Pricing

Your Investment

Planning

Individual

$100 Per Month

Strategy

Couples

$150 Per Month

Results

Micro

$400 Per Month

Monthly income less than $7.5k

Results

Boutique

$550 Per Month

Monthly income between $7.5k and $15k

Results

Venture

$700 Per Month

Monthly income between $15k and $30k

Results

Corporate

Please contact for rates.

Additional information for business pricing (Micro, Boutique, Venture, Corporate)

This pricing varies based on needs and monthly business income volume. As part of the transition to B2B, we charge a one-time setup fee (typically $200). This fee assumes your books are in good order and are caught up within two weeks of service implementation.

Typical Micro Business Client Profile

  • One legal entity
  • Two business bank accounts/One consumer bill pay and savings account
    • Additional accounts can be added-on at a la carte pricing
  • No co-mingling of personal and business transactions
  • No foreign currency

This fee includes

  • Six hours of dedicated support when you need it
  • Budgeting and forecasting - Actual vs. Budget reporting and variance analysis
  • Company and Personal bill payment management and processing
  • Weekly updates for your business operating account that keep you in the know
  • Revenue & Expense Statements
  • Income Tax Support for your Accountant/CPA

A La Carte Services

  • Catch up Bookkeeping/Mini-Audit for each business account includes YTD Revenue & Expense Statement $40/hr
  • Client project support $40/hr
  • Business Credit Report Review $175

Add-Ons (These add-ons can be packaged to save, please contact for more details)

  • Additional Business Accounts (any bank, credit card, merchant, virtual credit card, or PayPal account that contains business-related transactions)
  • Additional Consumer Accounts
  • Support for Merchant Processors
  • Support for Payroll Providers
  • Compensation Research and Planning
  • Competitor Research and Planning
  • Market Research
  • Invoicing
  • Recording Receipts
  • Business Analysis and Process Improvement
  • Business Policy Creation/Revision
  • Organizational restructuring
  • Office efficiency tasks
  • Process Documents
  • Posting Deposits
  • New Company Set-Up