All the business support you need, in one place.

Spend your time on your business, let us manage the rest. We take care of all major financial components in your business, for less than the cost of a part-time employee.


Package

Business Care Bundle

Price

Starting at $399/month


What’s Included:

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  • Business & Personal Financial Strategy | Create friction-less symmetry between your business & personal finances. We'll help you reach your goals faster and better understand all the moving financial parts inside your business.

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  • Custom Step-by-Step Action Planning | Always know what priorities to work on, and in a what order, for the best results. We'll meet regularly to define our action plan, plus help you execute it over time so you know your efforts are always focused on the right things - increased profits and growth.

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  • Full Service Compliance | Federal (& State) Tax Prep, Tax Planning, Accounting, Payroll, IRS Correspondence & Entity Maintenance. Have more time to work on your business. We'll make sure all your compliance needs are automatically taken care of throughout the year.

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  • Access to your Personal Financial Care Team | Valuable insights and world-class service from the people who know your business inside and out. Never pay for phone calls, meetings, or consultations again! Unlimited virtual access to your team.


How It Works:

1.

Mutual Exploration | We'll discuss your immediate needs and long term goals for the business to verify if the Business Care Bundle is a good fit.

 

2.

On Boarding | You’ll enroll in the right package for you and we’ll gather all the critical data we need to get started.

 

3.

Better, Faster Results | We’ll take care of all the major financial aspects of your business (so you don’t have to) and start working towards your priority goals!

 

Make life easier for you & your staff. Grow your business and have more time to do what you love.


Modern Financial Care helped me become legitimate in the way I handle my finances. For years I felt uneasy because I knew I hadn’t been doing it “right.” They dealt with the details and specifics, which my previous accountant had neglected. Modern Financial Care helps you plan for the big picture with your business and how you can maximize tax benefits and plan for long-term growth. It’s a relief to finally work with a professional to map this out and make adjustments as my life and business changes.
— Christine Han, Business Care client