Services
Basic Service
$99.00
Includes One bank account, less than 50 transactions a month and monthly financial statement.
Intermediate Service
$149.00
One bank account and credit card, less than 100 transactions combined and monthly financial statement.
Advanced Service
$199.00
Any mix of Three accounts, less than 300 transactions a month, monthly financial statement and $250 tax return.
Schedule your appointment
Legacy clients should see their fees stabilize as time goes on and in some cases decrease.
When and why?
Business started in 2016 with a desire and passion for serving Central and South Florida.
Contact
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