GET IT ALL... FOR LESS
With Business-In-A-Box
Business Formation Business-in-a-Box + Fractional CFO Bundle
Launch. Protect. Grow. All-In-One Concierge Support.
Start your business with confidence—and a financial edge. Our exclusive bundle combines everything you need to launch, protect, and strategically manage your business from day one.
What’s Included:
-
LLC Formation & EIN Setup: We handle all the paperwork and filings for you.
-
Virtual Office & Registered Agent (1 year): Professional address and compliance support.
-
1-Hour Tax Planning & Strategy Session: Proactive guidance to maximize savings.
-
Business Tax Preparation (first-year): Full business return, handled by experts.
-
Concierge Guidance: Support for business bank account setup and compliance basics.
-
Free 30-min Insurance & Risk Planning Consultation: Protect your business and your wealth.
-
Fractional CFO Services:
-
Monthly or quarterly financial review and strategy session
-
Cash flow forecasting and budgeting
-
KPI dashboard setup and review
-
Priority access to your dedicated CFO advisor
-
Bundle Price: $1,695 (plus state fees)
Save over $700 compared to individual services!
Upgrade Options:
-
Add monthly bookkeeping starting at $199/month *(Subject to Volume and Complexity Assessment)
-
Continue Fractional CFO support after 3 months at $399/month *(Subject to Volume & Complexity Assessment)
2. Pricing Table Outline
Service
Individual Price
Bundle Price
LLC Formation & EIN Setup
$199 + state fees
Virtual Office & Registered Agent (1 year)
$149
Tax Planning & Strategy Session (1 hr)
$175
Business Tax Preparation (first-year)
$600
Fractional CFO Services (3 months)
$1200
Insurance & Risk Planning Consultation
Free
Total Value
$2,423
$1,695
Upgrade: Add bookkeeping at $299/mo (first 3 months) *(Subject to Volume Assessment)
How to get started with
Getting expert support has never been easier. Here’s how to start your journey with Wealth DiversiFined:
-
Book a Free Consultation
Choose a time that works for you. We’ll discuss your goals, challenges, and how we can help. -
Get a Custom Plan
Based on your needs, we’ll create a tailored strategy, whether it’s business formation, tax support, or full concierge service. -
Launch with Confidence
We handle the details so you can focus on growth, peace of mind, and financial clarity.
