The Platinum Plan

Take your business to unprecedented heights with our Platinum Plan, the pinnacle of premium financial services meticulously designed to empower your growth and success. Experience unrivaled support, personalized growth strategy sessions, and comprehensive payroll services to propel your business forward with confidence.

Key Features:

1. Unlimited QuickBooks Maintenance: Enjoy unlimited access to QuickBooks maintenance, ensuring your financial records are meticulously organized and up-to-date at all times.
2. Monthly P&L / Balance Sheet: Gain invaluable insights into your business's financial performance with detailed monthly profit and loss statements and balance sheets.
3. Quarterly Business Review: Regular assessments of your business's financial health to identify opportunities for optimization and growth.
4. Corporate Structure: Ensure your business is structured optimally for efficiency, growth, and compliance with regulatory requirements.
5. Full Payroll Services: Streamline your payroll processes and ensure seamless payment for your team, allowing you to focus on driving your business forward.
6. Quarterly Growth Strategy Sessions: Receive personalized growth strategy sessions to identify strategic opportunities and optimize your business's trajectory.
7. Retirement Consultation / Management: Plan for your future with confidence with expert retirement consultation and management services tailored to your unique financial goals.
8. Annual Federal Taxes for Multiple Entities: Let us handle the complexities of tax preparation for up to 10 entities, including the 1040 for yourself and your spouse, ensuring compliance and peace of mind.
9. Unlimited Consultation: Access unlimited consultation to address your financial queries and receive expert advice whenever you need it.

Additional Benefits:

• $5000.00 Deposit with 1st Payment to Get Started: Secure your enrollment in the Platinum Plan with a deposit and unlock a world of tailored financial excellence for your business.
• Discounts on Grants and Loan Funding: Access exclusive discounts on grants and loan funding opportunities to fuel your business's growth and expansion.
• A La Carte Services Available: Customize your financial management experience with our range of additional services available at discounted rates.

Invest in your business's future and unlock its full potential with our Platinum Plan. Enroll now and embark on a journey towards unparalleled financial success and growth!