Financial Education

Managing money can feel overwhelming, but the good news is—it’s never too early or too late to start taking control of your financial future.
At Elm Rose Premier Services, our licensed financial educators provide clear, practical guidance to help you make informed decisions about your money.
We offer free workshops and personalized sessions designed to help you:​

Increase Cash Flow

Debt Management

Emergency Fund

Proper Protection

Savings & Wealth

Asset Accumulation Strategies

Funding for College/ University

Planning for Retirement

Utilizing Tax-Advantaged Vehicles

Your health & Wealth

Estate Preservation

& More​

Bring Financial Education to Your Business or Community

At Elm Rose Premier Services, we believe practical financial knowledge is an important part of long-term stability and success. That’s why we offer our Mobile Classroom—a convenient way to bring professional financial education directly to your business, organization, or community.

Our classes are designed to provide straightforward, easy-to understand guidance on key financial topics. Sessions can be tailored for employees, clients, or community groups, and are offered at your location, free of charge.​

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Whether you prefer group classes, one-on-one coaching, or virtual consultations, we provide flexible options to fit your schedule and goals.
For business owners, we also offer programs that can give your employees valuable financial tools—supporting stronger teams and better workplace satisfaction.
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Entrepreneur Support 

Ready to transform your idea, side venture, or existing business into a well-structured, compliant, and sustainable enterprise?

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At Elm Rose Premier Services, our Entrepreneur Support Services are designed to guide you through the essential steps of business development—so you can focus on growth while we help with the details.

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Whether you’re launching a new venture, expanding operations, or preparing for a transition, Elm Rose Premier Services provides reliable support with the paperwork, compliance, and organizational tools you need.​

What We Offer

Business Formation (State & Federal)

• Guidance on choosing the right business structure

• Assistance with filings and registration for LLCs, corporations, and other entities

• Compliance support for state and federal requirements

Human Resources & Hiring Support

• Guidance on employee onboarding and documentation

• Assistance with employee handbooks and workplace policies

• Tools to support compliance with employment standards

Management & Operational Contracts

• Support in organizing and preparing essential agreements

• Guidance on vendor, service, and partnership contracts

• Clear frameworks to help protect your business relationships

Business Transition & Dissolution

• Step-by-step support for smooth business closure when the time comes

• Assistance with documentation and compliance requirements

Ongoing Business Services & Compliance

• Updating internal policies and procedures

• Help with routine filings and business maintenance

• Flexible support for evolving business need​

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Why Choose Elm Rose Premier Services?

✔ Practical guidance for every stage of business
✔ Support that saves time and reduces stress
✔ Affordable services tailored to entrepreneurs
✔ Professional, approachable, and compliance-focused​

Get Started Today- Your business deserves a strong foundation!​

Elm Rose Premier Services provides business development, bookkeeping, and administrative support services. We are not attorneys and do not provide legal advice. ​

1. Startup Essentials Bundle

For new entrepreneurs, side hustlers, and startups

• Business formation assistance (LLC, Corporation, DBA)

• EIN application and setup

• Business license and permit research (state & local)

• Bookkeeping system setup (QBO or ERPS)

• Domain registration assistance

• One-hour consulting call to outline compliance needs

• All Notary Acts and Recording Fees covered by Elm Rose Premier Services\

💲 Flat-rate: $900 –$1,200 one-time

(depending on business type)​​​

2. Growth & Compliance Bundle

For established businesses ready to expand

• Annual business filings reminders & compliance support

• Digital employee handbook assistance (customized to industry standards)

• HR forms & onboarding packets (non-legal)

• Vendor & service contract templates (practical use only)

• Financial tracking reports (quarterly summaries)

• Two strategy consultations per year

• 3 webinars or in-person classes included

💲 Flat-rate: $1,200–$1,800 per year​

Legacy Planning Support

-Non-Attorney Estate Planning Services-​

Protect Your Legacy with Professional Legacy Planning Support

Planning ahead is one of the most valuable steps you can take for yourself and your family. At Elm Rose Premier Services, we provide non-attorney legacy planning support to help you stay organized, document your wishes, and prepare important records for the future. Our role is to guide you through the process and connect you with trusted resources, so you can move forward with confidence.

Our Legacy Planning Support Includes:

Document Preparation Support

• Financial Data:

• Guidance to create wills, powers of attorney, health care directives, and other key documents

• Step-by-step assistance 

• Clear instructions to ensure nothing important is overlooked

 Organization & Readiness

• Help gathering and categorizing personal, financial, and medical records

• Tools for tracking assets, accounts, and beneficiary information in one place

•  Insurance, Farm, Rach Records, Business Ownership.

Education & Guidance

• General education on common estate planning concepts (wills, trusts, powers of attorney, beneficiary designations, special needs trusts)

• Clarifying how documents can fit into your overall planning—without legal recommendations

• Support that empowers you to make informed choices 

Why It Matters

Taking the time to plan ensures your wishes are understood, your affairs are in order, and your loved ones are not left struggling with uncertainty.

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Why Clients Choose Elm Rose Premier Services

Why Choose Elm Rose Premier Services?

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• Affordable, Flat Rates – Instead of paying hundreds of dollars per hour to an attorney, our service bundles give you clear, all-inclusive pricing.

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• ​All-in-One Convenience – Our packages include notary services, witnesses, and a professionally bound record book—everything you need to stay organized.

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• Local and Accessible – We’re committed to making professional support available without the stress of downtown law firm pricing. Offering flexible 7 days a week extended hours services to accommodate schedules.

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Attorneys in Texas often charge $1,200 to $5,000 for estate plans or trust work. Our packages start at just $495, giving you a cost-effective alternative while ensuring your family and business stay prepared and protected.

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Important Disclaimer

Elm Rose Premier Services provides non-attorney estate planning support services. We are not a law firm and do not provide legal advice. Our services focus on education, organization, and document preparation support  For legal advice we encourage you to consult with a licensed attorney.

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Financial Management & Support

Clarity. Accuracy. Confidence.

At Elm Rose Premier Services, we know that managing your finances is about more than just numbers—it’s about peace of mind and building a strong foundation for your future. That’s why we provide reliable bookkeeping and financial support services. Our goal is simple: to keep your records accurate and up to date so you can focus on running your business.

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All Packages Include:

✔ Maximized tax-savings monthly bookkeeping
✔ Secure online client portal
✔ Bank/credit card reconciliations
✔ Quarterly financial summaries (management-use only)
✔ Year-round support

Packages

Can-Do Bookkeeping – $200/year

A budget-friendly option for self-starters.

• Access to a Google Doc + coding guide to record your own transactions

• Step-by-step instructions to keep your books organized throughout the year

• Email support for setup questions

• Bonus: If your books are up to date and properly coded, you’ll receive $100 off your Schedule C tax return

Ideal for freelancers, sole proprietors, and side businesses who want a low-cost solution with tax savings.

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Starter Plan – $175/month

For freelancers, contractors, and side businesses (up to 50 transactions per month).

• Income & expense tracking

• Bank reconciliation (1 account)

• Basic quarterly financial summary

• Email support

Business Plan – $350/month

For growing businesses (up to 150 transactions per month).

• Complete income & expense tracking

• Bank reconciliation (up to 3 accounts)

• Monthly financial summaries

• Contractor payroll assistance (up to 5 contractors)

• Quarterly check-in meeting

Premier Plan – $600/month

For established businesses (up to 300 transactions per month).

• Complete bookkeeping management

• Bank reconciliation (up to 5 accounts)

• Quarterly financial summaries

• Contractor payroll assistance (up to 15 contractors)

• Quarterly tax estimate preparation

• Priority support & scheduling

Elite Business Plan – $850–$1,200/month

Designed for larger businesses, multi-location operations, or higher transaction volume.

• Monthly bookkeeping for up to 500 transactions (custom quote for additional)

• Full payroll processing (up to 20 contractors, handled through third-party platforms)

• Quarterly & annual financial summaries (P&L, Balance Sheet, Cash Flow)

• Priority support with same-day response

• 1 annual business return included (S-Corp, Partnership, or C-Corp)

• 1 annual personal return for owner(s) included

• Custom chart of accounts tailored to industry needs

Add-On Services

• Additional transactions: $50 per 100

• Payroll add-on: starting at $75/month (processed via secure third-party platforms; no client funds are held by Elm Rose Premier Services)

• Catch-up bookkeeping: $200 per month needing cleanup

• Custom reports or industry-specific tracking: Quote provided

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Important Notes & Disclaimers

• Elm Rose Premier Services employs/ contracts qualified tax/bookkeeping preparers at different experience levels including AFSP/ EA/ CPA-  and is NOT a CPA firm and does not provide attestation or assurance services.

• All financial reports are for management purposes only and should not be considered audited, reviewed, or compiled financial statements.

• Payroll services are coordinated using secure third-party providers; Elm Rose Premier Services does not hold or disburse client funds directly.

• Client data is protected with secure, encrypted systems in compliance with IRS and state requirements.​

Elm Rose Premier Services provides business development, bookkeeping, and administrative support services. We are not attorneys and do not provide legal advice. 

Year-Round Tax Support

Tax Preparation Services

Trusted, Transparent, and Here All Year Long

At Elm Rose Premier Services, we’re committed to making tax preparation clear, affordable, and stress-free. Whether you’re filing for the current year or need help catching up on prior returns, we provide year-round support to individuals and small businesses across the country.

Our Services Include:

• Preparation of 1099s and W-2s

• Prior year tax returns (up to 10 yrs)

• Personal and small business tax filings

• Assistance with obtaining Employer Identification Numbers (EINs)

• Flexible refund solutions through Refund Advantage

Benefits for Our Clients:

• Tailored support for self-employed individuals and small business owners

• Assistance with multi-year and complex filings

• Educational events with tax tips and financial guidance

• Discounts and special offers available throughout the year

Convenient Service Options:

• Secure remote filing (nationwide)

• Hybrid and drop-off options

• Mobile services within 75 miles of Austin

• In-person consultations

Industries We Proudly Support:

• Performing artists & musicians

• Creative professionals

• Virtual assistants & remote workers

• Skilled trades (mechanics, plumbers, construction, HVAC)

• Tattoo artists & shop owners

• Real estate professionals

• Arts & crafts businesses

• Hairstylists and salon owners

• Freelancers & gig economy workers

(Just to name a few…)

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Why Choose Elm Rose Premier Services?

✔ Year-round availability
✔ Transparent, affordable pricing
✔ Support tailored to your needs
✔ Franchise Tax Reporting Assistance included

​Click here for rates and more!

Mobile Notary Service

Notary & Signing Services

Trusted. Reliable. Professional. At Elm Rose Premier Services, we provide certified notary and signing agent services to make document signing simple, secure, and stress-free. Whether you need a single notarization or full loan signing support, we ensure your documents are handled with care and accuracy.

Our Services

General Notary Work

• Acknowledgments, jurats, and oaths

• Power of attorney, affidavits, and consent forms

• Real estate documents, vehicle transfers, and more

Loan Signing Agent Services

• Purchase, refinance, home equity, and reverse mortgages

• Clear explanation of signing requirements (without offering legal advice)

• Accurate, on-time document completion for title companies, lenders, and borrowers

Flexible Appointment Options

• In-office signing appointments

• Mobile notary services (we come to you)

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Why Choose Elm Rose Premier Services?

✔ Certified, background-checked notary signing agents
✔ Flexible scheduling—day, evening, and weekend appointments available
✔ Professional, reliable, and confidentiality-focused service
✔ Options to fit your lifestyle

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