Helping Small Business Owners to Optimize Their Profits
Personalized accounting, tax, and financial planning services to help you succeed
My Name is James McCleary
I am here for you. I am the account executive for Rising Business Solutions. I help small business owners to optimize their hard-earned profits.
We offer personal and business membership services to help you:
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- Maximize your tax benefits
- Keep more of your money
- Grow and protect your money
We also help businesses with accounting and payroll services.
Please click on the options below to learn more.
Because of Covid and the partial shut-down of the economy, many are struggling to survive. They aren't make making and saving enough money. They are paying too much for taxes. They are struggling to grow and protect the money they have. Most importantly, they aren't getting the support and timely knowledge needed to succeed.
Overwhelmingly people want access to someone who they trust, understands their situation, is quickly accessible, and can help them to make the best financial decisions. They want answers spoken in layman's terms and don't want egotistical experts who speak over their heads in a degrading manner. They want to speak with someone who cares.
MEMBERSHIP PLANS FOR GREATER PEACE OF MIND
We help you to strengthen your financial future. Receive the peace of mind that comes from having a finance and accounting professional available to you year-round to help you minimize your taxes, save and make more money, grow and protect your money, and enhance your credit. Have access to someone you trust, who understands your situation, is accessible, and can help you to make financial decisions.
STARTER: Tax Return and Year-Round Tax Support
Receive the peace of mind that comes from having a tax professional available to you year-round to submit your taxes, help you with IRS audits, and answer any tax questions you have.
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- Tax Returns: We submit an accurate tax filing with you that optimizes your return.
- IRS Tax Audits: We help you with IRS tax audits for this and last year's returns.
- Tax Support: Call support with tax issues or questions.
These services are typically priced at $1,200.
Membership Price: $50 per month
Initial Setup Fee: $60
After signing up, we will send you an agreement and monthly payment subscription link.
BRONZE: Expense Coaching
We provide you expense coaching to help you keep more of your money. This also includes tax return and year-round tax support.
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- Keep Money: We help you to save money by setting up and keeping your budget.
- Manage Money: We discuss and coach you on how you can best organize your home finances.
Education and Tools: We provide education videos and budgeting tools. - Tax Return: We help you to submit your tax return
- Year-Round Tax Support: We are available year-round to help you with IRS audits and to answer your tax questions.
These services are typically priced at $1,900.
Membership Price: $70 per month.
Initial Setup Fee: $84
After signing up, we will send you an agreement and monthly payment subscription link.
SILVER: Financial Planning and Coaching
We coach and help you to develop and implement a financial plan to grow and protect your money.
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- Grow Your Money: We help you to develop a detailed financial plan to grow your money.
- Protect Your Money: We coach you on how best to protect your money in our rapidly changing world.
- Save Money: We help you to save money by setting up and keeping your budget.
- Make Money: We discuss and coach you on how you can make more money.
- Tax Return and Year-Round Tax Support: We help you to submit your tax return. We are also available year-round to help you with IRS audits and to answer your tax questions.
These services are typically priced at $3,000.
Members Price: $100 per month
Initial Setup Fee: $120
After signing up, we will send you an agreement and monthly payment subscription link.
GOLD: Credit Enhancement and Coaching
We provide you three months of top credit enhancement services and all of the other services to help you succeed.
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- Enhance Your Credit: We provide you 3 months of top credit enhancement services.
- Grow Your Money: We help you to develop a detailed financial plan to grow your money.
- Protect Your Money: We coach you on how best to protect your money in our rapidly changing world.
- Save Money: We help you to save money by setting up and keeping your budget.
- Make Money: We discuss and coach you on how you can make more money.
- Tax Return and Year-Round Tax Support: We help you to submit your tax return. We are also available year-round to help you with IRS audits and to answer your tax questions.
These services are typically priced at $5,000 - $8,000.
Membership Price: $200 per month
Initial Setup Fee: $240
After signing up, we will send you an agreement and monthly payment subscription link.
Starter: Business Tax Return & Year-Round Support
Have tax professional available year-around to help your business submit your taxes quarterly and at year-end, assist your business with IRS audits, and answer any tax questions you have.
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- Tax Returns: We submit an accurate tax filing with you that optimizes your return.
- IRS Tax Audits: We help you with IRS tax audits for this and last year's returns.
- Tax Support: You can call us with tax issues or questions.
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These services are typically priced at $1,900.
Membership Price: $70 per month.
Initial Setup Fee: $84
After signing up, we will send you an agreement and monthly payment subscription link.
BRONZE: Business Tax Planning and Coaching
We help you to develop a tax plan. This involves identifying and implementing various strategies to minimize your tax liabilities. As a small business, this can mean providing more money for expenses, investment, or growth.
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- Tax Plan: We help you to develop a tax plan.
- Tax Return: We help you to submit your tax return.
- IRS Tax Audits: We help you with IRS tax audits for this and last year's returns.
- Year-Round Tax Support: We are available year-round to help you with IRS audits and to answer your tax questions.
These services are typically priced at $3,000.
Membership Price: $120 per month.
Initial Setup Fee: $144
After signing up, we will send you an agreement and monthly payment subscription link.
SILVER: Business Financial Planning and Coaching
Financial planning helps to ensure that you have a smart strategy in place for your success and the success of your business.
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- Financial Plan: We help you to develop and implement a financial plan to grow and protect your money.
- Tax Plan: We work with you to develop a tax plan.
- Tax Return: We help you to submit your tax return.
- IRS Tax Audits: We help you with IRS tax audits for this and last year's returns.
- Year-Round Tax Support: We are available year-round to help you with IRS audits and to answer your tax questions.
These services are typically priced at $7,000 to $10,000.
Member Discount Price: $230 per month.
Initial Setup Fee: $276
After signing up, we will send you an agreement and monthly payment subscription link.
GOLD: Business Monthly Coaching
In addition to the services below, we virtually meet with you monthly to help you to develop and implement your financial plans, tax plans, to address any tax questions you have, and to help you succeed.
Additionally, you receive 15% off on our accounting and payroll services.
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- 15% Discount: You receive 15% off of our accounting and payroll services.
- Financial Plan: We coach and assist you in developing a financial plan.
- Tax Plan: We work with you to develop a tax plan.
- Tax Return: We help you to submit your tax return.
- IRS Tax Audits: We help you with IRS tax audits for this and last year's returns.
- Year-Round Tax Support: We are available year-round to help you with IRS audits and to answer your tax questions.
These services are typically priced at $10,000 - $15,000
Membership Price: $550 per month
Initial Setup Fee: $600
After signing up, we will send you an agreement and monthly payment subscription link.
Your dedicated team of bookkeepers and accountants provide meticulous bookkeeping services for far less than the cost of hiring an in-house professional. We care about your business and will be there for you every step of the way.
Our bookkeeping and accounting services allow for an affordable and efficient way to get up-to-date and accurate accounting records regardless of your location.
Receive a customized accounting solution tailored for your business with real-time access to your financial information. Each client is assigned a personal representative ensuring that you receive a professional and personalized solution.
Bookkeeping Services
- Bank Reconciliations
- Credit Card Reconciliations
- Accounts Payable
- Sales Tax Preparation
- Electronic Payments
- Revenue Tracking
- Expensive Management
- Accounting System Setup
- Catch-Up Bookkeeping
- Inventory Management
- Invoicing & Accounts Receivable
- Check Preparation
- Payroll Tax Filing
CPA Services
- Financial Statements
- Closings
- Financial Ratios
- Budget Projections
- Business Scenario Planning
- Auditing
- Tax Planning
- Financial Planning
Core Services
- Payroll setup
- Direct deposit
- Employee portal (online pay stubs, direct deposit setup, W2/W-2C, time report entry)
- Worker's comp
- Multiple locations
- Customized hours, money, deductions
- Mobile friendly access
- Electronic or printable W-2s
- Time-off accruals
- New hire reporting
- File and deposit federal, state, and local payroll taxes
- File year-end payroll tax
- File year-end 1096 for contractors to IRS
Personal Touch Included
- Personalized new employee assistance
- Time and attendance coordination
- Paid time off administration
Gold Plan Add On Services
- Health benefits integration
- 401(k) integration
- Time and attendance integration