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Flat Fees
Know the price up front—no surprises, no commissions.
Everything you need to move your money forward.
Flat fees. No commission-based compensation. Only pay for the services you need—delivered by people who actually pick up the phone.
- ✔ Straightforward process, not a second wasted
- ✔ Secure, paperless, and on time
- ✔ Proactive support & clear communication
Why AiONE
What we do
Simple, flat-fee services—tailored for individuals and businesses.
For Individuals
Everything you need for your personal finances—clear, fast, and compliant.
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Credit
- Credit review & action plan
- Score coaching & monitoring
- Realistic timelines & milestones
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Insurance
- Health, Life & Supplemental
- Lowest rates via virtual process
- Agents who care about your budget
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Investments
- Transparent growth projections
- Monthly contribution modeling
- No commission-based comp
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Taxes
- Accurate & compliant filing
- Year-round planning
- Paperless, secure, on-time
For Businesses
From launch to scale—finance ops that keep your company moving.
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Business Solutions
- Starter / Advanced / Pro
- Branding, site, email, incorporation
- Launch fast—with a single team
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Payroll
- Full-service payroll for any size
- Automated filings & pay runs
- Onboarding & year-end support
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Bookkeeping
- Monthly closes & reconciliations
- Clean P&L / Balance Sheet
- Audit-ready financials
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Insurance
- General Liability & Umbrella
- Workers’ Comp & Commercial Auto
- Fast quotes, top carriers
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Taxes
- Business filings & state nexus
- Entity optimization
- Ongoing planning & notices
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Business Loans
- Funding guidance & prep
- Financial package support
- Bank & lender ready
Lead a comfortable life while we take care of your finances.
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Individuals Helped
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Businesses Helped
One partner. Flat fees. Faster outcomes.
Taxes, payroll, bookkeeping, insurance, and investments—handled by one team that moves quickly and keeps you fully in the loop. You’ll always know the price, the timeline, and the next step.
Stop juggling vendors and start getting results. We’ll set you up, keep you compliant, and help you grow—without the runaround.
Ready when you are.
Tell us what you need help with—we’ll map out the fastest, clearest path and quote a flat fee.
