Services

Flagship Offering
Mastermind & Coaching
Marketing
Tax, Payroll, & Accounting
Consulting
Benefits
Join Our RIA
Flagship Offering

RIA Launch

We Will Launch Your RIA to Double Your Profits and Accelerate Your Growth.

RIA Launch Pro

Essential Launch Services

Pre-Launch Prep

  • Current Business Evaluation
  • Pre-Launch Planning & Checklist
  • Firm Software Set-Up

Launch Week

  • Final Pre-Launch Consult
  • Launch Day Coaching

Post-Launch Progress

  • Access to AccelRIA Benefits
  • 2 Months of the Mastermind for the price of 1 (2:1)
Target Price:

15% of Profit Increase

Get Started!

RIA Launch Premium

Everything in “Pro” plus:

Pre-Launch Prep

  • Client Communication Coaching
  • Account Transfer Prep
  • White-Label Firm Docs

Launch Week

  • Prep & Send Email Client Email
  • Send and complete all Account Transfers

Post-Launch Progress

  • 2 More Months of the Mastermind for the price of 1 (4:1)
  • 1 One-one-One Coaching Session.
Target Price:

20% of Profit Increase

Get Started!

RIA Launch Platinum

Everything in “Premium” plus:

Pre-Launch Prep

  • Free Website Launch

Launch Week

  • 30 Hours of Dedicated Operations Support

Post-Launch Progress

  • Lifetime Access to Benefits
  • 3 Months of Operations Training
  • 2 More Months of the Mastermind for the price of 1 (6:1)
Target Price:

30% of Profit Increase

Get Started!

Mastermind & Coaching

AccelRIA Mastermind

  • Monthly Meeting with 4-6 Driven Peers
  • Action and Accountability Focused Sessions
  • Inspiration and Information to Boost Results
  • Private Podcast and Plug & Play Deliverables
  • Potential for Deep Life-Long Friendships
Price:

$599/mo

Apply to Join

One-on-One Coaching

  • Weekly or Monthly Coaching Sessions.
  • Deep Accountability to what is important to you.
  • Direct insights into overcoming obstacles.
  • Direct challenges to perform at your best.
  • Integrate personal life with business life.
Starting at:

$1,199/mo

Get Started!

Marketing

Website

Get a Website that Works.

  • Homepage that Converts
  • Full Page Set
  • Lead Magnets
  • Built for SEO
$1,999-$4,999 to Launch +

$499/Mo

Get Started!

Blog, Podcast, & Video

100% Original Content in Your Voice.

  • Weekly, Bi-Weekly, or Monthly
  • SEO’d Blog Posts
  • Self or AI-Recorded Podcast
  • 4K Vodcast & YouTube
Starting at:

$599/Mo

Get Started!

Authored Book

The Ultimate Business Card.

  • Prove Your Expertise
  • Deliver Value
  • Inspire the Why
  • You are the How
Starting at:

$14,900

Get Started!

Tax, Payroll, & Accounting

Tax & Payroll

Essential Launch Services

  • Regular payroll processing
  • Quarterly 941 and UI Filing
  • 1120 Annual Filing
Starting at:

$299/Mo

Get Started!

Accounting

Tax & Payroll plus:

  • Income and Expense Keeping
  • Quarterly Tax Planning
  • Vendor Paying/Invoicing
Starting at:

$599/Mo

Get Started!

Billing

Accounting plus:

  • Billing software management
  • Quarterly billing prep
  • Billing execution and sorting
Starting at:

$799/Mo

Get Started!

Consulting

Business Admin Consulting

Are you starting a business for the first time? Want to DIY your accounting, payroll, and business admin? We will show you how. You’ll learn:

  • How to structure and launch your business entity.
  • How to bill, track, organize revenue and expenses.
  • Best Practices for compliance and admin management.
  • Train your staff in key areas.
Price:

$1,990

Schedule Consulting Call

Business Strategy Consulting

Launching your own firm, especially with a team, can be tough. We’ll teach you what you need to do and keep you accountable for executing your vision. We’ll help you:

  • Understand the Success Stratetree.™
  • Create a Vision & Goals for You and Your Firm.
  • Implement the Success Cycle with your Team.
  • Optimize Team Meetings and Communication.
Starting at:

$5,990

Schedule Consulting Call

Behavioral Investing Consulting

  • Ditch the Performance-Chasing Rat Race
  • Learn to Manage Your Clients, Not Their Returns
  • Simplify Your Investment Management Process
  • Get hundreds of hours back in your life.
Price:

$2,990

Schedule Consulting Call

Tax & Estate Planning Consulting

  • Learn how to implement Tax Planning into your business.
  • Learn how to implement Tax Preparation into your firm.
  • Learn how to implement Estate Planning & Documents.
  • Learn how to Price it and Do it all Compliantly.
Price:

$2,490

Schedule Consulting Call

AccelRIA Benefits

These benefits are included with any ongoing AccelRIA service or lifetime access through RIA Launch Platinum.

  • Discounts on RIA Registration and Compliance Support
  • Higher Insurance Payout through Insurance Brokers
  • Technology Discounts
  • Discounts on Pay-Per-Use Services

Does launching an RIA sound like too much work?

Join Our RIA as a DBA

Benefits

  • 10x Easier to Join than to Start.
  • Create Your Own Branded “Firm” as a DBA of Us.
  • SEC Registration (All States, Testimonials, Etc.).
  • Mastermind, Website, Marketing, & Consulting Included.
  • Access to In-House Tax Prep & Estate Planning Services.
  • Tech Stack, Billing, and Compliance Included.
  • Access to Operations and Back-Office Support.
  • Cost: Value-Based Regressive Grid.

Requirements

Apply to Join

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