Wisely Advised
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ACCOUNTING PACKAGES

STARTING

​Ideal for newbies in business.
Our low-cost solution to keeping your business in order with yearly financial statements, tax returns, and a proactive accountant on standby any time you have a question.


FEATURES
  • Kick-Off Meeting
  • QuickBooks Online Subscription
  • Yearly Financial Statement Preparation
  • Year End Accounts
  • Year End Tax Return
  • Annual Tax Planning
  • Unlimited Support, Business, & Tax Advice
  • ​Satisfaction Promise

GROWING

Your business is now shifting gears.
You need peace of mind that the basics are sorted out while you focus on building your business. We offer a proactive accountant who can help you understand your financial performance.


FEATURES
  • Kick-Off Meeting
  • QuickBooks Online Subscription
  • Biannual Financial Statement Preparation
  • Biannual Performance Review
  • Year End Accounts
  • Year End Tax Return
  • Annual Tax Planning
  • Unlimited Support, Business, & Tax Advice
  • ​Satisfaction Promise

PERFORMING

You are in full gear and need the basics dealt with along with regular financial advice. Our accountants act as a business partner to provide sound advice and analysis while continuing to provide ongoing support whenever you need it.

​
FEATURES
  • Kick-Off Meeting
  • QuickBooks Online Subscription
  • Quarterly Financial Statement Preparation
  • Quarterly Performance Review
  • Year End Accounts
  • ​Year End Tax Return
  • Annual Tax Planning
  • Unlimited Support, Business, & Tax Advice
  • ​Satisfaction Promise

DOMINATING

An ideal package for business owners at the top of their game. You need solid advice and performance analysis on a regular basis. We team together to blow up conventional thinking and take your business to a different level.

​
FEATURES
  • ​Kick-Off Meeting
  • QuickBooks Online Subscription
  • Monthly Financial Statement Preparation
  • Monthly Performance Review
  • Year End Accounts
  • Year End Tax Return
  • Annual Tax Planning
  • Unlimited Support, Business, & Tax Advice
  • Satisfaction Promise
SCHEDULE A CONSULTATION
Advisory services offered through Wisely Advised, LLC.  An Indiana Registered Investment Advisor.
​
© COPYRIGHT 2020. ALL RIGHTS RESERVED.
  • Home
  • Accounting
    • Individual Tax
    • Business
    • Payroll
  • Investing
    • For Individuals
    • For Businesses
  • The Team
    • Accounting
    • Investments
  • Contact
    • Get in Touch
    • Schedule a Consultation
  • Client Login
    • TD Ameritrade
    • Blueleaf
  • BeWise
    • Become an Ambassador
    • BeWise Blog