MBS Products & Services Reference Guide
MR. BUSINESS SOLUTIONS
Helping small business owners stop wearing every hat

Products & Services Reference Guide
Business Advisor Edition  |  Confidential  |  May 2026

This guide is your complete reference for every Mr. Business Solutions product and service. Use it to match client needs to the right offering, quote accurately, and present Mr. Business Solutions as the professional, full-service platform it is.

PLATFORM — Monthly Subscriptions
ServicePriceDescriptionWho It's For
Essential$99/moCore CRM, 1 pipeline, basic automations, calendar, invoicing, forms. Up to 2 users / 1,000 contacts.New or small business owner just getting started with automation and CRM.
Executive$299/moEverything in Essential + unlimited workflows, AI tools, reputation management, social planner, email marketing. Up to 5 users / 5,000 contacts.Growing business ready to automate follow-up, marketing, and team coordination.
Platinum$499/moEverything in Executive + Business Blueprint access, communities, affiliate manager, blog, advanced reporting, unlimited users and contacts, priority support.Established business owner who wants the full platform plus business credit coaching.
AI Employee (Add-On)$147/moVoice AI, Conversation AI, Reviews AI, Content AI. Rebilled at $199/mo to client.Any business that needs 24/7 AI responses, missed-call handling, or automated reviews.
Annual Data Storage$299/yrInvoiced separately 12 months after client start date. Covers platform data retention.All active clients — invoiced automatically at the 12-month mark.
Website & Business Suite$1,300/moFull Platinum platform plus professional website design and dedicated hosting. Custom plan.Business owner who needs both a professional website and the full automation platform.
* Usage costs (SMS, calls, emails, AI executions) are billed separately per consumption.
BUSINESS BLUEPRINT PROGRAM — Credit Foundation & Funding
ServicePriceDescriptionWho It's For
Single Payment$6,000Full program paid upfront. Includes personal credit services for 1 owner. Add 2nd partner for $800.Business owner who can pay upfront and wants to save $2,000 vs the payment plan.
Down Payment$3,000Initial payment to start the program. Followed by 10 monthly payments of $500.Business owner who needs to spread the cost over time. First payment to get started.
Monthly Payment$500/moOngoing monthly payment (10 months) after the $3,000 down payment. Total: $8,000.Existing Blueprint client on the payment plan. Billed automatically each month.
* Includes: business formation & compliance, credit bureau establishment, Tier 1–4 credit development with NAV reviews, funding education, and brokerage assistance. NOT a software program.
INVOICING & COLLECTIONS — Done-For-You Managed Service
ServicePriceDescriptionWho It's For
Standard$250/moInvoice creation and delivery, payment tracking, basic follow-up. Up to 5 clients/products.Small service business tired of chasing payments manually. Up to 5 active clients.
Professional$499/moFull invoice lifecycle management for 6+ clients, SMS/email follow-up, collections escalation.Growing business with 6+ clients who need automated follow-up and collections support.
Enterprise$750/moComplete done-for-you collections including Voice AI escalation, late fees, and bureau reporting warnings.Business with high invoice volume and chronic late payers who need aggressive collections.
REPUTATION MANAGEMENT
ServicePriceDescriptionWho It's For
Capture$99/moReview request automations, QR cards, post-visit SMS/email triggers.Business with few reviews that needs a system to consistently ask for them.
Amplify$249/moEverything in Capture + review widgets on website, social proof integration, schema markup.Business with good reviews that wants to showcase them across their website and social.
Protect & Report$499/moEverything in Amplify + review alerts, response playbooks, dispute workflows, weekly/monthly scorecards.Business in a competitive industry where negative reviews can cause significant damage.
TEXAS SECRETARY OF STATE FILING SERVICES — One-Time Fees
ServicePriceDescriptionWho It's For
Certificate of Formation$399File new LLC or Corporation with TX SOS.Entrepreneur starting a new business who needs an official Texas entity.
Amendment$249Modify existing entity documents on file with TX SOS.Business owner who changed address, added a member, or updated operating terms.
Name Change$249Officially change the registered name of an existing business entity.Business owner rebranding or correcting the legal name on their entity.
Registered Agent Change$99Update the registered agent on file with TX SOS.Business owner who moved or whose previous agent is no longer available.
Assumed Name (DBA) Filing$99Register a trade name or DBA for an existing entity.Business owner operating under a different name than their legal entity name.
Out-of-State Registration$499Register a foreign entity to do business in Texas.Out-of-state business expanding operations into Texas.
Entity Dissolution$149Officially close and dissolve a Texas business entity.Business owner closing their company and needing to properly dissolve the legal entity.
Name Reservation$99Reserve a business name with TX SOS before formation.Entrepreneur who wants to secure a business name before they're ready to form.
Certified Copy & Document Retrieval$150Obtain certified copies of business documents from TX SOS.Business owner needing official copies for a bank, lender, or legal proceeding.
Apostille & Authentication$149Authenticate TX SOS documents for international use.Business owner doing business internationally who needs authenticated documents.
Expedited Filing (Add-On)$150Rush processing add-on for any TX SOS filing.Anyone with a time-sensitive filing deadline who can't wait standard processing time.
Entity Conversion$399Convert an existing entity type (e.g., LLC to Corporation).Business owner whose needs have grown beyond their original entity structure.
* Filing services only — not legal advice. MBS is not a law firm.
TEXAS FRANCHISE TAX SERVICES
ServicePriceDescriptionWho It's For
PIR Filing$199Annual Public Information Report filed with TX Comptroller by May 15. Required for ALL Texas entities.Every Texas LLC or Corporation — this filing is required annually regardless of revenue.
PIR + Return Filing$299PIR plus full Franchise Tax Return. For entities with revenue above $2.65M.Texas business with over $2.65M in annual revenue who owes franchise tax.
Reinstatement — Tier 1$4951 year of back filing. Reinstate entity that lost good standing.Business owner who missed 1 year of filings and needs to restore their entity status.
Reinstatement — Tier 2$9952 years of back filing.Business owner who missed 2 years of filings.
Reinstatement — Tier 3$1,9953+ years of back filing.Business owner with 3 or more years of missed filings needing full reinstatement.
* Filing service only — not tax advice. Clients with complex situations should consult a CPA.
BUSINESS FORMATION & COMPLIANCE
ServicePriceDescriptionWho It's For
Business Formation Package$499Done-for-you entity formation: consultation, Articles of Organization/Incorporation, EIN, Operating Agreement, compliance checklist.Entrepreneur who wants their business set up correctly from day one without doing it themselves.
BOI Filing$199Beneficial Ownership Information filing with FinCEN. Required for most U.S. entities formed after Jan 1, 2024.Any business formed after January 1, 2024 — this federal filing is legally required.
Annual Compliance Package$299/moOngoing compliance monitoring and annual filing management.Business owner who wants to stay in good standing without tracking deadlines themselves.
Registered Agent Service$129/yrMBS serves as registered agent on file with TX SOS for the client entity.Business owner who wants a professional registered agent instead of using their home address.
AI & AUTOMATION SERVICES
ServicePriceDescriptionWho It's For
AI Appt. Setup — Basic$750Initial AI appointment booking setup for single calendar.Solo service provider or small team wanting to automate appointment booking.
AI Appt. Setup — Premium$1,250Multi-calendar AI booking with custom scripts and integrations.Service business with multiple staff members or service types needing smart routing.
AI Appt. Setup — Enterprise$2,500Full enterprise AI system with multi-location, advanced routing, custom workflows.Multi-location business needing a fully customized AI booking operation.
AI Appt. Mgmt — Basic$297/moOngoing management and optimization of a basic AI appointment system.Client with a basic setup who needs monthly maintenance and performance tuning.
AI Appt. Mgmt — Premium$497/moOngoing management for premium multi-calendar AI systems.Client with a premium setup requiring regular monitoring across multiple calendars.
AI Appt. Mgmt — Enterprise$797/moFull ongoing enterprise AI appointment management.Multi-location client needing full enterprise-level monthly management.
Scheduling System Setup$297One-time setup of a standard appointment scheduling system.Business owner who needs a basic scheduling system without AI components.
Marketing & Ads Management$1,497/moDone-for-you Meta ads management, creative direction, monthly reporting, ongoing optimization.Business owner with an ad budget who wants someone else to run and optimize their campaigns.
WEBSITE & DIGITAL SERVICES
ServicePriceDescriptionWho It's For
Custom Funnel Build — Standard$995Landing page, lead capture, thank you page, email follow-up sequence.Business owner running ads or promotions who needs a dedicated lead capture page.
Custom Funnel Build — Advanced$1,500Multi-step funnel with upsells, downsells, custom automations, and integrations.Business with multiple offers who needs a complete automated sales flow.
Content Management — Starter$297/moMonthly content management: social posts, basic copy updates.Small business owner who needs consistent social presence but has no time for content.
Content Management — Advanced$597/moFull content management: blog, social, email campaigns, landing page copy.Business that needs full content strategy across multiple channels managed monthly.
Website + Email Hosting$99/moWebsite hosting and professional email hosting for client domains.Any client with a website and custom email address that needs reliable managed hosting.
FINANCIAL & BUSINESS ADVISORY
ServicePriceDescriptionWho It's For
Bookkeeping Management$250/moMonthly bookkeeping — transaction categorization, reconciliation, monthly reports.Small business owner managing finances in spreadsheets or falling behind on books.
Virtual CFO Oversight$749/moStrategic financial oversight — cash flow management, financial reporting, growth planning.Growing business needing executive-level financial guidance without hiring a full-time CFO.
Business Plan — Standard$750Professional business plan: executive summary, market analysis, financial projections.Entrepreneur who needs a business plan for a loan, investor pitch, or strategic clarity.
Business Plan — Advanced$1,000Comprehensive investor-ready business plan with detailed financials and competitive analysis.Business owner preparing for significant funding, a bank presentation, or investor meeting.
Funding Document Preparation$197Preparation of documents needed for business funding applications.Business owner applying for a loan or line of credit who needs help organizing documents.
Business Consultation$25Single consulting session via calendar. Applied toward any service upon sign-up.Prospect who needs one conversation before committing. $25 applied to any service.
Let's Talk Business!$0Free intro call. No pitch. Just a conversation to understand the business.Cold leads. Use this to get the first call scheduled with any new prospect.
ADVISOR QUICK TIPS
Lead with pain, not featuresAsk: "What takes up most of your time right now?" Then match a service to the answer.
Platform first, services secondEvery client should be on a platform plan. Services are add-ons. Start with Essential ($99), upgrade from there.
Blueprint is a program, not softwareBusiness credit foundation — formation, compliance, credit tiers, funding education, brokerage. NOT a platform feature.
White-label alwaysAlways say "our platform" or "the Mr. Business Solutions platform." Never reference third-party software names.
Filings are filing service onlyMBS is not a CPA or law firm. Never use "accounting," "tax advice," "legal advice," or "attorney" language with clients.
Use Let's Talk Business for cold leadsFree $0 booking. Get the call scheduled before pitching any paid service. Lower the barrier to entry.