The ENTERPRISE PACKAGE is what many established businesses will need.  It includes everything in the smaller packages, plus increased advisor interaction and establishment of retirement plans.  This package is for businesses with revenue between $150,000.00- $250,000.00.  The service includes:

  • Monthly Financial Statements prepared for you by our certified staff accountants
  • Annual Financial Statement Compilation
  • Semi-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
  • 2 annual tax projections
  • 2 planning meetings with your advisor
  • Participation in the financial planning service with 2 hours of planning time
  • Setup of retirement plan (401k, SEP IRA, etc.)
  • Management of up to $100,000.00 of investments in our IAS
  • Participation in our wealth management system

This package is very comprehensive.  The objective is to make sure the business owner has all the tools they need and planning advice that they want.  MyCFO service is available as an add-on to this package for another $99.00 a month.

REVENUE $150,000.00- $250,000.00  (Revenue > $250,000.00 upgrade to CONGLOMERATE PACKAGE)

MONTHLY FEE $285.00 /month