Proactive CPA Planning — Strategy Built In, Not Billed Extra
Most firms report last year’s numbers. We help you plan the next one. Advisory means quarterly strategy sessions, mid-year tax projections, and real-time decision support — on top of done-for-you books, payroll, and returns.
CPA-led • Flat-fee membership • Delivered nationally (50-state virtual)
What You Get — Every Quarter
- Tax projection + action plan(pay-in targets, safe harbors, and timing)
- Owner pay & distributions(S-Corp salary optimization and cash-flow fit)
- KPI review & dashboard(trends, margins, labor, and working capital)
- Entity & structure guidance(when to add entities, states, or change status)
- Mid-year adjustments(estimated taxes, payroll, retirement, and credits)
Advisory is included in Advisory and Strategic Partnership tiers. Foundation includes an annual strategy session.
Why It Matters
- Fewer surprises. No more April shock — we project and adjust mid-year.
- Better cash flow. Align payroll, draws, and estimates to the real plan.
- Higher confidence. Clean numbers by the 25th and clear next steps.
- Time back. We run the back office so you can run the business.
Plain English Advisory = proactive planning + guidance. Maintenance = done-for-you compliance (books, payroll, and returns). You get both inside one flat-fee membership.
Who This Is For
Franchise & Multi-Unit
Multi-entity, multi-state, royalties/ad funds, and labor controls — we keep the engine tight.
Medical, Dental & Law
Owner comp planning, partner distributions, IOLTA/trust compliance, and payor-mix clarity.
Growth-Minded Owners
Operators who want monthly clarity, quarterly strategy, and a long-term CPA partner.
Results — Before & After (Snapshots)
Tax Surprise → Predictable
Before:$38K April surprise.
After:
Quarterly projection + payroll tune → no surprise bill; cash reserved on schedule.
Messy Books → Decisions
Before:
Late, inconsistent reporting.
After:
CPA-prepared financials by the 25th; margin and labor visibility unlocked.
Single Entity → Smart Structure
Before:
One entity, multi-locations.
After:
Clean multi-entity setup + consolidation; clear partner payouts and state filings.
Illustrative only. We don’t guarantee specific outcomes; your facts drive your results.
Advisory vs. “Just Filing” — What’s the Difference?
Advisory (Included)
- Quarterly strategy sessions with a CPA
- Mid-year projection and proactive adjustments
- KPI dashboard + benchmarking
- Entity/structure & owner-comp guidance
- Clear action items after every meeting
Traditional Filing
- After-the-fact tax return
- Little to no mid-year planning
- No KPI or margin conversation
- Reactive questions, unclear next steps
How It Works
1) Apply
Tell us about your goals and structure. We’ll confirm fit and scope so you know exactly what’s included.
2) Onboard
One-time Onboarding & Strategy (starting at $2,500): books assessment/cleanup as needed, payroll tune-up, initial projection, and your kickoff with a CPA.
3) Monthly + Quarterly Rhythm
Financials by the 25th (with data by the 7th). Quarterly strategy sessions. SLAs by tier. Everything handled, one flat fee.
Quick FAQs
Is advisory a separate fee?
No. Advisory is built into the membership. Foundation includes an annual session; Advisory and Strategic include quarterly (Strategic adds monthly touchpoints).
Do you serve multiple states and entities?
Yes. Scope caps vary by tier (see Pricing ). Strategic includes multi-entity consolidation and broader multi-state support.
What if my books are behind?
We quote cleanup transparently during Onboarding & Strategy so you launch clean and current.
Are you fully virtual?
Yes — we serve clients nationwide from our Oklahoma and Orange County bases via a secure portal and scheduled Zoom sessions.
See the full FAQ page for details on billing cadence, SLAs, and scope caps.
Ready to Plan Ahead?
Join a flat-fee, CPA-led membership where strategy and compliance work together.
Delivery by the 25th assumes complete client data by the 7th. We don’t guarantee specific tax outcomes; individual circumstances vary.