We do it all for you

Navigating your finances is a hassle made simple

Subscribe to our all-inclusive financial plans or opt for tailored à la carte services, including bookkeeping, payroll processing, annual tax preparation, tax strategy and much more.

15-day free trial of our services.

Happy clients
0 +
Average Tax Liability Reduction
$ 0 +
New Businesses Launched
0 +
Our clients have saved
$ 0 +

One mission empowering your financial freedom

98%

Client satisfaction
rate

30+

Hours a month
saved By business owners

15%

Average increase in business cash flow

12+

Years of

experience

Our Services

Payroll Services

Simplify Payroll Processing and Ensure Your Employees are  Paid Accurately and On Time

Managing your business finances can be overwhelming. Our professional bookkeeping services ensure your financial records are accurate, up-to-date, and compliant with industry standards.

Bookkeeping Services

Accurate & Reliable Bookkeeping to Keep Your Business on Track

Managing your business finances can be overwhelming. Our professional bookkeeping services ensure your financial records are accurate, up-to-date, and compliant with industry standards.

Business Tax Services

Expert Personal & Business Tax Preparation & Filing to Maximize Your Returns

Navigating federal tax laws can be complex and time-consuming. Our expert federal tax services ensure that you comply with all regulations while maximizing your deductions and returns.

State Tax Services

Navigate State Tax Requirements with Ease

State tax laws can vary widely and be complex to navigate. Our state tax services ensure that you comply with all state regulations while maximizing your deductions and returns.

Pricing & Packages

Your financial freedom Starts here

Enjoy $0 setup fee & choose a plan that suits your business

Monthly
Annually

Basic

For small business

$299/monthly

What’s included

Try it free for 14 days

Popular

Pro

For Small Businesses

$549/monthly

What’s included

Try it free for 14 days

Enterprise

For Corporations and Non-Profits

$999/monthly

What’s included

Try it free for 14 days

Custom

Best for Corporate Enterprises & Franchises

$ Call for the price

What’s included

Try it free for 14 days

Not sure which plan you need? Let us help you

Features

Basic $299

For Growing Businesses, Soloprenuers & Freelancers

Pro $549

For Small Businesses

Enterprise $999

For Corporations and Non-Profits

Custom

Best for Corporate Enterprises & Franchises

Qualifying Revenue

$0 - $250k

$251k - $500k

$501k - $1M

$1M+

Bookkeeping Services

Individual Tax Preparation and Filing for owners and employees

Payroll Processing

1 person

2 - 5 people

6 - 10 people

11+ people

Financial Statement Preparation

Beneficial Ownership Information (BOI) Report Preparation

Tax Strategy

Startup Advisory Services

Annual

Quarterly

Monthly

Financial Planning and Analysis

Corporate Tax Consulting

State Sales & Use Tax

Tax Resolution Services

Government Contracting Assistance

Business Certifications

Virtual CFO Services

Inventory Management

Real Estate and Property Accounting

Basic

For Small Businesses

$245 /monthly

What’s included

Try it free for 14 days

Popular

Pro

For Small Businesses

$495 /monthly

What’s included

Try it free for 14 days

Enterprise

For Corporations and Non-Profits

$945 /monthly

What’s included

Try it free for 14 days

Custom

Best for Corporate Enterprises & Franchises

$ Call for the price

What’s included

Try it free for 14 days

Not sure which plan you need? Let us help you

Features

Basic $245

For Growing Businesses, Soloprenuers & Freelancers

Pro $495

For Small Businesses

Enterprise $945

For Corporations and Non-Profits

Custom

Best for Corporate Enterprises & Franchises

Qualifying Revenue

$0 - $250k

$251k - $500k

$501k - $1M

$1M+

Bookkeeping Services

Individual Tax Preparation and Filing for owners and employees

Payroll Processing

1 person

2 - 5 people

6 - 10 people

11+ people

Financial Statement Preparation

Beneficial Ownership Information (BOI) Report Preparation

Tax Strategy

Startup Advisory Services

Annual

Quarterly

Monthly

Financial Planning and Analysis

Corporate Tax Consulting

State Sales & Use Tax

Tax Resolution Services

Government Contracting Assistance

Business Certifications

Virtual CFO Services

Inventory Management

Real Estate and Property Accounting

Billed Annually

Starting at $245/Month

All of our plans include

Set-up company books and payroll

Bookkeeping and payroll training

Monthly categorization of business transactions

Reconciliation of business bank and credit card accounts

Expert review of financial reports

Financial reports package delivered monthly

Close books at end of year and prepare for taxes

Corp, LLC, Partnership, S-Corp formation in your state

Creation of an operating agreement

Obtain Your Tax ID Number (EIN)

File an S Corp election with the IRS

Expert review of financial reports

Employer Registration in your state

Business Checking Account Creation

Provide a registered agent for your business

Alerts for annual compliance filings Offer

Business Plan Assistance

BOI Report

Annual Business Tax Filing

Annual Personal Tax Filing

Quarterly tax estimates

Annual salary recommendations

Owner paycheck calculator

Business income tax returns (federal and states)

Support

Free consultation with a tax advisor

Year-round bookkeeping, payroll, accounting & tax support

A member relationship manager

Newsletters, resource guides, and educational webinars Community

Invoicing***

New hire reports filed with State

Preparation and filing of quarterly payroll returns

Gusto subscription for payroll ($45/month value)

Gusto payroll system training

Employment Taxes

Automated payroll

Unlimited payroll runs Issue and file W-2s/1099's

Provide out of state Employee Assistance

15-day free trial of our services.

Get Started in 3 Simple Steps

Book Your Financial Clarity Call

Kick things off with a free 15-minute call where we’ll chat about your financial situation and goals. This call helps us understand how we can best support you on your financial journey.

Upload Documentation in the Client Portal

Hop onto our secure client portal to upload all your important financial documents. From there, we’ll take care of everything to ensure your financial needs are met seamlessly.

Sit Back and Relax

Once your documents are uploaded, you can sit back and relax while we manage the details, providing you with updates and delivering the results you’re expecting.

Financial clarity in 60 seconds or less.

The first step toward your financial freedom? Clarity on where you are and where you’re headed. We created this short quiz to help you know exactly what to do next.

Trusted by 2,000+ clients just like you

Let our clients do the talking

Leticia Kutch

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5.0/5.0 rating

Leticia Kutch

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5.0/5.0 rating

Leticia Kutch

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5.0/5.0 rating

A Promise Built Around Your Needs

We’re tired of a financial system that doesn’t have your best interests in mind, too. Which is why we’ve created The Prominent Promise —a set of standards we not only meet, but exceed in everything we do.

To act in your best interest

To treat all concerns equally

To earn your business

To be transparent and communicate openly at all times

To keep your data safe

To keep our promises

15 Minute Financial Clarity Call

Prominent Financial Consultants

Business resources & Tips

How do I understand a business analysis of my company?

Understanding a business analysis of your company involves several key steps. First, dive into the business analysis report. This document typically includes an overview of the process, data collected, and key findings.

What should I do if my business analysis needs an assessment?

Is your business analysis in need of a checkup? If you’re nodding your head, don’t worry! Let’s walk through the steps to conduct a thorough business analysis needs assessment.

What are business analysis best practices for success?

Clearly define the scope of the analysis: It is important to clearly define the scope of the analysis at the outset in order to ensure that the project stays on track and delivers the desired outcomes.

You’re a click away from financial clarity book your call today.

During our 15 minute Financial Clarity Call, you’ll experience the clarity that comes with knowing your next step(s) when it comes to your financial goals.

Don’t miss a thing —get up to 10% off your first order!

Enter your email and you’ll get an exclusive discount on your first order and be one of the first to receive our monthly GOALS E-series launching in November 2024.

Don’t miss out

Complete your purchase now and enjoy Free Registered Agent Service For one Year.

Only $499 Value

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