NBS New Client Packet

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Dear Potential Partner,

We are thrilled to have you join our community of driven and successful professionals. At NBS, our mission is to deliver exceptional financial strategy, tax, bookkeeping, and business/organization services tailored to your unique needs. We pride ourselves on not just being your service provider but a trusted partner in your business journey.

As a valued client, you have exclusive access to our comprehensive suite of services and resources. These include our curated membership packages — Diamond, Platinum, Gold, and Silver — each offering a range of tools designed to propel your business forward, such as client education videos, tax templates, accounting checklists, and more.

Our commitment extends beyond just delivering outstanding services. We aim to educate and empower you with the knowledge and tools necessary for sustained success. Look forward to engaging virtual business workshops, dynamic in-person events, and invaluable networking opportunities to connect and grow with fellow entrepreneurs.

Enclosed in this packet, you'll find detailed descriptions of our services, pricing structure, and the many benefits that come with being part of our business community.

We believe in transparent and upfront communication; hence, our pricing and services are tailored to provide clear, measurable value. Should you have any questions or require tailored advice, our team is always here to support you.

Thank you for choosing NBS, Inc. We look forward to a fruitful partnership and being a part of your business's success story.

Warm regards,

The NBS Inc Management and Client Service Delivery Team

AboutNationalBusinessSolutions(NBS)

Paving the Way for Financial Growth

Since our establishment in 1992, National Business Solutions (NBS) has been dedicated to providing innovative and sound financial solutions to help individuals and businesses achieve greater success. With a mission to empower our clients through strategic financial management and growth, NBS stands as a beacon of integrity, innovation, and excellence.

Our Commitment

At NBS, we're not just advisors; we are partners in your success. Our team's strategic thinking, dedication to integrity, and unwavering commitment to excellence ensure that we consistently exceed client expectations.

NationalBusinessSolution(NBS)-ServicesOverview

FinancialManagementandBookkeeping

Financial Management and Bookkeeping

Tax Preparation

Electronic Filing

Bookkeeping & Accounting

Financial Consulting & Training

Business & Church Management

Consulting for Churches and Businesses

Management Services for Operations and Strategy

Payroll Services

Payroll Processing and Management

Printing and Distribution of W-2s

Issuance of 1099s for Contractors

Handling of Payroll Taxes and Filings

Payroll Consultation and Compliance

Workshops, Seminars, and Special Events

Hosting and Managing Workshops & Seminars

Organizing Corporate and Community Events

Providing Space Rentals for Events and Meetings (The Paratorium)

Other Business Solutions

Business Development Strategies

Debt and Finance Management

Grant Writing and Management

Human Resource Consulting

Insurance and Investment Advising

MeetDr.JamieUpshaw

Dr. Jamie Upshaw, the CEO of National Business Solutions, brings a wealth of expertise and experience to her role. With a deep understanding of business dynamics and financial strategy, Dr. Upshaw has been instrumental in steering NBS towards new heights of success and innovation. Her leadership, founded on principles of integrity, transparency, and commitment to excellence, inspires a culture of continuous improvement and client-focused service at NBS.

Dr. Jamie Upshaw, with her profound experience of over 40 years in Federal Tax Law, stands as a beacon in the realms of accounting, tax training, and business consulting. Her role at NBS Inc. extends beyond leadership; she's also a managing member, underwriter, and senior consultant for seven subsidiary companies, exemplifying her versatile expertise and strategic thinking.

Educational and Professional Journey

A graduate of Interfaith University and SMTI Bible College, Dr. Upshaw's education underpins her comprehensive knowledge and exceptional skills. She has continuously evolved, shaping herself as a global consultant, coach, and contracted CFO, thus widening her spectrum of influence across various industries.

Contributions and Achievements

Diverse Expertise: Specializing in accounting, taxes, business management, and more, she expertly guides individuals, businesses, and non-profits toward success.

Speaking Engagements: Featured at conferences like "The Market Place," and "Small Business Made Simple," her talks on financial empowerment and strategic planning are highly acclaimed. Publications and Media Presence: Author of books like "The Hurts That Only God Can Heal," and host of "Ask Dr. Jae," she leverages multiple platforms to share her knowledge.

Community Impact: Founder of Royal Priesthood International Ministries and Life Impacting Ministries & Business (LIMB), she's dedicated to serving communities globally with compassion and integrity.

Honors and Recognition

Dr. Upshaw’s exemplary service and leadership have earned her numerous accolades, including the Golden Rule Award (2016) and recognition as a Good Will Ambassador by IChange Nations' Global Leadership. She has also been honored for her community service, notably receiving the Hometown High Achievers Award in 2006.

Personal Mission

Whether as a prophetic teacher, entrepreneur, or motivational speaker, Dr. Upshaw’s core mission remains steadfast – to inspire, uplift, and transform lives. Her profound commitment to fostering teamwork, accountability, and credibility makes her not just a leader but a true visionary in her field.

MeetAungelitaWilliams

President,NationalBusinessSolutions

As President of National Business Solutions, Aungelita Williams embodies the spirit of strategic growth and innovative financial solutions. With her keen insights into market trends and a client-centric approach, she has played a pivotal role in shaping the company's vision and strategy. Her dedication to providing clients with exceptional service and tailored financial solutions has been central to NBS's reputation as a trusted leader in financial services.

Aungelita Williams, with her profound expertise spanning over 25 years, stands as a beacon of innovation and operational excellence in both the educational and business realms. Her journey, marked by significant roles ranging from an Educator Training Coordinator to Director of Conference Operations, and now as Director of Operations at National Business Solution, Inc., illustrates a dedication to educational enhancement and strategic business management.

Educational Background

Master of Arts in Creative & Innovative Education

Georgia State University, 2023, Atlanta, GA

Master of Business Administration

Troy State University, 2002, Phenix City, AL

Bachelor of Science in Management Information Systems

Auburn University, 2001, Auburn, AL

Previous Experience

Aungelita's career also spans roles in teaching, operations analysis, and risk management, underscoring her versatility and commitment to operational and educational excellence.

Professional Profile

Aungelita's career is marked by her adeptness in:

Strategic and Business Planning

Operations and Risk Analysis

Training and Curriculum Development

Event Management and Logistics

Project Management and Execution

Personal Mission Statement

Aungelita is dedicated to empowering individuals and organizations by bridging the gap between business acumen and educational innovation. With a heart firmly rooted in education and a mind attuned to strategic business operations, her mission is to guide and enlighten clients in understanding and managing their businesses. She commits to fostering an environment of transparency and integrity, where open and honest communication is paramount. Aungelita's focus is not on controlling, but on partnering with clients to ensure they are fully informed and actively participating in their journey towards business excellence and educational empowerment. Her vision extends beyond mere success to the cultivation of knowledgeable, self-sufficient, and ethically-driven leaders in the business and educational communities.

BasePriceofServices

Notes:

BasePriceofServices(Continued)

Initial Review: An upfront fee for the initial financial review helps us to establish the baseline for your business needs. This is typically credited back if the client signs up for ongoing services.

1 Variable Pricing: For services like tax preparation or audit support, we have listed a base price range and sometimes based on the complexity or size of the business thes prices may be increased.

2. Packages: After initial review, we often propose bundled services at a discounted rate. For example, a yearly package including bookkeeping, tax preparation, and quarterly financial strategy consultations might appeal to small business clients.

4.

3. Custom Quotes: For services not easily standardized, like business plan development, we provide customized quotes based on the client's specific needs.

MembershipPackages

Diamond Package

Description: Our premium offering designed for businesses seeking comprehensive financial management and personalized support

Includes: Monthly bookkeeping, annual tax preparation, quarterly financial strategy sessions, unlimited email support, priority booking for workshops, access to all virtual and in-person workshops, complete access to the client education portal (videos, templates, checklists), and exclusive networking events.

Pricing: $2,497/month

Gold Package

Description: Great for small to mid-sized businesses focusing on streamlined financial management and foundational knowledge

Includes: Quarterly bookkeeping, annual tax preparation, annual financial strategy session, access to most virtual workshops and select inperson workshops, access to essential resources in the client education portal, and participation in standard networking events.

Pricing: $947/month

Platinum Package

Description: Ideal for growing businesses needing regular financial insight and resources for expansion

Includes: Monthly bookkeeping, annual tax preparation, bi-annual financial strategy sessions, email support, access to all virtual workshops and select in-person workshops, full access to the client education portal, and inclusion in networking events.

Pricing: $1,297/month

Silver Package

Description: Tailored for startups or small businesses needing basic bookkeeping and financial guidance

Includes: Semi-annual bookkeeping, annual tax preparation, access to basic virtual workshops, limited access to the client education portal, and standard networking opportunities

Pricing: $597/month

ReadytoGetStarted?

Embarking on your journey towards financial clarity and business success with National Business Solution, Inc. (NBS) is just a few steps away! Let’s begin this partnership with a clear path forward. Here's what you need to do:

�� Your Getting Started Checklist:

1.

Understand Your Needs: Identify the key areas where you need assistance whether it's tax preparation, payroll services, financial consulting, or any of our other expert offerings.

2.

Gather Relevant Documents: Have your recent tax returns, financial statements, payroll information, and any other pertinent records at hand.

Set Your Goals: Think about your short-term and long-term financial and business objectives. Knowing what you want to achieve helps us tailor our services to your exact needs.

4.

3. Prepare Your Questions: Jot down any queries or concerns you might have. We’re here not just to offer services, but to become your trusted advisor

5.

Schedule a Consultation: Contact us to set up an initial meeting. This can be a great opportunity to discuss your needs, ask questions, and understand how NBS can help.

6.

Fill Out the Client Data Intake Form: This crucial step provides us with the essential information to begin our work together effectively.

7.

Schedule Your On-Site Review: We will provide the scheduling options once your Intake form has been reviewed, typically 24-48 hours.

Review and Agree to Terms: We will provide you with a detailed agreement outlining our services, fees, and what you can expect from our partnership. 8. Get Ready to Transform Your Business and Financial Management! 9.

Ready to take the first step?

�� Click here to access our Client Data Intake Form

Or scan the QR code to get started:

We look forward to partnering with you and setting the foundation for your future success!

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