Apply for CPA Membership
Our CPA-led membership is designed for business owners who want everything handled—books, payroll, tax prep, and strategy—under one flat fee. To ensure the best fit, we review every application before booking a discovery call.
- ✅ Flat-fee tiers: Core $900, Growth $1,200, Peace of Mind $1,800 (billed every 28 days, 13 cycles/year)
- ✅ Implementation & Cleanup fee:$1,500–$3,000 one-time (covers catch-up books, payroll tune-up, tax projection setup)
- ✅ Financials by the 25th: Guaranteed when client data is received by the 7th
- ✅ Business + personal tax returns included in every tier
- ✅ Quarterly CPA strategy sessions+ secure portal support
- ✅ 90-Day Value Guarantee: If we don’t demonstrate value equal to your fee, we work free until we do
Applications take less than 3 minutes. If accepted, we’ll schedule your CPA call and begin onboarding. Capacity is limited—we accept only a small number of new members each month to maintain CPA-level attention.