wealthmanagement.us.com
Proactive accounting and financial management services designed to keep you on track throughout the year and make managing your finances simple again.
"The best financial advice does not need to be complicated or expensive but it does need to be available when you can use it". - Tony Novak, MBA, MT, Certified Public Accountant
Introductory telephone appointments are available daily without fee or obligation.
Find out how remote online accounting and advisory services can save time and money beginning today!
How will you achieve savings through online accounting and advisory services?
My services are designed to save time and money through more efficient communication and delivery of services using popular online platforms, telephone and even Messenger and text.
Overall, we find that clients who simply adapt the tools they already use in other aspects of their work and personal lives, and now apply these for use in accounting and financial management, can frequently achieve a time and money savings of 40% as compared with traditional 'bricks and mortar' accounting and advisory services.
Pricing
Pricing and services are individually negotiated based on a no-cost / no obligation consultation and, in some cases, review of your available documents to accurately estimate the work required. Services may be offered on a one-time or ongoing basis.
Minimum annual fee for ongoing service
My current minimum fee for a full year's service to individual or small business clients is $3,000 (or $250 per month) that typically includes several specifically negotiated and integrated accounting and advisory services. That fee may include third party services like online accounting platforms, payroll and payment processing, tax preparation and filing, investment account fees and other specifically negotiated services.
Flat fee for single service
A flat fee may be offered for a single concierge service or single engagement. This flat fee service is often used as an initial introductory or 'trial relationship' with limited risk for each of us.
Fees for accounting, advisory and concierge services:
Basic annual $3,000
Additional services as negotiated
Single concierge service $300
Third party fees
In some cases our fees for negotiated services will include the fees charged by a third party and paid by the adviser. This is commonly referred to as 'bundled services'.
Timing of payments
Typically half of the charge is payable in advance and the remaining balance upon completion of the work. Fees for ongoing services may be negotiated to be an even amount over a 12 month period.
Termination of service
Either party may terminate the agreement at any time and cancel future fee arrangements. Fees already paid are refundable only prior to the start of the adviser's service on the engagement.
Payment method
Any electronic payment method is accepted.