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Business Financial Plans

Enterprise-grade financial strategy, compliance, and wealth management tailored for startups, scaling companies, and established corporations.

$1.8B
Business Capital Deployed
3,200+
Companies Served
34%
Avg. Tax Savings
Business Tiers

Select Your Growth Plan

Transparent pricing with scalable features designed to match your company's stage and financial complexity.

Founder
For early-stage startups & solopreneurs
$99
per month / billed annually
  • Single-entity financial tracking
  • Basic cash flow forecasting
  • Quarterly tax planning
  • 2 team member access
  • Email & chat support
  • Standard compliance reports
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Most Popular
Growth
For scaling companies & mid-market
$249
per month / billed annually
  • Multi-entity & subsidiary support
  • Advanced cash flow & burn analysis
  • Monthly tax optimization
  • Up to 10 team members
  • Dedicated business advisor
  • API integrations (QuickBooks, Xero)
  • Business retirement planning
Get Started
Enterprise
For corporations & high-growth scaling
Custom
tailored to your organization
  • Unlimited entities & global operations
  • Real-time treasury management
  • Continuous tax & regulatory strategy
  • Unlimited team access & roles
  • 24/7 priority & phone support
  • Custom ERP/CRM integrations
  • Executive compensation planning
Contact Sales
Feature Comparison

Plan Breakdown

Compare capabilities across all business tiers to find the perfect fit for your financial operations.

Feature Founder Growth Enterprise
Financial Dashboard Basic Advanced Executive Suite
Entity Management 1 Up to 5 Unlimited
Cash Flow Forecasting 30-day 90-day rolling 12-month + AI scenarios
Tax Optimization
Team Access 2 users 10 users Unlimited + RBAC
API & Accounting Sync
Business Retirement Plans
Compliance & Audit Reports Standard Enhanced SOC 2 + Custom
Dedicated Advisor
Support Level Email/Chat Priority 24/7 Concierge
Onboarding Process

How We Implement

A streamlined, zero-disruption rollout designed for business operations.

Discovery & Audit

We analyze your current financial stack, tax position, cash flow patterns, and growth targets.

Custom Architecture

Our team builds a tailored financial operating system with integrations, automations, and reporting dashboards.

Secure Deployment

Data migration, team training, and live go-live with dedicated support during the transition period.

Optimization & Scale

Monthly reviews, proactive adjustments, and strategic advisory as your business grows and evolves.

Client Results

Proven Business Impact

Real metrics from companies that scaled smarter with WealthGuard.

-42%

Effective Tax Rate

Implemented strategic depreciation schedules, R&D credits, and entity restructuring across two subsidiaries.

Nexus Ventures
SaaS • $8M ARR
3.2x

Cash Runway Extension

Restructured operating expenses, negotiated vendor terms, and optimized working capital cycles.

Orbit Logistics
Supply Chain • Series B
$1.4M

Retirement Plan Savings

Designed a safe harbor 401(k) with profit sharing, reducing corporate tax liability while boosting retention.

Meridian Health
Healthcare • 120 Employees
Business FAQ

Common Questions

Everything you need to know about our business financial planning services.

Absolutely. All plans can be upgraded or downgraded at any time. When you scale to a higher tier, we prorate the difference and migrate your data seamlessly with zero downtime. Many clients start on Founder and graduate to Growth within 12-18 months.
Yes. Our Growth and Enterprise plans include multi-state nexus analysis, franchise tax optimization, and international structuring (FEI, PFIC, transfer pricing basics). Enterprise clients get dedicated global tax advisors for cross-border operations.
We maintain SOC 2 Type II compliance, use 256-bit AES encryption at rest and in transit, and enforce strict role-based access controls (RBAC). All advisors undergo background checks and NDAs. We never sell or share your data with third parties.
We offer native integrations with QuickBooks Online, Xero, NetSuite, and Sage. Enterprise clients can connect to custom ERP/CRM systems via our secure API. We also support CSV/Excel imports for manual reconciliation workflows.
We offer both annual (billed monthly) and custom enterprise contracts. All plans can be canceled with 30 days notice. We don't believe in lock-in contracts—our retention rate speaks for itself because businesses see measurable ROI within the first quarter.

Ready to Optimize Your Business Finances?

Schedule a free 30-minute consultation with a certified business financial strategist. We'll audit your current setup and show you exactly where you can save, grow, and scale smarter.

Schedule Consultation Call Sales: (800) 555-0198