A broad summary of our services includes but are not limited to:
Outsourced CFO - business and personal
Tax Planning and Preperation - business and personal
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
Hosted Quickbooks – desktop version
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
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.