The COMPETITOR PACKAGE is for the business owner that is already established and growing.  This package is customized for businesses with revenue between $75,000.00-$150,000.00.  As your business grows, your business will require more professional planning and a higher level of service. The package includes:

  • Monthly Financial Statements prepared for you by our certified staff accountants
  • Monthly Payroll including preparation of payroll tax returns
  • Business tax return preparation each spring by licensed CPA
  • Personal tax return preparation each spring by licensed CPA
  • Annual tax projections
  • 2 planning meetings per year with your advisor
  • Participation in the financial planning service and preparation of your financial plan
  • Management of up to $50,000.00 of investments in our IAS

This package includes all of the major tax and planning needs your business will have.

REVENUE $75,000.00- $150,000.00 per year  (Revenue > $150,000.00 upgrade to ENTERPRISE PACKAGE)

MONTHLY FEE $245.00/ month