Apply for CPA Membership
Our flat-fee CPA membership is built for business owners who want everything handled—bookkeeping, payroll, tax filing, financial reporting, and quarterly strategy.
To ensure the best fit, we review every application before booking a discovery call. Please complete the short application below, and we’ll follow up with next steps.
- ✔️ CPA-prepared books delivered by the 25th
- ✔️ Payroll processed and filed—no extra fees
- ✔️ Business + personal tax prep included
- ✔️ Quarterly strategy with your CPA
- ✔️ One flat monthly price—starting at $475/month
The application takes less than 3 minutes to complete. If we’re a fit, we’ll schedule a call and start the onboarding process.