Apply for CPA Membership
Our CPA-led membership is for owners who want one team to handle books, payroll, tax, and strategy under a flat monthly fee. To preserve CPA capacity and fit, we review every application before booking your discovery call.
- ✅ Flat-fee tiers (starting from): Foundation $950, Advisory $1,995, Strategic Partnership $3,500 / 28 days
- ✅ Onboarding & Strategy fee: starting at $2,500 one-time (onboarding, books assessment/cleanup as needed, payroll tune-up, initial tax projection, and first CPA strategy sessions)
- ✅ Financials by the 25th: guaranteed when client data is received by the 7th
- ✅ Business + personal returns bundled in every membership
- ✅ Quarterly CPA strategy built-in, plus secure portal and published SLAs
- ✅ 90-Day Value Guarantee: if we can’t demonstrate value equal to your fee in 90 days, we continue working at no charge until we do
The application takes ~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 ensure direct CPA oversight.