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power up your progress
Tool Kits
Equip your firm with time-saving tools
Ready to focus on what fuels you instead of frustrating operational burdens? Emerald Members can fast-track success with Tool Kits designed to take the stress out of back-office setup and operations.
With streamlined systems, smart strategies, and simplified tech tools put in place for you, you'll free up time and get to your goal line faster!
Essential Kit
$3,425
Why walk when you can run? Get to the good stuff faster with the essentials!
RIA Registration
Books Set Up & Quickbooks Discount
Exclusive Swag
Power Kit
Most Popular
$10,033
Set yourself up for success faster with the power to focus more on your clients from day one.
Standard Compliance Foundations
Books Set Up & Quickbooks Discount
Marketing / Branding Group Coaching Intensive
Exclusive Swag
Platinum Kit
$15,059
Looking for the most support right away? Focus on what you do best and let us do the rest.
Enhanced Compliance Foundations
Books Set Up & Quickbooks Discount
Marketing / Branding Group Coaching Intensive
Two 1-on-1 Coaching Calls
Exclusive Swag
