Success starts with keeping score.
Don't know where your money is going? Let's change that, starting today.
Keep track of your money, and setting goals that lead to a life you love.
How it Works
Simple Setup
Getting started is easy, you will meet your dedicated accountant who will learn your business and quickly get your books up to speed.
Reliable Bookkeeping
Our 100% US-based team ensures that your books are always up-to-date with no surprises!
Routine Check-ins
Don’t feel lost in the numbers. We’ll review your books with you each month so that you can effectively manage your finances.
Let's Start Keeping Score Together
Bookkeeping Services
So what’s included?
ProMoney Accelerator was specifically created for those at the beginning of their wealth building journey, or just are looking for a boost.
Foundations of Financial Planning
A suite of tools to support your self-directed strategy and discuss your plan with your career-specific, certified advisor.
Dedicated Accountant
Includes Accounting Software
Automated Saving & Investing
Automated Debt Payoff
Access to Exclusive Tools
Investment Management
A suite of tools to support your self-directed strategy and discuss your plan with your career-specific, certified advisor.
Global Diversification
Tax-Coordination
Tax-Loss Harvesting
Automated Rebalancing
Goal-Based Allocations
Support
Manage your own bookkeeping, with a little help from our advisors.
$125 / hour
billed annually(or $399/mo billed monthly)
Buy Now
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Quarterly
The perfect solution for athletes that need to get organized.
Starting as low as
$399 /mo
billed annually(or $499/mo billed monthly)
Book Free Consult
Let’s get started!
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Monthly
Full-service solution designed for athletes looking to grow financially.
Starting as low as
$499 / mo
billed annually(or $599/mo billed monthly)
Book Free Consult
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Support
Starting as low as
$125 / hour
billed annually(or $599/mo billed monthly)
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Quarterly
Starting as low as
$399 /mo
billed annually(or $499/mo billed monthly)
Let’s get started!
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Monthly
Starting as low as
$499 / mo
billed annually(or $599/mo billed monthly)
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