We partner with a limited number of franchise operators and growth-minded owners nationwide. Compliance is the foundation. Advisory is the difference.
Every membership is built on CPA oversight, flat monthly pricing, and proactive strategy. From financials delivered by the 25th to quarterly planning and audit protection, you’ll have a partner who keeps your business tax-smart and future-ready.
CPA-Led • 50-State Virtual • Franchise Systems Expertise
Choose Your Membership
Advisory-first, flat monthly pricing. CPA-prepared financials by the 25th, payroll handled, business + personal returns included.
Starting from $3,500 / month
For complex, multi-unit operators who want a true CPA partner at the CFO level.
- Everything in Advisory, plus monthly strategy sessions
- Multi-entity consolidation & multi-state compliance built in
- Priority SLA: 12h response, live slot within 24h
- Succession/exit planning, proactive mid-year adjustments
- IRS Notice Shield (full coverage) + transcript monitoring
- Custom KPI dashboard tailored to your operation
Starting from $1,995 / month
Quarterly CPA advisory, tax-smart planning, and KPI clarity for growth-minded owners.
- Everything in Foundation
- Quarterly CPA strategy meetings (tax, cash flow, compensation, growth)
- KPI dashboard + benchmarking against peers
- Mid-year tax projection with proactive adjustments
- SLA: 24h response, live slot within 48h
- IRS Notice Shield (lite coverage)
Starting from $950 / month
The essentials covered with proactive strategy built in.
- CPA-prepared financials by the 25th, reconciled books
- Payroll processed + all filings handled
- Business + personal tax returns included
- Annual CPA strategy session
- SLA: 36h response, live slot within 72h
Already have in-house accounting? Ask about our Essentials (Check-In) option.
We accept a limited number of new memberships each month to ensure direct CPA oversight. Final pricing depends on structure, complexity, and advisory needs.
What You Get With Your CPA Membership
Tailored deliverables. Guaranteed timelines. Direct CPA oversight — not software shortcuts.
On-Time Financials, Every Month
CPA-prepared financials delivered by the 25th — guaranteed. Your books are reconciled, reviewed, and ready for decision-making.
Guarantee requires timely client data. Preliminary reports provided if documents arrive late.
Payroll, Seamlessly Managed
Payroll is processed through iSolved/Payroll Vault with filings handled and W-2s/1099s issued — so you stay compliant without the burden.
Business + Personal Returns Included
One flat fee covers both your entity return and your personal return. No hidden invoices, no surprises.
Quarterly CPA Strategy Sessions
Each quarter, we meet to optimize compensation, project taxes, and keep you ahead of IRS or state surprises. Strategy is built in — not billed extra.
Client Portal + Published SLAs
Ask questions anytime through our secure portal. Response times are guaranteed (12h / 24h / 36h depending on membership tier).
90-Day Value Guarantee
If we don’t demonstrate value equal to your fee in avoided penalties, time saved, or tax strategies identified, we work at no charge until we do.
Note: We do not guarantee specific tax outcomes. Results vary by situation.
💡 Strategic Partnership members unlock additional benefits: Weekly CPA Office Hours, IRS transcript monitoring, and custom KPI dashboards.
Why Owners Choose Our CPA Membership
Direct CPA Oversight
Every membership is led by a licensed CPA who reviews your financials and guides strategy. No outsourcing. No shortcuts. Just true expertise.
On-Time Financials, Guaranteed
CPA-prepared financials delivered by the 25th, backed by our 90-Day Value Guarantee. Clarity you can plan on.
Flat-Fee, All-Inclusive
Books, payroll, business + personal returns, and quarterly strategy sessions — one predictable price, no hourly surprises.
Advisory Built In
Quarterly strategy calls, proactive mid-year adjustments, and access to CPA office hours (Strategic tier) — because filing alone isn’t enough.
Tailored for Serious Operators
Franchise systems expertise and tools built for multi-unit operators, restaurant groups, and growth-minded owners who want control and clarity.
Virtual-First, National
Secure systems with 50-state coverage — backed by local insight from our Oklahoma and California offices.
Exclusivity by Design
Memberships are capped each month to preserve CPA capacity and ensure every client receives boutique-level attention.
Franchise Expertise — Built Into Every Membership
From Domino’s operators to multi-brand franchise groups, our systems are engineered for the complex realities of running franchises at scale.
Multi-Unit Ready
Consolidated reporting, entity-level payroll, and compliance across states — designed for operators with multiple locations and growth in motion.
Royalty & Ad Fund Transparency
Clear visibility into what flows to corporate versus what stays in your store. Know your numbers, protect your margins, and plan with precision.
Labor Cost Control
Payroll compliance plus actionable reporting that helps you manage staffing, protect profitability, and reduce costly surprises.
Tax Strategy, Franchise-Specific
Entity structuring, S-Corp salary optimization, and proactive planning tied directly to your P&L — never generic templates.
Benchmarked Insights
Systems and playbooks built from real franchise clients — restaurants, fitness, and retail. You gain proven methods, not trial and error.
💡 Most CPAs “do taxes.” We engineer franchise systems that scale — so your back office runs as smoothly as your front line.
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 operators nationwide who value clean books, timely payroll, proactive tax strategy, and true CPA partnership — all delivered in one flat monthly service.
We don’t just “do your taxes.” We:
- Deliver CPA-prepared financials by the 25th every month
- Manage payroll through iSolved/Payroll Vault and file all returns on time
- Include both business + personal returns — bundled, no hidden invoices
- Provide quarterly CPA strategy sessions to stay ahead of tax surprises and growth challenges
👉 Memberships are limited. We only accept a set number of new members each month to ensure every client gets 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 clarity, confidence, and long-term partnership.
Step 1: Apply for Membership
Tell us about your business and goals. We’ll confirm alignment and schedule a discovery call directly with a licensed CPA.
Step 2: Onboarding & Setup
We’ll clean up books if needed, set up payroll, and prepare your initial tax projection so you start with clarity and confidence from day one.
Step 3: Ongoing Partnership
Receive CPA-prepared financials by the 25th, seamless payroll, and quarterly advisory sessions — all backed by our 90-Day Value Guarantee. You focus on growth, we handle the rest.
What Our Clients Say About Working With Us
We partner with a limited number of serious business owners nationwide — franchise operators, multi-entity investors, and growth-minded entrepreneurs — who want clarity, compliance, and proactive CPA strategy.
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 my membership?
CPA-prepared monthly financials, payroll compliance, business + personal tax prep, and quarterly CPA strategy sessions.
Strategic Partnership members unlock extras like weekly office hours, transcript monitoring, KPI dashboards, and broader protection.
When will I receive my monthly reports?
We deliver CPA-prepared financials by the 25th of the following month, assuming complete client data arrives by the 7th (bank/credit card statements, payroll data, loan statements, etc.). If data arrives late, we issue preliminary reports and finalize once all information is received.
What is the client data deadline?
Please upload required documents by the 7th of the following month. This enables on-time delivery by the 25th. Late or incomplete data may shift final delivery to the next cycle.
How does billing work?
Memberships bill every 28 days (13 cycles/year) via autopay (ACH/credit card). This cadence supports consistent delivery and preserves CPA capacity.
Is there a setup fee?
Yes. We charge a one-time Onboarding & Strategy fee starting at $2,500(varies by complexity) to cover onboarding, books assessment and cleanup (as needed), payroll tune-up, initial tax projection, and your first CPA strategy sessions.
What if I don’t see value?
90-Day Value Guarantee: If we cannot demonstrate value equal to your membership fee within 90 days (avoided penalties, time saved, or tax strategies identified), we continue working at no charge until we do. We do not guarantee specific tax outcomes; individual circumstances vary.
How fast do you respond?
Published SLAs (business hours): Strategic Partnership 12-hour response (live slot within 24h); Advisory 24h (live within 48h); Foundation 36h (live within 72h). “Quick Q&A” = questions answerable in under 10 minutes; larger items are scheduled sessions.
How long does payroll setup take?
We begin a payroll audit immediately and schedule corrections within your first 48 hours. Bank and provider approvals can affect final go-live dates; we keep you updated and process filings on schedule once live.
When will IRS transcript monitoring or POA access begin?
We submit authorization promptly, but IRS/state acceptance times vary and are outside our control. Monitoring and representation begin as soon as the agency recognizes our authority; we’ll confirm once active.
Do you handle multi-state and multiple entities?
Yes—scope depends on tier. Foundation: 1 entity, 1 state; Advisory: up to 3 entities/states; Strategic Partnership: consolidation and broader multi-state support.
Can I sign up just for tax prep?
No. We operate as a membership so you receive year-round clarity and proactive planning—not seasonal transactions.
What if my books are behind?
We quote backwork separately during Implementation & Cleanup. Once current, ongoing monthly work is covered by your membership.
Is this fully virtual? How do we share documents?
Yes—national, virtual-first. All documents flow through our secure client portal. We do not request sensitive documents by email.
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