CPA Membership — Frequently Asked Questions

A flat-fee, CPA-led program that bundles monthly bookkeeping with CPA-prepared financials, payroll compliance, business + personal tax returns, 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 direct CPA oversight and proactive tax strategy.

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 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 the fiscal year that ends inside your term.

No need to wait. We start now. The one-time Onboarding & Strategy fee covers books assessment/cleanup (as needed), 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 tailored by structure, complexity, and advisory needs. Tiers start from: Foundation$950 / 28 days, Advisory$1,995 / 28 days, Strategic Partnership$3,500 / 28 days. We’ll confirm your tier during intake and set clear usage caps to protect scope.

Yes. We charge a one-time Onboarding & Strategy fee starting at $2,500(varies by complexity) to cover onboarding, books assessment and cleanup (as needed), payroll tune-up, initial tax projection, and your first CPA strategy sessions.

New memberships begin with a 12-month commitment to implement systems across a full tax cycle. After that, memberships continue on a 28-day cadence with a 30-day notice to cancel.

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 (dependent on timely client data by the 7th). You’ll also receive quarterly—or mid-year—projections with an action plan.

Published SLAs (business hours): Strategic Partnership 12h response (live slot within 24h); Advisory 24h (live within 48h); Foundation 36h (live within 72h). “Quick Q&A” means questions answerable in under 10 minutes; larger items are scheduled as strategy sessions.

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 or email.

Payroll setup begins during onboarding. IRS Power of Attorney is submitted promptly; transcript monitoring begins once the IRS/state recognizes our authority.

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

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

The Onboarding & Strategy fee covers typical catch-up. Extensive backlog or reconstruction may require an additional cleanup scope—quoted 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 preserve true CPA-level attention.

90-Day Value Guarantee: If we cannot demonstrate value equal to your membership fee within 90 days (avoided penalties, time saved, or tax strategies identified), we continue working at no charge until we do.
We do not guarantee specific tax outcomes; individual circumstances vary.