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My Prosperity Tree

Tired of the endless coaching programs promising you unrealistic results because they have the magic pill?

Growing a strong business is not magic, it comes from planting the right seeds and here is our secret. You have to plant more than one.

Every business consists of many different areas you need to grow, they include sales, marketing, finances, operations, and culture.

My Prosperity Tree, unlike most other programs addresses all of these areas not just one or two. Find out today how you too can plant the seeds you need to grow strong roots and build a business that will give you a life you love.

My Prosperity Tree will provide you with a team of experts that use precise formulas to determine key changes in operations and spending to run your business at optimal levels.

Enterprise Plan
Prosperity Tree
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Sprout Business Plan
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MPT Professionals become part of your management team
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Learn to structure your business according to a customized plan you design with our professionals
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My Prosperity Tree Mature

For those seeking hyper-growth and a lot of strategic insights

  • MPT Mature Plan
  • Bookkeeping (Weekly Reconciliation + 2 Week Close)
  • Business Tax Return
  • Sales Tax Filings
  • Year-End Financial statements Preparation
  • Government Tax Assistance Supper.
  • Coaching Calls (Monthly)
  • Cash Flow & Budgeting Services (Monthly)
  • Tax Planning Calls (Monthly)
  • Payroll Services
  • Bill Pay Services
  • Custom KPI Dashboard
  • CFO Support (Unlimited)
  • Bookkeeper Support (Unlimited)
  • Tax Audit Support
  • Response Time (Same Day)
  • Accounting Technology Subscriptions for QuickBooks Online or Xero

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Business plan
Sprout
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Seedling Basics
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MPT Professionals will take over your day to day operations (paying bills, recording payables/receivables, payroll, etc.
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Learn from our professionals how to identify weaknesses within your company and help you get better organized.
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Get access to Monthly meetings with MPT Professionals
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My Prosperity Tree Sprout

For those looking to take their business to the next level

  • MPT Sprout Plan
  • Bookkeeping (Monthly Reconciliation + 2 week close)
  • Business Tax Return
  • Sales Tax Filings
  • Year-End Financial statements Preparation
  • Government Tax Assistance Support
  • Coaching Calls (Quarterly)
  • Cash Flow & Budgeting Services (Quarterly)
  • Tax Planning Calls (Quarterly)
  • Payroll Services
  • CFO Support (3 Calls/Emails Per Month)
  • Bookkeeper support (Unlimited)
  • Response Time (1 Business Day)
  • Accounting Technology Subscriptions for QuickBooks Online or Xero

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Basic Plan
Seedling
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Weekly Bookkeeping to keep your finances clean
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Monthly Financial Statements
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Learn from our experts how to revamp your cashflow system
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Get quarterly access to MPT professionals
Learn More

My Prosperity Tree Seedling

For those looking to get their bases covered

  • MPT Seedling Plan
  • (Monthly Reconciliation + 4 Week Close)
  • Business Tax Return
  • Sales Tax Filings
  • Year-End Financial Statements Preparation
  • Government Tax Assistance Support
  • Coaching Calls (Annually)
  • Tax Planning Calls (Annually)
  • CFO Support (1 Email Per Month)
  • Bookkeeper Support (Unlimited)
  • Response Time (2 Business Days)
  • Accounting Technology Subscriptions for QuickBooks Online or Xero
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Services

  • My Prosperity Tree

Learn

  • My Prosperity Tree Show
  • Community

Contact

Where to find us:
650 Hawkins Ave STE 11
Lake Ronkonkoma, NY 11779
UNITED STATES

Questions? You can also contact us by phone or email
844.987.CBMS
info@cbms.co
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