Packages We Offer
PACKAGE 1: FINANCIAL ADVISORY
What You Get:
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Exclusive Initial Appointment with Mariet Ostos: Set the foundation with a strategic, high-level consultation that identifies opportunities and solutions tailored specifically for your financial success.
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Quarterly Follow-Up Calls: Enjoy dedicated time every month to address any questions, refine goals, and ensure you’re on track to achieve milestones.
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Quarterly Personalized Meetings: Dive deep with Mariet on budgeting, cash flow strategies, and targeted evaluations—helping you make the smartest financial moves each quarter.
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Priority Support and Continuous Access to Our Team: Whether it’s a question or a pressing concern, you’ll have direct access to our expert team whenever needed for consistent, reliable guidance.
Investment Options:
- $6,500/year (one-time payment)
- $8,000/year: $4,000 upfront, then $400/month
Restrictions apply.
PACKAGE 2: TAX PLANNING
What You Get:
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Package 1+
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End-to-End Tax Planning for 1 Year: Receive a comprehensive tax strategy that minimizes liabilities and optimizes returns, including corporate tax filings tailored to your business needs.
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Quarterly Business Review Sessions: Stay proactive with quarterly sessions focused on evaluations, budgeting adjustments, and strategic pivots to maximize growth and minimize tax risks.
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Unmatched Accessibility: We keep the conversation going with scheduled calls and responsive email support, so you’re never left wondering what’s next.
Investment Options:
- $8,500 (one-time payment)
- $10,000/year: $5,000 upfront, then $500/month
Restrictions apply.
PACKAGE 3: CUSTOMIZED SERVICES (Choose Two)
What You Get:
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Package 2+
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Tailor Your Package with Two Key Services: Select from Payroll, Accounting Services, Sales Tax, or Tax Planning, making this package as flexible and focused as your business demands.
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Expert Advisory and Continuous Support: With evaluation, budgeting, and tailored strategies, you’ll receive impactful, hands-on guidance that aligns with your specific financial goals.
Investment Options:
- $10,000 (one-time payment)
- $12,500/year: $5,000 upfront, then $750/month
Restrictions apply.
PACKAGE 4: ALL-INCLUSIVE SERVICES
What You Get:
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Complete Financial Solution: Our premium package covers everything—Payroll, Accounting, Sales Tax, and Tax Planning, so you’re fully supported from A to Z.
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Corporate Tax Filing Included: Let us handle your corporate tax filings, simplifying your compliance and freeing you to focus on growing your business.
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Comprehensive Consulting with Mariet Ostos: With ongoing evaluations, budget planning, and strategies designed to fuel growth, this package positions you to make confident, proactive financial decisions all year long.
Investment Options:
- $15,000: (one-time payment)
- $20,000/year: $7,500 upfront, then $1,250/month
Restrictions apply.
CFO Services available too, Ask for more information!