Financial Management Service Packages

BASIC Package

  • Only for Personal Finance Management
  • Consultant Manages Analytic Tool
  • Consultant Collecting Monthly Statements of Accounts
  • Monthly Detailed Reporting
  • Accounting & Book Keeping Included
  • Investment Tracking
  • Unlimited Email Communication

Basic Package Fee: $49.99 per month


GOLD Package

  • Small Business Package (1 – 3 Employees)
  • Consultant Manages Analytic Tool
  • Consultant Collecting Monthly Statements of Accounts
  • Monthly & Quarterly Detailed Reporting
  • Accounting & Book Keeping Included
  • Yearly Overview Report
  • Quarterly Newsletter
  • Unlimited Email Communication

Gold Package Fee: $59.99 per month


PLATINUM Package

  • Small Business Package (3 – 15 Employees)
  • Consultant Manages Analytic Tool
  • Consultant Collecting Monthly Statements of Accounts
  • Monthly & Quarterly Detailed Reporting
  • Accounting & Book Keeping Review Included
  • Yearly Overview Report
  • Quarterly Newsletter
  • Unlimited Email Communication

Platinum Package Fee: $75.99 per month


DIAMOND Package

  • Business Package (16 – and up Employees)
  • Consultant Manages Analytic Tool
  • Consultant Collecting Monthly Statements of Accounts
  • Monthly & Quarterly Detailed Reporting
  • Accounting & Book Keeping Review Included
  • Yearly Overview Report
  • Quarterly Newsletter
  • Unlimited Email Communication

Diamond Package: $85.99 per month