Membership Pricing
CPA-run books, payroll, and taxes with predictable delivery. Financials by the 25th (with client data by the 7th), quarterly strategy, and business + personal returns included.
Billed every 28 days (13 cycles/year) via autopay.
Peace of Mind
- Everything in Growth
- Up to 30 W-2s, multi-entity consolidation
- Multi-state payroll & tax support
- 12-hour SLA(live slot within 24h)
- 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 included
Growth
- Everything in Core
- Up to 15 W-2s, up to 3 entities
- Up to 3 states(payroll & tax)
- 24-hour SLA(live slot within 48h)
- Enhanced reporting + cash-flow guidance
- Lite Notice Shield (defined in agreement)
- Financials by the 25th(with data by the 7th)
- Business + personal tax returns included
Core
- 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
- Quarterly CPA strategy calls
- Financials by the 25th(with data by the 7th)
- Business + personal tax returns included
Capacity-based intake: we accept a limited number of new members each month to ensure CPA-level attention.
One-Time Implementation & Cleanup: $1,500–$3,000
Covers catch-up bookkeeping (as needed), payroll tune-up, and your initial tax projection setup — so you start clean and see value fast.
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 comp.
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.
Pricing FAQs
What are the membership prices?
Core: $900/ 28 days, Growth: $1,200/ 28 days, Peace of Mind: $1,800/ 28 days. Pricing is tiered by scope and access (see features above).
How does billing work?
We bill every 28 days (13 cycles/year) via autopay (ACH or card). This cadence supports consistent delivery and CPA capacity. Your rate and scope are shown on your engagement letter.
Is there a setup fee?
Yes — a one-time Implementation & Cleanup fee of $1,500–$3,000(based on complexity). It covers catch-up bookkeeping (as needed), payroll tune-up, and initial tax projection setup so you start clean and see value fast.
What’s included in each tier?
All tiers include monthly books with CPA-prepared financials, payroll compliance, business + personal tax prep, quarterly CPA strategy, and portal support. Growth and Peace of Mind expand scope caps, response SLAs, protection, and planning (see the pricing cards for details).
When do I receive monthly reports?
Prepared financials and your reporting package are delivered by the 25th of the following month, assuming we receive complete client data by the 7th(bank/credit card statements, payroll data, loan statements, etc.). If data is late, we issue preliminary reports and finalize once all information is received.
What are the response-time SLAs?
Peace of Mind: 12-hour response (live slot within 24h); Growth: 24-hour response (live within 48h); Core: 36-hour response (live within 72h). Business hours apply. “Quick Q&A” means questions that can be answered in under 10 minutes; larger items are scheduled sessions.
Can I change tiers later?
Yes. You can upgrade or downgrade as your team and complexity change. Upgrades can take effect immediately; downgrades take effect at the next billing cycle to keep delivery predictable.
Do you handle multi-state and multiple entities?
Yes — scope depends on tier. Core: 1 entity, 1 state; Growth: up to 3 entities/states; Peace of Mind: multi-entity consolidation and broader multi-state support.
What if my books are behind?
Backwork is quoted separately during Implementation & Cleanup. Once current, monthly work is covered by your membership.
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. We do not guarantee specific tax outcomes; individual circumstances vary.
Is there a minimum commitment?
New memberships begin with a 12-month commitment to ensure we can implement systems and deliver results across the full tax cycle. After that, memberships continue on a 28-day cadence with a 30-day notice to cancel.