Call 502-893-9743

Our Service Packages

Dollar bills background

 

                             

 

BASIC PLAN
STARTING AT $525/MO

BASIC PLAN PLUS
STARTING AT $1,000/MO

BUSINESS WEALTH PLAN
STARTING AT $2,000/MO

B.I.G PLANNING
STARTING AT $2,500/MO

CUSTOM**
FOR HIGH COMP EXECUTIVES & PROFESSIONALS

Virtual Accounting

X

X

X

X

Hosted Quickbooks

X

X

X

X

24/7/365 Access to Books

X

X

X

X

Bill Payment

X

X

X

X

Entry of All Transactions

X

X

X

X

Bank and Credit Card Reconciliation

X

X

X

X

Unlimited Quick Question Calls

X

X

X

X

Annual Tax and Planning Meeting

X

X

X

X

Business Tax Return Preparations

X

X

X

X

Value Builder Score

X

X

X

X

PREScore

X

X

X

X

Weekly Built to Sell Radio Podcast

X

X

X

X

_

Monthly Article on Building Company Value

X

X

X

X

Quarterly Webinar on Building Company Value

X

X

X

X

8 Drivers of Value Video Series

X

X

X

X

Built to Sell Implementation Guide

X

X

X

X

9 Subscription Models White Paper

X

X

X

X

Online Access to Value Builder System

X

X

X

Peer Mastermind Leveraging the Value Builder System

X

X

1-on-1 Coaching Leveraging the Value Builder System

X

Virtual CFO

X

X

Business Wealth Goals and Monitoring

X

X

Annual Business Tax Plan

X

X

Annual Individual Wealth Plan

X

Global Tax Plan (includes preparation of all returns)

X

All of the above will be coordinated for the first time. All packages are customized for each client. Pricing will vary with the services provided and the complexity of each clients circumstances. Setup charges will apply depending on the package chosen.

Seats for hosted Quickbooks: $50 per month per user. Other software applications will be billed separately.

Contact Wicker Strategic Wealthcare Group 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.

**Customized packages are available for High Compensated Executives and Professionals.

View all services