Preparation of business reports; business referral services, namely, promoting the goods and services of others by passing business leads and referrals to others; providing an on-line searchable database featuring referrals; referrals in the field of financial services; arranging and conducting incentive reward programs to promote the sale of financial services; incentive award programs to promote the sale of products and services of others; consulting services, namely, expert analysis and management consulting in economics and accounting; financial advisory and consultancy services, namely, financial and investment services, namely, asset and investment acquisition, consultation, advisory and development, financial advisory and consultancy services, investment consultancy, financial planning and investment advisory services

Software as a service (SAAS) services featuring accounting software; software as a service (SAAS) services featuring software for providing financial services; software as a service (SAAS) services, namely, hosting software for use by others for use in providing financial services; developing customized web pages featuring user-defined information; developing customized software in the field of financial services; providing a web site featuring technology that enables internet users to share documents, images and videos; providing an interactive website featuring technology that allows users to enter, access, and synthesize financial information and generate financial reports; accounting software; software for providing financial services; financial management software; software for use by others for use in providing financial services; software for use in collecting, editing, organizing, modifying, transmitting, storing, and sharing of data and information; providing a website featuring information in the field of financial services