We partner with growth-minded business owners, franchise operators, and professional practices who want clean books, accurate financials, and a long-term CPA relationship — not just once-a-year tax prep.
Our membership model combines CPA oversight, weekly pricing, monthly financials delivered by the 25th, and your annual business tax return — with tier-based AP/AR support, payroll coordination, and advisory depending on your needs.
Whether you choose Core, Advanced, or Ultimate, you’ll have a CPA-led system that keeps your business organized, compliant, and ready for confident decision-making.
CPA-Led • 50-State Virtual • Franchise & Professional Systems Expertise
Choose Your Membership
Advisory-first, flat weekly
pricing for business owners.
Every membership includes monthly CPA-prepared financials, year-end tax readiness, and your business tax return.
Clients pay on average $137/week
Clean books with CPA oversight — the foundation every business needs.
- Monthly bookkeeping & reconciliations
- CPA-prepared financials by the 25th
- Monthly reporting package
- Business tax return (1120/1120S/1065) included
- Meaningful Monthly Client Communication
- Annual CPA review
- SLA: 72h response
Clients pay on average $217/week
For growing businesses that need coordination and strategic guidance.
- Everything in Core
- Payroll coordination (not full processing)
- Light AP & AR (recording bills & customer payments)
- Sales tax tracking + filing coordination
- Quarterly CPA strategy meetings
- KPI dashboard + peer benchmarking
- Mid-year tax projection
- SLA: 48h response
Clients pay on average $497/week
Controller-level service with full AP/AR workflows and weekly CPA access.
- Everything in Advanced
- Full AP workflows (bill pay management)
- Full AR workflows (invoicing + collections workflow)
- Weekly or monthly CPA strategy sessions
- Multi-entity and multi-state compliance
- Custom KPI dashboard
- IRS Notice Shield (full) + transcript monitoring
- SLA: 12h response, live slot ≤ 24h
All business memberships are rolling 12-month commitments billed weekly. Final pricing depends on structure, transaction volume, and advisory needs.
What You Get With Your CPA Membership
On-Time Financials, Every Month
CPA-prepared financials delivered by the 25th. Your books are reconciled, reviewed, and ready for decision-making.
Business Tax Return Included
Your membership includes preparation and filing of your business entity return (1120, 1120S, or 1065). No hidden bills or surprise hourly charges.
AP/AR Workflows (By Tier)
Advanced members receive light AP/AR support (bill entry and customer payment recording). Ultimate members receive full AP/AR workflows including bill pay coordination and invoicing.
CPA Advisory & Check-Ins
Advanced members receive quarterly CPA strategy sessions. Ultimate members receive monthly or weekly strategy sessions with cash-flow, KPI, and margin analysis.
Client Portal + SLAs
Secure document exchange and guaranteed response times:
Core: 72h • Advanced: 48h • Ultimate: 12h.
Monthly Communication
Monthly touchpoints that identify trends, anomalies, and opportunities — ensuring proactive guidance instead of reactive filing.
💡 Ultimate members unlock premium benefits: full AP/AR workflows, forecasting, budgeting, multi-state support, and weekly CPA strategy access.
Why Owners Choose Our CPA Membership
Direct CPA Oversight
Every membership is led by a licensed CPA. No outsourcing, no shortcuts — just consistent and proactive oversight of your books and compliance.
On-Time Monthly Financials
Financial statements are reconciled and CPA-prepared by the 25th each month — giving you clarity you can run your business on.
Weekly, Flat-Fee Pricing
Transparent weekly pricing with no hourly billing. Your business tax return is included at all tiers — no surprise add-ons or seasonal spikes.
Advisory When You Need It
Advanced members receive quarterly CPA strategy sessions, while Ultimate members receive monthly or weekly CFO-level guidance and KPI reviews.
AP/AR Support by Tier
Core provides clean books, Advanced adds light AP/AR support, and Ultimate delivers full AP/AR workflows including bill pay and invoicing management.
Monthly Communication
You receive meaningful monthly communication — trend analysis, anomalies, red flags, and opportunities — so issues are identified before they become problems.
Boutique Attention
Memberships are capped each month to preserve CPA capacity and ensure every client receives personalized, boutique-level service and responsiveness.
Built for Franchises & Professional Practices
We apply the same proven, systemized model to franchise operators, medical & dental practices, law firms, and other growth-minded businesses—so your back office runs as smoothly as your front line.
Multi-Unit Ready (Franchise)
Consolidated reporting and entity-level accounting designed for operators with multiple locations and expansion plans.
Royalty & Ad Fund Transparency
See exactly what flows to corporate vs. what stays in-store. Protect margins and plan with precision.
Medical & Dental Profitability
Owner comp planning, tax-smart entity structure, and KPI clarity for practices with complex payor mixes and staffing models.
Law Firm Financial Controls
Clean financials, partner distributions, and IOLTA/trust compliance—without the end-of-month scramble.
Labor Cost & Payroll Compliance
Payroll solutions through iSolved/Payroll Vault and labor-cost reporting help you manage staffing and stay compliant. Available as part of your engagement or as an integrated add-on.
Tax Strategy, Industry-Specific
Entity design, S-Corp salary planning, and proactive tax strategies tied directly to your financials—never generic templates.
Advisory + Maintenance: Core keeps your books accurate and ready for tax. Advanced and Ultimate add deeper AP/AR workflows and CPA advisory—so you stay compliant today and positioned for growth tomorrow.
Why Our CPA Membership Works — And Who We Built It For
When I founded Boulanger CPA, I had a choice: chase high-volume, one-time tax returns… or build long-term partnerships with serious business owners who wanted more than filings.
I chose quality over volume — and relationships over transactions.
That’s why our firm is structured as a boutique membership model. We work with a limited number of business owners who value clean books, accurate reporting, PASBA-style meaningful monthly communication, and true CPA partnership — all delivered through modern, transparent weekly pricing instead of unpredictable hourly billing.
We don’t just “do your books.” We:
- Deliver CPA-prepared financials by the 25th every month
- Provide Meaningful Monthly Client Communication, highlighting key trends, issues, and opportunities
- Include your business entity tax return (1120, 1120S, or 1065) as part of your membership
- Offer tier-based advisory and support, including:
- Core → Accurate books + business tax return
- Advanced → Quarterly CPA strategy sessions, KPI insights, light AP/AR, and payroll coordination
- Ultimate → Full AP/AR workflows, multi-entity and multi-state support, forecasting, and monthly or weekly CPA strategy
- Support franchises, professional practices, and multi-unit operators through systemized, repeatable accounting processes
👉 Memberships are limited. We only accept a set number of new members each month to ensure every client receives true CPA-level attention.
Marc P. Boulanger, CPA
Founder of Boulanger CPA — a national CPA-led membership firm for owners who want everything handled: books, payroll, taxes, and strategy.
Our Core Services for Business Owners
Business + Personal Returns, Bundled
One predictable fee covers both your business return and your personal return as the owner. No extra invoices. No surprises.
Quarterly CPA Strategy Sessions
Each quarter we meet to optimize compensation, forecast liabilities, and keep you ahead of IRS/state surprises.
Financials by the 25th (Guaranteed)
Reconciled books and CPA-reviewed financials delivered by the 25th each month. Reliable reporting you can actually run your business on.
Payroll, Seamlessly Managed
Processed through iSolved/Payroll Vault with filings handled and W-2s/1099s issued — so compliance runs quietly in the background while you focus on growth.
How to Join Our CPA Membership
No hourly billing. No seasonal chaos. Just three simple steps to clean books, consistent reporting, and a long-term CPA partnership.
Step 1: Apply for Membership
Tell us about your business, structure, and goals. We’ll confirm the right tier ( Core, Advanced, or Ultimate) and schedule a discovery call directly with a licensed CPA.
Step 2: Onboarding & Setup
We review your books, complete any necessary cleanup, and set up your month-end close process. For Advanced and Ultimate members, we also configure AP/AR workflows, sales tax tracking, and (if included in your scope) payroll coordination — so everything flows through a consistent system.
Step 3: Ongoing Partnership
Each month you receive CPA-prepared financials by the 25th and meaningful monthly communication so you always know what’s happening in your numbers. Advanced and Ultimate members also receive regular CPA strategy sessions and deeper AP/AR support, depending on tier.
What Our Clients Say About Working With Us
We partner with a limited number of serious business owners — franchise operators, multi-entity groups, professional practices, and growth-minded entrepreneurs — who want clean books, accurate reporting, and a long-term CPA relationship built on consistency and proactive communication.
Here’s how they describe the experience:
Disclaimer: These testimonials reflect individual client experiences. Results will vary. Past outcomes do not guarantee future results.
Frequently Asked Questions
What’s included in a membership?
Advanced and Ultimate tiers add AP/AR support, sales-tax tracking, payroll coordination, KPI dashboards, and scheduled CPA strategy sessions. All tiers include direct CPA oversight and published SLAs.
How does Advisory differ from Maintenance?
Advisory is proactive planning: quarterly CPA strategy sessions (Advanced), monthly or weekly strategy (Ultimate), KPI review, cash-flow guidance, and controller-level insight into margins, payroll, and growth.
What are your pricing tiers?
Core: starting at $137/week
Advanced: starting at $217/week
Ultimate: starting at $497/week
Final fees depend on entities, transaction volume, AP/AR complexity, and advisory scope. We confirm your tier and scope after discovery, before onboarding begins.
Is there a setup or cleanup fee?
When will I receive monthly financials?
What are your response-time SLAs?
Advanced: response within 48 business hours
Ultimate: response within 12 business hours, live slot typically within 24 hours
All support runs through our secure client portal for speed, documentation, and traceability.
Do you handle payroll?
Core excludes payroll; Advanced includes payroll coordination; and Ultimate can incorporate more comprehensive payroll and labor-cost reporting as part of your scope. Multi-state payroll support is available for members who select it.
Which industries do you serve?
Are you fully virtual? Do you support multiple states?
Can I keep my in-house bookkeeper?
What’s the onboarding process?
Can I cancel?
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