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.