Our primary focus is serving as a holistic adviser to clients, offering
integrated tax, estate, and personal financial planning in addition to
investment advisory services.
 

Retainer Services from Active Money Management

Customized per client's need, levels include:

  • Business Support
  • Advanced Business Support
  • Business Growth & Development
  • Active Business Management
  • Partnered for Success

Hourly Rates
Non-profit Hourly Rate $45.00
Accounting Staff Hourly Rate $85.00
Senior Staff Hourly Rate $90-$140.00
Matt's Hourly Rate $185.00
Becky's Hourly Rate $285.00
Basic QuickBooks set-up and instruction $295
includes 4 hours set-up and introduction - after that an hourly rate of $85 an hour

Special Projects
billed at hourly rates – to include examples below:

  • loan financing projects
  • analysis reports or comparisons
  • advanced QuickBooks support–requiring a scheduled meeting or more than 10 minutes to answer

New clients will pay an hourly rate for 3 months – then an analysis will be completed to calculate retainer.


 

Retainer's include the following:

  • Business Goal Monitoring
  • Quarterly payroll reports
  • W-2 and 1099 preparation
  • Payroll preparation
  • Sales Tax Reports
  • Property Tax Statements
  • Arizona Corporation Commission Reports
  • Monthly general ledger write-up (includes cash disbursements, cash receipts, bank reconcilia- tions, balance sheet and profit and loss adjust- ments, and general ledger completion).
  • Short QuickBooks questions answered via phone or e-mail (less than 10 minutes)