CPA Membership — Frequently Asked Questions

A CPA-led, CAS-first membership that bundles monthly bookkeeping, CPA-prepared financials, and your business tax return under a single weekly fee. Advanced and Ultimate tiers add AP/AR support, payroll coordination, and recurring advisory so your financial system scales with your business.

Owner-operators, S-Corps/LLCs, franchise and multi-entity operators, and professional firms who want clean books, timely financials, and a long-term CPA partner — not just once-a-year tax prep.

Yes. We operate virtually and serve clients nationwide. Multi-entity and multi-state structures are supported and scoped into your membership based on complexity.

Rolling start: Your membership begins the day you sign. Billing runs on a weekly cadence as part of a rolling 12-month commitment.

Included return: We include the business tax return for the entity (or entities) covered in your engagement for the tax year that ends during your membership period.

No need to wait. Your one-time Implementation & Cleanup fee covers books assessment, any needed cleanup, and workflow setup so we can plug you into a clean monthly close and reporting rhythm as quickly as possible.

Memberships are billed weekly via autopay as part of a rolling 12-month commitment. Your engagement letter clearly states your tier, weekly fee, and what’s included.

Most members fall into one of three tiers:

• Core: from $137/week
• Advanced: from $217/week
• Ultimate: from $497/week

Final pricing depends on entity structure, transaction volume, AP/AR complexity, and advisory scope. We’ll confirm your tier and fee during the discovery process before onboarding.

Yes. We charge a one-time Implementation & Cleanup fee to get your systems and books ready for a disciplined monthly close. This fee is typically calculated as:

Implementation Fee = Weekly Membership × 8

That mirrors roughly two months of service and scales with your chosen tier (Core, Advanced, or Ultimate). The final amount also reflects data condition, number of entities, and workflow complexity.

Yes. Business memberships begin with a 12-month commitment so we can implement systems across a full tax cycle. After that, memberships continue week-to-week with a 30-day written notice to cancel.

Yes — we review scope, pricing, and results annually around your anniversary. If your complexity has grown or simplified, we may recommend a tier adjustment. Any changes are communicated and agreed before the new term begins.

We target delivery of monthly financials by the 25th of the following month, assuming client data arrives by the 7th. If information is late, we issue preliminaries and finalize once everything is received.

Core: response within 72 business hours
Advanced: response within 48 business hours
Ultimate: response within 12 business hours (live slot typically within 24 hours)

“Quick Q&A” items (under ~10 minutes) are handled under your SLA; larger requests are scheduled as CPA meetings.

All documents and requests flow through our secure client portal. We use scheduled calls or Zoom meetings for planning, quarterly reviews, and deeper discussions. For security, we ask that you avoid sending sensitive information by email or text.

For Advanced and Ultimate members who include payroll coordination and IRS notice support in their scope, payroll setup typically begins during Implementation. IRS Power of Attorney is submitted promptly, and transcript monitoring starts once the IRS has processed our authorization.

Core excludes payroll. Advanced includes payroll coordination through iSolved/Payroll Vault, and Ultimate can incorporate more comprehensive payroll and labor-cost reporting by scope.

Multi-state accounting, payroll, and sales/use tax support are available and scoped into your engagement where needed.

Yes. We routinely support multi-entity structures and consolidated reporting. Core typically covers one operating entity; additional entities and consolidation are scoped and priced based on complexity and volume.

The Implementation & Cleanup fee is designed to cover typical catch-up work. If you have extensive backlog or need reconstruction, we’ll quote a specific cleanup scope up front so you know exactly what’s involved before we proceed.

We prioritize our membership clients. Select projects (e.g., special analyses, system changes, or advisory engagements) are available at fixed fees when they align with your membership roadmap.

If your needs change, we can adjust your tier. Upgrades can take effect quickly; downgrades generally occur at the start of the next billing period. If usage consistently exceeds your current tier’s assumptions, we’ll recommend re-tiering to keep delivery predictable and fair for both sides.

Yes — capacity-based intake: We intentionally cap new memberships each month to preserve direct CPA oversight and maintain our SLAs. If a tier is full, we’ll offer the next available start date or a priority waitlist spot.

We stand behind the accuracy of our work. If we make a preparation or posting error in the books or in a business return we file, we will correct it at no additional charge. We do not guarantee specific tax outcomes, refunds, or audit results — but we do commit to professional standards, transparency, and prompt correction of our mistakes.