Packages We Offer

PACKAGE 1: FINANCIAL ADVISORY

What You Get:

  • 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.

  • Quarterly Follow-Up Calls: Enjoy dedicated time every month to address any questions, refine goals, and ensure you’re on track to achieve milestones.

  • Quarterly Personalized Meetings: Dive deep with Mariet on budgeting, cash flow strategies, and targeted evaluations—helping you make the smartest financial moves each quarter.

  • 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:

  • Package 1+

  • 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.

  • Quarterly Business Review Sessions: Stay proactive with quarterly sessions focused on evaluations, budgeting adjustments, and strategic pivots to maximize growth and minimize tax risks.

  • 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:

  • Package 2+

  • 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.

  • 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:

  • Complete Financial Solution: Our premium package covers everything—Payroll, Accounting, Sales Tax, and Tax Planning, so you’re fully supported from A to Z.

  • Corporate Tax Filing Included: Let us handle your corporate tax filings, simplifying your compliance and freeing you to focus on growing your business.

  • 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!