Personal Accounting Packages

Understanding your personal accounting is vital for anyone who is looking to budget better. Many times, individuals who want to start a small business also find themselves acting as the personal creditor for their small business. Whether you just want to know where your money is going, or whether you want to look better on paper for a potential lender, having a better grasp on what your personal finances looks like is an important step in being able to save money and grow your net worth. Our cash flow management solutions are designed to help you understand the big picture of where you are and where you need to go so that you can achieve your goals.

Emerald

$399/Month
  • Provides access to:
  • Financial Consultant

  • Services:
  • Money
  • -Bookkeeping
  • -Cash Flow Analysis
  • -Money Education
  • -Budgeting
  • (Up to 5 Hours Total)

Ruby

$299/Month
  • Provides access to:
  • Financial Consultant

  • Services:
  • Money
  • -Bookkeeping
  • -Cash Flow Analysis
  • -Money Education
  • -Budgeting
  • (Up to 2.5 Hours Total)

Sapphire

$199/Month
  • Provides access to:
  • Financial Consultant

  • Services:
  • Money
  • -Cash Flow Analysis
  • -Money Education
  • -Budgeting
  • (Up to 2.5 Hours Total)

Personal Diamond

The Personal Diamond service level is designed for the person who wants more in-depth assistance on his or her money and cash flow related matters. This service provides up to 2.5 hours per month of time for you to consult with our experts regarding money education, cash flow analysis, or budgeting. This service is ideal for someone who needs basic consulting with money and cash flow related matters.

Personal Emerald

The Personal Emerald service level is designed for the person who wants access to more in-depth assistance on his or her money and cash flow related matters. This service provides up to 5 hours per month of time for you to consult with our experts regarding money education, cash flow analysis, or budgeting and we will also help manage your personal bookkeeping. This service is ideal for someone who needs complex consulting or asisstance with with money and cash flow related matters.

Personal Ruby

The Personal Ruby service level is designed for the person who wants access to general assistance on his or her money and cash flow related matters. This service provides up to 2.5 hours per month of time for you to consult with our experts regarding money education, cash flow analysis, or budgeting and we will also help manage your personal bookkeeping. This service is ideal for someone who needs general consulting or asisstance with with money and cash flow related matters.

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