CPA Membership — Frequently Asked Questions

A flat-fee, CPA-led program that bundles monthly bookkeeping with CPA-prepared financials, payroll compliance, business and personal tax prep, proactive planning, and secure portal support—under one relationship and one predictable fee.

Owner-operators, S-Corps/LLCs, franchise and multi-entity operators, and professional firms that want their back office handled with CPA oversight and proactive tax planning.

Yes. We operate virtually and serve clients nationwide. Multi-state payroll/filings are available and quoted based on complexity.

Rolling start: Your membership begins the day you sign. We onboard immediately and your billing runs every 28 days from your start date (rolling year, not calendar year).

Included returns: We include the business return(s) for the entity(ies) in your membership and the owner’s 1040 for the tax year that ends within your 12-month membership window. Fiscal-year filers follow their fiscal year that ends inside your term.

No need to wait for quarter or year-end. We start now. The one-time Implementation & Cleanup fee covers catch-up work, payroll tune-up, transcript pulls, and your first projection so we can get you current quickly.

Memberships are billed every 28 days via autopay (13 cycles/year). Your first cycle starts on your signup date; cycles continue every 28 days thereafter.

Pricing is complexity-based (employees, entities, states, and transaction volume). We’ll confirm your tier during intake and set clear usage caps to protect scope. Request a quote to see your exact rate.

Yes. We charge a one-time Implementation & Cleanup fee (e.g., $2,500) to cover onboarding, cleanup, projections, and payroll/entity checks. This gets the heavy lift done up front.

Optional commitment: You may elect a 12-month commitment and we’ll waive the setup fee. If you cancel early, the setup fee becomes due.

Choose month-to-month (with setup fee) or a 12-month commitment (setup fee waived). Early cancellation under a commitment triggers the setup fee.

Yes—your membership renews on your anniversary. We may assess a small one-time rate-protection renewal fee(typically up to one 28-day cycle) to lock in pricing for the next term; we’ll disclose this on renewal.

We target delivery of monthly financials by the 25th of the following month (books dependent on timely client data). You’ll also receive quarterly—or mid-year—projections with an action plan.

Portal/email questions (≤10 minutes) are answered within 24–48 business hours. Need a live slot? We’ll offer the next available time, typically within 48 business hours.

All documents and requests flow through our secure client portal. We use scheduled calls/Zoom for planning and reviews. For compliance, please avoid sending sensitive information by text.

Payroll setup begins during onboarding. IRS Power of Attorney submission typically enables transcript monitoring shortly after the IRS processes the POA.

Yes—payroll processing and required filings are included in applicable tiers. Multi-state payroll/withholding registrations and filings are available; additional jurisdictions may affect pricing.

Yes. Core pricing includes one operating entity; additional entities and consolidations are supported and quoted based on complexity.

The Implementation & Cleanup fee covers typical catch-up. Extensive backlog or reconstruction may require an additional cleanup scope—we’ll quote that transparently before we begin.

We prioritize members. Select projects are available at fixed fees when they align with the membership roadmap.

We can adjust tiers as your needs change. If usage exceeds published caps for two consecutive cycles, we’ll recommend re-tiering or limiting services to keep delivery predictable and fair.

Yes—capacity-based intake: we accept a limited number of new members each month to protect true CPA-level attention.

Accuracy + On-Time Guarantee: If a penalty or interest is caused by our error, we will pay the penalty and correct the return/filing at no cost to you.