Professional Services
Depending on your specific business structure, we are here to support your financial and business AND personal needs.
Rest assured, with our professional services, your business is in capable hands.
Fiduciary Advisor
Starting at $399(business)
$199 personal
We offer a sophisticated financial, Estate and Retirement planning-led approach supported by tailored investment strategies as part of a comprehensive,wealth management solution
Consultant Expertise
$59 (30m) $99 (1hr)
Bringing professional guidance to navigate your financial journey.
Payroll/Back Office Support
$799
Empowering your business with complete comprehensive payroll and back office support services.
State Report/Filing with the Department of Revenue
$199
Ensuring your business compliance with accuracy a seamless state filing support.
Insurance Brokering
Strategic Business Solution Services
$249
Involving the integration of various business functions and resources to optimize performance, enhance competitiveness, and drive growth.
BOI Reporting (Every business is required to submit)
$199
BOI reporting support.
Tailored Insurance for your needs
Life, Health, Home, Boat, Auto, Commercial Auto, General Liability, Worker Comp, and more.
Call for a quote
Non-Profit Organization (A to Z)
$2,149
Enabling your non-profit organization with comprehensive financial planning and support.
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
Mobile Notary Business
$99 Acknowledgments, Witnessing Signatures, Verification of Identity, Loan Signing Services, Document Authentication wills and more
Business Registration Startup
$199
Empowering your business with comprehensive startup support and strategic financial planning .
Tax Software Retailer
$479
Software Sale support,Customer Support,Online,Audit Support, Filing Services, User Training and Tutorial and more
