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Intentional Growth Package

Offering a robust line of products to meet your personal and business needs

Who Are You?

Open minded?

Result driven?

Looking for guidance with people & processes?

Needing that operational drive with your team?

Ideal for business with $300k - $3M in revenue

  • Maximizing your profitability
  • Growing your team
  • Improving the company culture
  • Tax saving strategies
  • Advisory services
  • Gaining business clarity & direction

**A monthly all-inclusive package starting at $1,000. No more hourly rates that you cannot control.


Maximizing Profitability

  • Providing maximum understanding of your financial reporting
  • Reconciling bank & credit card accounts
  • Review and reclassify transactions to ensure complete accounting compliance
  • Monthly preparation and review of financial statement

People & Culture

  • Payroll Services – including weekly/biweekly preparation, submitting payroll tax payments, quarterly filings and annual required forms
  • Contractor & Vendor 1099’s
  • Selection & guidance of retirement plans, team member benefits

Tax Savings & Advisory Services

  • Bi-annual tax planning, utilizing comprehensive checklists
  • Correspondence with tax agencies as needed
  • Business tax return preparation
  • Submission of sales tax and sales tax reports
  • Preparing personal business property reports
  • Individual tax strategies & tax preparation
    • *additional fees may apply

Business Clarity & Direction

  • General business consulting
  • Weekly Zoom Q&A meetings with all monthly clients
  • Quarterly one-on-one meetings with business owners & our leadership team
  • Access to 12 modules of building financial wealth available to entire team
The Wealthy Intentional Entrepreneur eBook


The Wealthy Intentional Entrepreneur

How to build financial wealth one step at a time

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