Services

We partner with small to mid-sized businesses or individuals wanting to elevate their financial success. Services are tailored to meet the unique needs of each client. Below are some sample services and ideas to help you categorize your needs.

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Consultation
Consultation to discuss unique needs and services
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The Set-Up
Gets you going in the right direction with confidence
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500 US dollars
The Clean-Up
Bookkeeping Clean-up
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$100 / Hr
The Starter +
Monthly Bookkeeping + Annual Tax Reporting
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$150 / Hr
The Mini
Quarterly: Bookkeeping + Financial Reporting + Tax Estimates + Meeting
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$1,000 - 2,500 / Qrt
The Hook-Up
Bookkeeping + Financial Reporting + Tax Planning + Monthly Meeting + Unlimited Emails
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$2,500 - 5,000 / Mo
The Coach
Similar to other options but for your personal finances
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200 US dollars
Family Office Concierge
Empowering Generations, Building Legacies, Navigating Success
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TBD