Apply for CPA Membership
Our CPA-led membership is designed for business owners who want clean books, accurate monthly reporting, and a long-term financial partner — with tier-based support for AP/AR, payroll coordination, and strategy as your needs grow. To preserve fit and CPA capacity, we review each application before scheduling your discovery call.
- ✅ Weekly Pricing (by tier): Core $137/week · Advanced $217/week · Ultimate $497/week
- ✅ Business tax return included(1120/1120S/1065)
- ✅ Financials by the 25th: guaranteed when data is received by the 7th
- ✅ AP/AR, payroll coordination, and advisory included at Advanced and Ultimate tiers
- ✅ One-Time Implementation Fee: Weekly Membership × 8 (mirrors two months of service; varies by tier and complexity)
- ✅ Secure client portal + published SLAs: Core: 72h · Advanced: 48h · Ultimate: 12h
Who This Membership Fits
- Growth-minded owners who want accurate books and consistent reporting
- Franchise operators, professional practices, and multi-entity groups
- Businesses able to provide timely monthly data (to hit the 25th-day delivery)
- Owners who prefer predictable weekly pricing and a long-term CPA relationship
Capacity is limited — we accept a small number of new members each month to preserve true CPA-level attention.
Click below to start your application or schedule your CPA discovery call.
Billed weekly. Rolling 12-month membership commitment. Your information is never shared or sold.