All retainers are subject to client terms and conditions. Click here to review.
2025 Wellness Routine
748.50
Every 2 weeks
+$3,500 Bookkeeping Catch Up or Clean Up Fee
For licensed service professional women who desire to fully outsource accounting activities to attain schedule freedom and 6-figure profits!
Valid until canceled
Initial diagnostic and gap review
90 days of onboarding support
Monthly bookkeeping & Managment Reporting
6 CFO Strategy sessions annually
Annual Tax Preparation if client for 12 months or more
Up to Payroll management of 2 employees
Home state sales tax risk management
2025 Wellness Reset
2,397
Every 2 weeks
For Licensed Service Professional Women 12 months behind on bookkeeping and 1 year behind on taxes. Get up to date, worry-free!
Valid for 6 weeks
12-month catch up & clean up in QuickBooks Online
Up to 7 financial accounts included
7 reconciliations of financial accounts
Busines & Personal tax preparation
1 go-forward CFO/CPA strategy
Annual management report delivery
Spanancial Wellness
Programs
Accounting Department Retainer Services
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I just started my business: When should I hire The Money CouncilĀ®?Our school of thought is always to engage a CPA initially and throughout your business journey. Consult with a CPA before you DIY your business paperwork. Explore our offers by starting a business evaluation. Click the button below to get started today.
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Your office shows youāre located physically in GA: do you support professionals in other states?The beauty of being a virtual, full-service Accounting firm is that we can deliver results across all 50 states! We find that operating a remote model has many advantages. The main advantage is that you aren't limited to working with local accounting professionals in your state.
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Iām working with another professional; is it easy to switch to The Money CouncilĀ®Let's be straightforward. We believe it's beneficial for businesses to continue their professional relationship with their current accounting team and strive to resolve any misunderstandings. Once you've made an effort to address any issues with your current accounting team, we'll be open to earning your business. Jumpstart the process for FREE, and determine which service is best for you by clicking the button below.
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Do you do individual tax returns if I do not own a business?Yes! Check out our tax service menu by clicking the button below.
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What happens after I apply to work with The Money CouncilĀ®?Once you book your Legacy Mathā¢ Evaluation, you will receive a confirmation email. Please follow the steps set forth in the emails you receive over the next two days. These steps must be completed before our discussion. Overall, the following steps will flow easily in 3 simple steps. Your role is crucial in this process. We recommend starting with a business evaluation to get to know each other better, as your input is invaluable. Weāll swipe right and send you an email outlining the bells and whistles of each program so you can choose the best service for you. Once you finalize your choice, you can set up your account. Once you've signed up for your account in TaxDome, you'll receive detailed next steps inside your portal with an easy-to-follow Welcome Guide.
Retainer Policy:
Once a retainer service is purchased, our team begins the necessary onboarding procedures based on information provided at checkout and information the client submits during portal activation. Clients will be emailed the retainer service confirmation and self-service onboarding requirements at the email address provided at checkout. If we have begun onboarding, which occurs after the client portal has been activated, the most refund a client can receive back is the price paid minus $250. This amount is not guaranteed when requested but only provided when the client has provided ample communication. The refund may be less if we have begun the onboarding process. We will not provide any refund if the client fails to respond to communication as outlined in our contract terms.
Third-Party Representation:
By purchasing our consultation service, you are consenting to allow our entire firm to work on your accounting matters. Our staff members include Certified Public Accountants, Enrolled Agents, and administrative staff. Renesha Davis, although she is our founding CPA, she is not the only CPA in our office and your accounting matters and may or may not be assigned directly to her accounting research.
Service Rendered:
When purchasing the consultation services, The Money Council, LLC, Renesha Davis, CPA, and the office staff therein, are not consenting to representation throughout the tax resolution process beyond the selected service. The service fee covers the precise and only the exact service listed in the description of the store product page. Services beyond the listed description should not be expected from The Money Council, LLC nor will they be performed without an additional payment and agreement for services.
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Please read our full legal terms and agreements here.