top of page

Memberships and Services

  • Balance sheet

    10$
    This report will outline all of your asset holdings and outstanding liabilities. This calculation will tell you your net worth.
    Valid for one month
    • Calculation of assets
    • Calculation of liabilities
    • Deduction of capital or "net worth"
    • Great foundation to have
    • Where do you stand financially
    • Sent as a PDF and Excel spreadsheet which can be updated

  • Cash Flow assessment

    20$
    Identify all fixed and variable revenue and expenses.
    Valid for one month
    • Calculation of monthly fixed expenses
    • Estimate of monthly variable expenses
    • Calculation of monthly income
    • Recommendation of new habits to profit more
    • Before constructing a personalized budget, this is needed.

  • Expense planning and budgeting

    30$
    A personalized budget for the upcoming month. This report helps you plan for upcoming bills and project variable spending.
    Valid for one month
    • Requires a cash flow assessment
    • Cash flow assessment is discounted with monthly budgeting
    • Very detailed
    • Detailed preparation to profit on a monthly basis
    • Bill planning
    • Live adjustment to asset account balance
    • Projections for variable spending in each category

  • Credit expense planning

    32$
    Report showing key metrics for all liability accounts such as credit cards and loans. This report helps with planning for credit card payments
    Valid for 2 months
    • Properly allocate payments and spending
    • Statement balance for all credit cards in one place
    • Lists out due dates to ensure proper planning
    • This service is perfect for a client with significant debt
    • Credit limit input
    • Credit utilization % for each account
    • Ideal balance after payment calculation
    • Available credit calculation
    • Make payments on time
    • Document can be received as a PDF or excel sheet
    • Report is good for one month
    • Report can be updated on your own. Formulas are built in
    • Report may help you improve your credit score

  • Expense forecasting up to 6 months

    75$
    Complete income and expenses projection up to 6 months out. After getting this service done, you will have a realistic and accurate look at the future of your finances.
    Valid for 6 months
    • Life happens, stay ahead of the game
    • Planning for bills up to 6 months ahead
    • Cashflow estimates six months out
    • Projections of variable spending based on historical average
    • Includes a cash flow assessment

  • Complete financial reporting

    78$
    Net worth report, cash flow report, and budget for the next 3 months.
    Valid for one month
    • Balance sheet
    • Cash flow report
    • Professional GAAP standards or personal accounting style
    • Calculations are made and presented in a report
    • Report is organized and nice to look at
    • Report answers questions such as:
    • Where do you stand financially
    • What is your 'rate of change' financially
    • What financial habits can you improve on
    • Recommendation of services that you need the most

Plans & Pricing: PaidPlans
Business alternative name for a more profitable branding
bottom of page