[email protected]
Get the Desktop & Mobile App
Contact Us

Business Service Offering Suite

our Packages

Financial Clarity for Financial Professionals

  • Solo Advisor

    $750/mo

      Services

      • Business Tax Return

      • Personal Tax Return

      • Business Bookkeeping – Weekly Reconciliation

      • Personal Bookkeeping – Monthly

      • Payroll Services – 1–2 Employees

      • State & Local Reporting – Limited

      • Business Checkup – Annually

      • Business Review – Annually

      • Business Time Saving Audit – Annually

      Support

      • Dedicated CFO – Not Included

      • Audit Support – Limited

      • Bookkeeping & Payroll Support – Limited

      • Federal & State Notice Support – Limited

      • Response Time – 5 Days

      Technology

      • Secure Portal & File Storage

      • QuickBooks Online

      • Tax Organizer

      • Tax Document Alerts

      • Receipt Storage

  • Growth Advisor

    $1,750/mo

      Services

      • Business Tax Return

      • Personal Tax Return

      • Business Bookkeeping – Weekly Reconciliation

      • Personal Bookkeeping – Monthly

      • Payroll Services – 3–7 Employees

      • State & Local Reporting – Limited

      • Business Checkup – Quarterly

      • Business Review – Quarterly

      • Business Time Saving Audit – Quarterly

      • Coaching for Your Clients – Up to 1/month

      • Coaching for Your Employees – Annually

      • Compliance Tracking – Included

      • Provider & Carrier Review – Included

      Support

      • Dedicated CFO – Up to 1 Call/Month

      • Audit Support – Unlimited

      • Bookkeeping & Payroll Support – Unlimited

      • Federal & State Notice Support – Unlimited

      • Response Time – 2 Days

      Technology

      • Secure Portal & File Storage

      • QuickBooks Online

      • QuickBooks Payroll

      • Tax Organizer

      • Tax Document Alerts

      • Receipt Storage

  • Premier Partner

    $3,550/mo

      Services

      • Business Tax Return

      • Personal Tax Return

      • Business Bookkeeping – Weekly Reconciliation

      • Personal Bookkeeping – Monthly

      • Payroll Services – Unlimited

      • State & Local Reporting – Unlimited

      • Business Checkup – Monthly

      • Business Review – Monthly

      • Business Time Saving Audit – Monthly

      • Coaching for Your Clients – Unlimited

      • Coaching for Your Employees – Unlimited

      • Compliance Tracking – Unlimited

      • Provider & Carrier Review – Unlimited

      Support

      • Dedicated CFO – Unlimited

      • Audit Support – Unlimited

      • Bookkeeping & Payroll Support – Unlimited

      • Federal & State Notice Support – Unlimited

      • Response Time – Same Day

      Technology

      • Secure Portal & File Storage

      • QuickBooks Online

      • QuickBooks Payroll

      • Tax Organizer

      • Tax Document Alerts

      • Receipt Storage

Partner with FinPro Today

I look forward to meeting you and discussing your strategy.

Contact