Membership Pricing
CPA-led CAS memberships with transparent weekly pricing. Every tier includes monthly bookkeeping, CPA-prepared financials by the 25th (with timely client data), and your annual business tax return — with AP/AR support, payroll coordination, and advisory added as your needs grow.
Core: from $137/week | Advanced: from $217/week | Ultimate: from $497/week — final pricing depends on entity structure, volume, and complexity.
Billed weekly via autopay as part of a rolling 12-month commitment.
Core Membership
- Monthly bookkeeping and reconciled accounts
- CPA-prepared financials delivered by the 25th (with timely data)
- Standard monthly reporting package
- Business tax return(1120/1120S/1065) included
- Meaningful monthly client communication
- Annual CPA review meeting
- 72-hour SLA for support through the portal
Advanced Membership
- Everything in Core
- Light AP/AR support (bill entry and customer payment recording)
- Sales tax tracking and filing coordination
- Payroll coordination via iSolved/Payroll Vault (not in-house processing)
- Quarterly CPA strategy sessions (tax, cash flow, compensation, growth)
- KPI dashboard + benchmarking
- Mid-year tax projection with proactive adjustments
- 48-hour SLA for portal-based support
CFO-Level Partnership
- Everything in Advanced
- Full AP workflows (bill pay and vendor management)
- Full AR workflows (invoicing & collections coordination)
- Multi-entity consolidation and multi-state accounting support
- Monthly or weekly CPA strategy sessions
- Custom KPIs, dashboards & forecasting
- IRS transcript monitoring + enhanced notice support (per engagement letter)
- 12-hour SLA — live slot typically within 24 hours
Capacity-based intake: we accept a limited number of new members each month to preserve direct CPA oversight.
One-Time Implementation & Cleanup Fee
Before your weekly membership starts, we complete a structured onboarding process to get your accounting system, workflows, and reporting running smoothly.
This one-time investment typically covers:
- Initial books assessment and cleanup (as needed)
- AP/AR workflow configuration (by tier)
- Payroll coordination setup for Advanced and Ultimate
- Software integrations and data migration
- Entity, reporting, and file structure optimization
- Establishing your monthly close and reporting cadence
Implementation Fee = Weekly Membership × 8
This mirrors “two months of service” and scales automatically with your chosen tier (Core, Advanced, or Ultimate).
Final onboarding pricing depends on data condition, entities, and workflow complexity.
Bonus: Notice & Issue Triage
Guidance and review of IRS/state notices for returns we prepare, with escalation to a scoped resolution engagement when needed.
Bonus: Mid-Year Review
Mid-year financial and tax checkup to adjust estimates, compensation, and cash planning.
Bonus: Year-End Readiness Pack
Zero-stress filing checklist, organized documents, and clear year-end action items to avoid surprises.