CPA Membership Services for Business Owners Nationwide

Our CPA membership gives you a complete financial system—bookkeeping, payroll, tax prep, and strategic support—bundled into one monthly service. No hourly billing. No guesswork.

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A Modern CPA Membership—Led by a Licensed Professional, Not a Portal

Running a business is complex. Managing your books, payroll, and tax filings shouldn't add to that stress.


At Boulanger CPA, we deliver monthly CPA-led membership services to business owners who want everything handled—without juggling 3 different vendors or guessing what their tax bill will be.


Our memberships include:

  • Monthly prepared financial statements
  • Payroll processed through iSolved or Payroll Vault
  • Quarterly strategy calls with your CPA
  • Business and personal tax prep—all included



Whether you're in Oklahoma, California, or anywhere else in the U.S., you’ll work with a licensed CPA who understands your goals, reviews your numbers monthly, and helps you stay compliant, confident, and growth-focused.


We’re not just a tax firm—we’re your outsourced financial system.


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Boulanger CPA

Your success starts with the right financial guidance. Let’s talk—reach out today!

The Best of Both Worlds: Real CPA Oversight + Seamless Virtual Support

At Boulanger CPA, you don’t just get software or a seasonal tax return. You get a real, licensed CPA who oversees your books, payroll, and tax strategy—every month.


We’ve combined the trust of a traditional CPA firm with the efficiency of a modern tech-enabled membership model. That means:


  • You receive prepared financial statements and a reporting package by the 25th of each month
  • Your payroll is processed in Payroll Vault, with all filings handled
  • You meet quarterly with your CPA to review your numbers and stay ahead of tax deadlines
  • All communication is done through our secure portal, not scattered emails or hard-to-reach assistants
Our membership was built to give you clarity, compliance, and confidence—without micromanaging accountants or worrying about what things will cost.

Whether you're based in Oklahoma or operate remotely across the U.S., you’ll get the same responsive support, proactive guidance, and transparent pricing.

Who Our CPA Membership Is Designed For

We work with serious business owners who are ready to stop piecing together their financial systems and start working with one CPA who handles it all.


Our clients include:


  • S Corporations
  • LLCs & Partnerships
  • Contractors & Professional Services Firms
  • Owner-Operators with 1–50 Employees
  • Multi-entity businesses needing consolidated CPA support


What they all have in common:


✔️ They’re tired of working with 3 different vendors for bookkeeping, payroll, and tax prep
✔️ They want predictable pricing, not surprise invoices
✔️ They want a real CPA—not a call center or portal-only solution
✔️ They want monthly deliverables, clean reporting, and year-round strategy


We work with clients across the U.S.—from solopreneurs to growing teams—through our flat-fee membership structure.


If you’re ready to stop reacting and start building with clarity, we’d love to work with you.


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What’s Included in Your CPA Membership

When you join our CPA membership, you’re not just getting tax prep or help with payroll—you’re getting a complete, CPA-led financial system delivered every month.

🧾 Tax Preparation

We prepare and file your federal and state tax returns—both business and personal (if you’re an owner-operator). All filings are CPA-reviewed and delivered through your secure portal.

📅 Quarterly Tax Planning

You’ll meet with your CPA four times per year to review your numbers, optimize your compensation, and make proactive decisions before tax season hits.

📊 Monthly Financial Reporting

Each month, we close your books and deliver:
– Prepared financial statements
– A reporting package tailored to your business
– On-time delivery by the 25th of the following month

💵 Payroll Processing

We run payroll through iSolved or Payroll Vault, file quarterly payroll returns, and issue W-2s and 1099s. All payroll is managed by your CPA team—no call centers or external vendors.

🔐 Portal-Based Support

We don’t rely on scattered email threads. All communication happens through our secure client portal—so your questions, documents, and updates stay organized and accessible.

🤝 CPA Oversight

Every account is overseen by a licensed CPA, based in the U.S. You’ll have direct access to your CPA throughout the year—not just at tax time.

Frequently Asked Questions

Do you offer one-time tax returns?
No. We only work with ongoing members so we can deliver consistent, strategic results all year—not just in April.

What’s included in the CPA membership?
You’ll receive monthly bookkeeping, prepared financial statements, full payroll processing via iSolved or Payroll Vault, business and personal tax returns, quarterly strategy check-ins, portal-based support, and reports by the 25th of each month.

Is this only for businesses in Oklahoma?
Not at all. While we have offices in Oklahoma and California, we serve clients nationwide with 100% remote, secure CPA-led service.

How much does it cost?
Membership starts at $475/month and is based on business size and service complexity. See full pricing tiers here.

When do I get reports?
You’ll receive your full monthly reporting package by the 25th of each month, prepared by a CPA and delivered via your secure portal.

Take the First Step Toward CPA-Led Monthly Membership

Running a business is hard enough—you shouldn’t have to chase your accountant, manage separate systems, or guess when tax season comes around.

Our CPA membership gives you one flat monthly fee and full-service support—including bookkeeping, payroll, tax prep, and strategy. We’re not here to sell you a tax return. We’re here to become your financial partner—month after month, report after report.

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