FINANCE SUITE

Boss Up
Wealth Circle

$97/Month

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A private community for women and entrepreneurs ready to grow personally, financially, and professionally.

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✓ Weekly live coaching and Q&A sessions
✓ Financial education and wealth-building resources
✓ Business credit and funding education
✓ Tax education and planning strategies
✓ Branding, marketing, AI, and business systems training
✓ Private member community and networking
✓ Exclusive workshops, events, and member bonuses
✓ Optional affiliate program with commission opportunities

Financial Wellness Package

Six Months of Personalized Support

$597

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A guided financial education experience for individuals who want personalized support while strengthening their financial foundation and developing healthier financial habits.

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✓ Six months of guided credit education and financial literacy
✓ Personalized financial education and coaching
✓ Detailed review of your current consumer credit profile
✓ Education on the factors affecting your credit
✓ Financial wellness and money-management resources
✓ Credit-building education and best practices
✓ Monthly progress check-ins
✓ Online budgeting and financial-planning tools
✓ Personalized action plan based on your financial goals

Tax Preparation Services

Pricing Varies Based on the Complexity of Your Return

Professional tax-preparation services for individuals, self-employed professionals, and small-business owners.

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✓ Federal and state tax-return preparation
✓ Individual tax returns
✓ Self-employed and Schedule C returns
✓ Small-business tax preparation
✓ Electronic filing
✓ Review of eligible tax credits and deductions
✓ Prior-year tax returns, when applicable
✓ Tax-document review and organization
✓ Personalized guidance throughout the filing process

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Tax-preparation fees are based on the forms, schedules, states, business activity, and overall complexity of each return.

Boss Up Wealth Systems Accelerator™

$797

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Your complete business-in-a-box. The Accelerator gives you everything to launch and run a professional tax and business-services company under one roof: professional software, a full business system + CRM, automation tools, and the training to put it all to work. One setup, one system, built to scale. $797 to launch, then $84/month for ongoing software access.

Client Education Program

$297

Software and education to help your clients understand and strengthen their financial picture. Includes financial monitoring tools, a financial education platform, a client management system, and ongoing updates, tools, and business-building resources. $297 to get started, then $49.99/month for ongoing software access. Cancel anytime.

Digital Store
Program

$1000.00

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Your own professional digital storefront, ready to sell. Includes a fully built digital store, a digital-product sales system, complete setup + launch support, and marketing assets to start driving sales from day one. $1,000.