Membership Pricing
Advisory-first, flat monthly pricing. CPA-prepared financials by the 25th (with client data by the 7th), payroll handled, quarterly strategy, and business + personal returns bundled.
Billed every 28 days (13 cycles/year) via autopay.
CFO-Level Partnership
- Everything in Advisory, plus monthly strategy sessions
- Up to 30 W-2s, multi-entity consolidation
- Multi-state payroll & tax support
- 12-hour SLA(live slot within 24h)
- Succession/exit planning + proactive mid-year adjustments
- Weekly CPA Office Hours (live + recordings)
- IRS Transcript Monitoring+ Notice Shield
- Custom KPIs, dashboards & forecasting
- Financials by the 25th(with data by the 7th)
- Business + personal tax returns bundled
Advisory Membership
- Everything in Foundation
- Up to 15 W-2s, up to 3 entities
- Up to 3 states(payroll & tax)
- 24-hour SLA(live slot within 48h)
- Quarterly CPA strategy sessions (tax, cash flow, compensation, growth)
- KPI dashboard + benchmarking
- Lite Notice Shield (defined in agreement)
- Financials by the 25th(with data by the 7th)
- Business + personal tax returns bundled
Foundation Membership
- Up to 5 W-2s, 1 entity
- Single-state payroll & tax
- 36-hour SLA(live slot within 72h)
- Monthly books & CPA-prepared financials
- Payroll filings, W-2s & 1099s
- Annual CPA strategy session
- Financials by the 25th(with data by the 7th)
- Business + personal tax returns bundled
Capacity-based intake: we accept a limited number of new members each month to preserve direct CPA oversight.
One-Time Onboarding & Strategy: Starting at $2,500
Covers onboarding, books assessment and cleanup (as needed), payroll tune-up, initial tax projection, and your first strategy sessions with a CPA — so you launch clean, aligned, and tax-smart.
Bonus: IRS Notice Shield
Included protection time (tiered). Details in engagement letter.
Bonus: Mid-Year Tax Projection + Plan
Action steps to avoid surprises and optimize compensation.
Bonus: Year-End Readiness Pack
Zero-stress filing checklist + organized docs.
90-Day Value Guarantee
If we cannot demonstrate value equal to your membership fee in avoided penalties, time saved, or tax strategies identified within 90 days, we’ll continue working at no charge until we do.
Delivery by the 25th assumes complete client data by the 7th. We don’t guarantee specific tax outcomes; individual circumstances vary.
Frequently Asked Questions
What’s included in my membership?
Every membership includes CPA-prepared monthly financials, payroll compliance, bundled business + personal tax returns,
quarterly strategy sessions, and secure portal support.
Strategic Partnership members
also receive weekly office hours, transcript monitoring, KPI dashboards,
and expanded protection.
When will I receive my monthly reports?
CPA-prepared financials are delivered by the 25th of the following month, assuming complete data is uploaded by the 7th. If documents are late, we issue preliminary reports and finalize once complete.
What is the client data deadline?
Upload all required docs (bank/credit card statements, payroll, loan data, etc.) by the 7th of the month to ensure delivery by the 25th. Late or incomplete data may shift final delivery to the next cycle.
How does billing work?
Memberships bill every 28 days (13 cycles/year) via autopay (ACH or credit card). This cadence supports consistent delivery and preserves CPA capacity.
What is the Onboarding & Strategy fee?
A one-time Onboarding & Strategy fee starting at $2,500(varies by complexity). Covers onboarding, initial books assessment and cleanup, payroll tune-up, an initial tax projection, and your first CPA strategy sessions — so you launch clean and aligned.
What if I don’t see value?
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.
Note: We do not guarantee specific tax outcomes; results vary.
How fast do you respond?
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” = questions answerable in under 10 minutes; larger items are scheduled sessions.
How long does payroll setup take?
A payroll audit begins immediately, with corrections scheduled within 48 hours. Final go-live may depend on bank and provider approvals; we keep you updated and file on schedule once live.
When will IRS transcript monitoring or POA access begin?
Authorization is submitted promptly, but IRS/state acceptance times vary. Monitoring and representation begin as soon as our authority is recognized; we’ll confirm once active.
Do you handle multi-state and multiple entities?
Yes — scope depends on tier. Foundation: 1 entity, 1 state; Advisory: up to 3 entities/states; Strategic Partnership: consolidation + broader multi-state support.
Can I sign up just for tax prep?
No. We operate exclusively as a membership to deliver year-round clarity, proactive planning, and advisory — not seasonal transactions.
What if my books are behind?
Backwork is quoted separately during Onboarding & Strategy. Once current, ongoing monthly work is covered by your membership.
Is this fully virtual? How do we share documents?
Yes — we are national and virtual-first. All documents flow through our secure client portal. We never request sensitive documents by email.