B. I. G. Planning

Dollar bills background

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

Outsourced Bookkeeping

Outsourced CFO - business and personal

Accounting

Business Advisory

Tax Planning and Preperation - business and personal

Coaching

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       

Outsourced 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 

Contract 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.

* Services provided by S. Brooks Wicker, Jr., CPA/PFS registered representitive of H. D. Vest Financial Services. Advisor services provided through H. D. Vest Advisory Services.

View all services