Starter

Your annual investment is:
I want this!
Compared to: $33,500
  • Bookkeeper: $30,000
  • Tax Preparer: $1,500
  • CPA for Questions: $2,000

Professional

Your annual investment is:
I want this!
Compared to: $77,000
  • Accountant: $70,000
  • Tax Preparer: $3,000
  • CPA for Questions: $4,000

Scale

Your annual investment is:
I want this!
Compared to: $128,500
  • Controller: $110,000
  • Tax Strategist: $7,500
  • Profitability CPA: $10,000
"I do my own bookkeeping & payroll, but tax law scares me"

Tax Preparation

1040

Individual contributor in the mental health space with W-2 or 1099 income.

Starting at $1000

Sign up now

1120, 1120S & 1065

Solo practice owner with Schedule C business activity

Starting at $2,500

Sign up now

Schedule C

Group practice with Schedule C business activity

Starting at $3,000

Sign up now

Starter

Your annual investment is:

$4,800

I want this!
Compared to: $33,500
  • Bookkeeper: $30,000
  • Tax Preparer: $1,500
  • CPA for Questions: $2,000

Professional

Your annual investment is:

$12,000

I want this!
Compared to: $77,000
  • Accountant: $70,000
  • Tax Preparer: $3,000
  • CPA for Questions: $4,000

Enterprise

Your annual investment is:

$ 28,800

I want this!
Compared to: $128,500
  • Controller: $110,000
  • Tax Strategist: $7,500
  • Profitability CPA: $10,000
"I have a tax pro, just need to outsource bookkeeping"

Bookkeeping

Quarterly Books

Delivery every 90 days
Sign up now

Monthly Books

Sign up now

Weekly Books

Delivery every 7 days
Sign up now

Foundation

Your annual investment is:

$12,000-$22,500

I want this!
Compared to: $33,500
  • Bookkeeper: $30,000
  • Tax Preparer: $1,500
  • CPA for Questions: $2,000

Growth

Your annual investment is:

$28,800-$42,500

I want this!
Compared to: $77,000
  • Accountant: $70,000
  • Tax Preparer: $3,000
  • CPA for Questions: $4,000

Elite

Your annual investment is:

$ 52,000-$70,000

I want this!
Compared to: $128,500
  • Controller: $110,000
  • Tax Strategist: $8,500
  • Profitability CPA: $10,000
"I don't need services, I just need support"

Time

60 minutes

Strategic Guidance
Schedule now

Half Day

Strategic Guidance
Schedule now

Starter

Your annual investment is:

$4,800

I want this!
Compared to: $33,500
  • Bookkeeper: $30,000
  • Tax Preparer: $1,500
  • CPA for Questions: $2,000

Professional

Your annual investment is:

$12,000

I want this!
Compared to: $77,000
  • Accountant: $70,000
  • Tax Preparer: $3,000
  • CPA for Questions: $4,000

Enterprise

Your annual investment is:

$ 28,800

I want this!
Compared to: $128,500
  • Controller: $110,000
  • Tax Strategist: $7,500
  • Profitability CPA: $10,000

Frequently asked questions

Can I speak to a current client of yours?

Absolutely! We're only as good as the value we create for our clients and welcome the idea of you discussing what a partnership with our firm looks like.

How responsive are you?

We have a 48 hour rule. We strive to reply to all client inquiries in less than 48 hours. Our average response time is 2 hours.

Am I locked into a long-term contract?

We have a minimum 12 month to start. After the intial 12 months, you can cancel at any time.

Do you use engagement letters?

Yes. Every client of ours has one. It spells out our responsibilities and what you can expect from us.