Call 502-893-9743

B. I. G. Planning

Dollar bills background

A broad summary of our services includes but are not limited to:

Virtual Bookkeeping

Virtual CFO - business and personal


Business Advisory - Business Wealth Planning

                                 Business Transitions

                                 Selling a Business

                                 Buying a Business

                                Business Exit Straregy and Value Maximization

                                ESOP Transactions                           

Tax Planning and Preperation - business and personal

Coaching - Maximize the value of you business and your wealth

Insurance - business and personal*

Financial / Wealth Planning - business and peresonal*

Coordination of outside services including but not limited to: Legal Services, Banking, Techonological Services, Human Resurces.


Menu of Service Packages

Basic Plan       

Virtual accounting

Hosted Quickbooks – desktop version

Bill payment

Entry of all transactions

Reconciliation of (2) Bank accounts

Unlimited quick question calls

Annual meeting with CPA

Business Tax Return preparation


Starting at $525 per month             


Business Wealth Plan plus Global Tax Plan

(Our most popular package)

All of basic package plus 

Virtual CFO 

Monthly conference to review progress

Business Wealth goals and monitoring

Global Tax Plan (annual) to minimize taxes - includes personal tax return preparation

Annual Business Wealth Plan review and revision


Starting at $1,250 per month


B. I. G. PlanningSM*

Business Wealth Plan

Individual Wealth Plan - Personal CFO

Global Tax Plan

All of the above will be coordinated for the first time


Starting at $1,375 per month


All packages are customized for each client. Pricing will vary with the services provided and the complexity of each clients circumstances.

Seat for Quickbooks hosting $50 per month. Other applications billed separately

Contact us to learn more.

* Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Silver Oak Securities, Inc. and Wicker Strategic Wealthcare Group are separate entities.

View all services