StrategyOne-Personal Finance Program

You’ll never need to worry about keeping your finances organized again! The Personal Finance Program is designed for individuals looking to take control of their finances.

Self – Employed Individuals
1099 Employees
Sales Professionals
Contractors

We will prepare reports detailing exactly how you’re spending your money and all your financial balances. We also prepare monthly and year-to-date income statements and quarterly tax estimates for those needing to track business expenses and income.

Fees for the Personal Finance Program
Monthly fees for the Personal Finance Program are based on the complexity of your finances. For most clients, fees start at
$50 per month.

Fees associated with the Personal Finance Program are tax deductible and by participating in the program you will receive a discount off your annual tax preparation fees.

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You’ll never need to worry about keeping your finances organized again! The Personal Finance Program is designed for individuals looking to take control of their finances. Self – Employed Individuals 1099 Employees Sales Professionals Contractors We will prepare reports detailing exactly how you’re spending your money and all your financial balances. We also prepare monthly and year-to-date income statements and quarterly tax estimates for those needing to track business expenses and income. Fees for the Personal Finance Program Monthly fees for the Personal Finance Program are based on the complexity of your finances. For most clients, fees start at $50 per month. Fees associated with the Personal Finance Program are tax deductible and by participating in the program you will receive a discount off your annual tax preparation fees.