Our Fees
We know why you are here.
To keep things simple, whether a one-time or ongoing solution, our fees are the same rate.
Hourly Rate:$125
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Our billing rate for all services is $125.00 per hour. Included in our fee are:
Any additional costs (such as postage, accounting software etc) will be passed through at cost. |
So, what can we do for you?
Below are some solutions that we provide to fit
your daily money management needs.
Need something across all of our solutions?
We also offer custom, modified solutions!
your daily money management needs.
Need something across all of our solutions?
We also offer custom, modified solutions!
Solutions
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Our Solutions are standalone, comprehensive financial management services that are focused on addressing specific situations for our clients. Each Solution is designed to thoroughly handle its particular aspect of financial management. These Solutions can also be combined or customized to meet your unique needs, providing a flexible and tailored approach. This ensures that our clients receive the precise support they need, all while maintaining the highest level of efficiency and effectiveness.
Bill Pay
Designed for getting the hassle out managing day-to-day bills. Organization Designed for getting you out of the "shoebox" and into a filing cabinet or the cloud. Reconciliation Designed to keep track of all of the in's and out's of your accounts. Reporting & Net Worth Designed to keep you "in the know" of all of your spending as well as the value of your assets and debts. Taxes Designed to be your CPA's biggest helping hand. Records & Communication Designed to keep track of and maintain all of your important records and paperwork. |
Complete Solutions
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Our Complete Solutions are ready made bundles of cooperative services, ensuring fully comprehensive financial management.
These Complete Solutions address multiple aspects of a given financial situation, providing an all-encompassing approach. Each Complete Solution is designed to marry our individual Solutions seamlessly together. Additionally, these Complete Solutions can be customized to fit your unique needs, ensuring that all specific requirements are met. This flexibility guarantees that our clients receive thorough and effective support, tailored precisely to their individual financial circumstances and goals. Simply Supported
Designed as a comprehensive Solution for Older Adults. Simply Settled Designed to help navigate the financial needs of Estate Planning & Guardianships Simply Filed Designed to aid your CPA with filing your taxes. Simply For a Limited Time Designed for Travelers & Transitional Responsibility needs Simply TDB (Too Darn Busy) Designed for Busy Professionals lacking the time to manage the day-to-day. |
