Discover An Expert Solution. Choose the service that works best for you.
Welcome to our premier financial services! We specialize in delivering top-notch insurance brokering and multidimensional financial advice tailored to meet your unique wealth management needs. As an enrolled agent with the IRS, we provide meticulous accounting services, ensuring every detail is handled with precision.
Our offerings don't stop there. We pride ourselves on efficient payroll management, making sure your employees are paid accurately and on time. Additionally, we offer seamless assistance with business registration and comprehensive back-office support, so you can focus on what you do best—running your business.
No matter your business structure, our team is here to support your financial and business needs. Rest assured, with our professional services, your business is in capable hands. Explore our services today and discover how we can help you achieve your financial goals.
Exclusive Solutions
Tailored Insurance for your needs
Life, Health, Home, Boat, Auto, Commercial Auto, General Liability, Worker Comp, and more.
Call for a quote
Business Registration Startup
$199
Empowering your business with comprehensive startup support and strategic financial planning .
Tax/Accounting/Bookkeeping Services (Business and Personal)
Starting at $199
Personal and Business tax preparation services. Accounting and bookkeeping services for small business to corporations
Consultant Expertise
$59 (30m) $99 (1hr)
Bringing professional guidance to navigate your financial journey.
Tailored Business Solutions: Expert Guidance for Starting Your Venture
Launch your own insurance agency with confidence and expertise through our comprehensive Insurance Agency Startup Course. This course equips you with the skills and knowledge needed to establish a successful insurance agency, covering everything from licensing and sales to customer management and regulatory compliance.
Benefits:
Gain essential licensing knowledge to meet state requirements.
Master sales techniques to attract and retain clients.
Learn effective customer management strategies to build lasting relationships.
Explore career opportunities with high earning potential in the insurance industry.
Pricing: $799 (Payment plans available)
Take the first step toward your successful insurance agency! Enroll now in our Insurance Agency Startup Course!
Tax Preparation Crash Course - (Includes free tax software for the first year, saving you thousands of dollars)
Our Comprehensive Tax Crash Course is your ticket to mastering tax preparation in just 6-8 hours, available both in-house and online. Plus, get free tax software for your first year! Learn everything from A-Z to confidently prepare taxes and increase your income.
Benefits:
Understand the best strategies for maximizing tax savings.
Develop expertise in tax preparation, ensuring accurate and compliant returns.
Master advanced tax techniques to provide top-tier services to your clients.
Discover strategies for effective client acquisition and retention.
Detailed guides on using industry-leading tax software.
Pricing: $599
Ready to elevate your tax expertise? Join our Tax Crash Course today!
Business Startup Crash Course
Our Business Startup Crash Course is a fast-paced, 1-hour session available in-house or online. You'll also receive 30 days of personalized business advice, giving you the essential knowledge to turn your business idea into reality.
Benefits:
Get the essentials every new entrepreneur needs.
Fast-track your business launch with expert guidance.
Personalized advice to help you navigate your first 30 days.
Learn how to structure and grow your business effectively.
Pricing: $149
Ready to make your business dream come true? Join our Business Startup Crash Course today!
To shop our self learning e-book
Guidance and Training for Starting Your Own Venture
Best Sellers!
Ready to elevate your business. Whether you’re starting fresh or expanding your current ventures, we’re your trusted partner for success.
Get in Touch!
Call us at +1 833-324-3330