daily accounts sheet; transactions recorded & reconciled
- Daily cash flow report
- Invoices prepared
- Bill payment reminders
- Cash flow forecasting
Consultation
0$Taxation & Finance ManagementFree Plan- Speak one-on-one with an Accountant
- Learn more about our services
- Discuss the needs of you and/or your business