Build Your Business Without Breaking the Bank

Personal Finance Packages


  • Personal Financial Strategy - Client
    • Budgeting
    • Debt Management
    • Tax Planning
    • Insurance / Asset Protection
    • Investment Planning
    • Estate Planning
    • Benefits Analysis
    • Education Funding
    • Retirement Savings Analysis
  • Personal Financial Strategy - Spouse
  • Personal Finance Portal
    An engaging, digital experience with on-demand access to your financial picture in one place to monitor account activity, track progress toward goals, evaluate spending, and much more – placing you at the center of your financial world.
  • Semi-Annual Review
  • Go-To-Advisor Access
    Concierge on-deman access to your advisor. Just book a meeting.


  • Include Everything in Essentials Plan; plus
  • Tax Preparation and Filing - Personal
  • Tax Preparation and Filing - Spouse
  • Life Event Planning
  • Retirement Distributions


$399Monthly (Starts at)
  • Include Everything in the Pro Plan, plus
  • Advanced Planning Strategies
  • Investment Analysis

Small Business Finance Packages


  • Business Finance Strategy
    • Cash Flow Management
    • Business Tax Strategies
    • Insurance Planning and Risk Management
  • Business Plan Review
    Budgeting, Debt Management, Tax Planning, Isurance / Assset Protection, Retirement Planning, Estate Planning, Benefits Analysis
  • Accounting System Install / Optimization
  • Financial KPIs
  • ROI Growth Lab
  • Semi-Annual Business Finance Review
  • Go-To-Advisor Access


$999Monthly (Starts at)
  • Include Everything in Essentials Plan; plus
  • Tax Preparation and Filing - LLC / S-Corp
    We specialize in self employed and small businesses, but are adept with most tax situations. We work hard to personalize our services for each client. Our goal is to give you the best client experience possible.
  • Cash Accounting Bookkeeping*
    • Weekly Processing
    • Transaction Entry
    • Bank Reconciliations
    • Payroll Allocation Entry
    • Bill payment
    • Invoicing
    • -
    • * Bookkeeping provided in conjuction with our partner: GrowthForce
  • Management Report Generation
  • Business Retirement Plans
  • Employee Financial Education Seminars
  • Quarterly Business Review


$1750Monthly (Starts at)
  • Include Everything in the Pro Plan, plus
  • Advanced Planning Strategies
  • Accrual Accounting Bookkeeping*
    • Transaction Entry - Monthly
    • Bank & Credit Reconciliations
    • Sales Tax
    • Month End Close
    • Accounts Receivable
    • Accounts Payable
    • Payroll Processing
    • Weekly Reporting
    • Inventory Reconciliation
    • Collections
    • Payroll Processing
    • -
    • * Bookkeeping provided in conjuction with our partner: GrowthForce
  • Exit Strategies & Succession Planning

Project Based Fee (Starting at)

$499 per project

Good for limited engagements on specific financial planning topics.

Frequently Asked Questions

How do I now if I need a financial planner?

Financial planning is for everyone. Good leaders know when to delegate, and when to seek expert opinions. With responsibilities to your business and your family, you shouldn’t be afraid to consult a financial planner.

What value do I get from working with a Financial Planner?

There are many benefits of working with a Certified Financial Planner™ professional. Most are technically competent and will help you get clarity around your money, save taxes and help you make decisions about appropriate financial products. Great planners will educate, empower and inspire you to make the leap over the behavioral gap and achieve sustained success with managing your money.

Does Main Street Associates assist with personal and business finances?

Yes, we have identified a critical need to provide small business owners and entrepreneurs with the education and support to manage business and family finances because they are so interdependent.

According to the Bureau of Labor Statistics (Business Employment Dynamics), 80% of small businesses survive the first year, 51% survive to their fifth year, and only 33% make it past the 10th year. Our mission is to improve this trend.

Do you only work with small business owners and entrepreneurs?

Yes, our dedication to small business owners allows us to provide services tailored to their needs. Book a discovery call and see if Main Street is the right partner for you.

How are you different than Accounting and Tax Services?

By bringing together financial planning, bookkeeping, payroll and tax into one suite of services, Main Street is better positioned to see potential potholes. In addition to our technical capabilities, we are proud of our deep relationships with our clients.

Small businesses are messy. At Main Street, we roll up our sleeves and collaborate.

What value do I get from working with Main Street?

Each client defines their own measure of value. But we like to think the hindsight, insight, and foresight each client receives is priceless.

Can I cancel my services at any time?

Yes, you may cancel at any time with written notification. The monthly subscription will be refunded on a prorated basis. The initial planning fee is only refundable during the Fast Start period.

Didn’t Find the Answer?

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