CayDen Business Services For Solopreneurs

 

Empowering Financial Advisors & Small RIA's With Financial Clarity

You Focus On Building Your Financial Advising Business. We'll Take Care Of The Books & Accounting!

Financial Analyst
 

How It Works

You've taken control of your financial future by starting your financial advising business. Now let us help you take your business to the next level with professional back-office business services - Company formation, taxes, accounting, and bookkeeping services.

 

Getting started is simple

Here at CayDen, we’re big fans of S Corps. Why? Because the way you organize your business makes a big difference in how much you pay in taxes. And for most self-employed businesses, forming an S Corp could lead to big tax savings (link to benefits of an S Corp).  

When you become a member, you get your own accounting team and software to track and manage your finances.

  1. Tell us about your Business

  2. Talk to a Client Advisor

  3. Organize Your S Corp

  4. Meet your team and set up your personalized back office system

  5. Four quarterly check-ins each year

  6. Personalized Advice and Peace of Mind

 

Pricing

 

You didn't start your business to be your own accountant

 

$275/month

 

$2,970/year (Save 10%)

Business Formation

Item Subtitle

Accounting

Item Subtitle

Taxes

Item Subtitle

Bookkeeping

Item Subtitle

Payroll

Item Subtitle

Finance

Item Subtitle

Financial Reporting

Item Subtitle

Quarterly Review Meetings

Item Subtitle

 

Frequently Asked Questions

How much does CayDen For Business cost?

Enter your answer here. Be thoughtful with your answer, write clearly, and consider adding examples. Remember, your reader wants to know more about your company, so provide all the details you can.

What is CayDen For Advisors?

Enter your answer here. Be thoughtful with your answer, write clearly, and consider adding examples. Remember, your reader wants to know more about your company, so provide all the details you can.

What’s included in the price?

The monthly price includes filing a single-member LLC and S Corp tax election, getting your EIN and monthly bookkeeping services. You also get your very own accounting and tax advisor, who will file your personal and business taxes and give you year-round tax advice. All CayDen For Business plans include Gusto ($45/m value) and QuickBooks Online Essentials ($40/m value).

What services does CayDen offer?

With CayDen, you get accounting, monthly bookkeeping, payroll administration, S Corp formation, personalized tax advice, industry leading tools like Gusto and QuickBooks Essentials.

How does CayDen help with tax savings?

Your team of advisors is here to help you get the most out of your S Corp. We ensure that your bookkeeping is up to date and that your personalized tax advice is based on real, accurate numbers. (needs updating)

What’s not included in the price?

The price doesn’t include third-party fees (such as fees and taxes charged by your city, state or the federal government), business license filing fees and other license fees, which vary by city.