What’s Included in Your CPA Membership
One flat monthly fee. Direct CPA oversight. Strategy built in. Compliance handled seamlessly. Backed by our 90-Day Value Guarantee.
A CPA Membership Designed for Serious Owners
At Boulanger CPA, you don’t just get software or a seasonal tax return. You get direct oversight from a licensed CPA who manages your books, payroll, and tax strategy — every month.
We’ve built a boutique membership model that blends the trust of a traditional CPA with the efficiency of a flat monthly fee. That means:
- Financials by the 25th (guaranteed) — reconciled, CPA-prepared, on time every month (with timely data).
- Payroll, fully managed — filings handled, W-2s/1099s delivered, compliance on autopilot.
- Business + personal returns included — no hidden invoices, ever.
- Quarterly CPA strategy sessions — proactive planning for tax savings, compensation, and growth.
- Secure client portal — one place for documents and guaranteed response SLAs.
- CPA-led service — every membership reviewed by a licensed CPA, not an assistant or call center.
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Boulanger CPA
Your success starts with the right financial guidance. Let’s talk—reach out today!
Real CPA Oversight + Seamless Virtual Delivery
At Boulanger CPA, you don’t just get software or seasonal tax prep. You get direct oversight from a licensed CPA who manages your books, payroll, and tax strategy — every month, with precision and accountability.
Our boutique membership combines the trust of a traditional CPA firm with the efficiency of a flat monthly model. That means:
- Financials delivered by the 25th (guaranteed) — reconciled, CPA-prepared, and ready for decision-making (with timely client data).
- Payroll on autopilot — filings handled, W-2s/1099s issued, compliance built-in.
- Business + personal returns, bundled — one predictable fee, no hidden invoices.
- Quarterly CPA strategy sessions — proactive planning for tax savings, compensation, and growth.
- Secure client portal + published SLAs — guaranteed response times, no scattered emails.
- National reach, local expertise — Oklahoma & California offices serving owners nationwide.
Our membership is designed to give you
clarity, compliance, and confidence — without the hidden costs or seasonal stress of traditional firms.
Who Our CPA Membership Is Designed For
We partner with serious operators who are ready to stop juggling vendors and start working with one CPA team that handles it all — books, payroll, taxes, and strategy — in one seamless membership.
Best Fit Clients
- S Corporations, LLCs, and Partnerships
- Franchise operators (restaurants, fitness, retail)
- Contractors & professional service firms
- Owner-operators with 1–50 employees
- Multi-entity groups needing consolidated reporting
What They Have in Common
- ✔ They’re done juggling multiple vendors for books, payroll, and tax prep
- ✔ They value predictable pricing — no surprise invoices
- ✔ They want CPA oversight, not bots or call centers
- ✔ They expect monthly deliverables and year-round strategy
Not a Fit
- ✘ One-time tax prep clients (we don’t offer seasonal returns)
- ✘ DIYers looking for software-only solutions
- ✘ Businesses unwilling to provide monthly data by the 7th
👉 Memberships are limited. We only accept a set number of new clients each month to ensure every member receives direct CPA-level attention.
What’s Included in Your CPA Membership
Membership means more than tax prep or payroll support. You get a complete, CPA-led financial system delivered every month — with guaranteed deliverables, proactive strategy, and one flat fee.
Financials by the 25th (Guaranteed)
Reconciled books, CPA-prepared statements, and a reporting package delivered by the 25th of the following month.
Guarantee assumes data is received by the 7th. If delayed, preliminary reports are issued and finalized once complete.
Payroll, Seamlessly Managed
Payroll run in iSolved/Payroll Vault with all filings handled. W-2s and 1099s delivered — without juggling multiple vendors.
Business + Personal Returns, Bundled
Both your business return and your personal return (owner-operator) included in one flat monthly fee. No hidden invoices.
Quarterly CPA Strategy Sessions
We meet each quarter to optimize compensation, project taxes, and adjust proactively — so there are no surprises at year-end.
Secure Client Portal + SLAs
All communication flows through our secure portal with published response times — no scattered emails or missed threads.
Direct CPA Oversight
Every membership is reviewed and managed by a licensed CPA in the U.S. — not assistants, bots, or call centers.
Strategic Partnership members unlock premium benefits: Weekly CPA Office Hours, IRS transcript monitoring + Notice Shield, and custom KPI dashboards.
Our 90-Day Value Guarantee
If we cannot demonstrate value equal to your membership fee in 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. 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 access.
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 all client data is uploaded by the 7th. If documents are delayed, we provide preliminary reports and finalize once complete.
What is the client data deadline?
All required documents (bank/credit card statements, payroll data, loan info, etc.) must be uploaded by the 7th 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 ACH or credit card autopay. This cadence ensures consistent delivery and preserves CPA capacity.
Is there a setup fee?
Yes. We charge a one-time Onboarding & Strategy fee starting at $2,500(varies by complexity) to cover onboarding, books assessment and cleanup (as needed), payroll tune-up, initial tax projection, and your first CPA strategy sessions.
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; individual 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 as strategy 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?
We quote backwork separately during Implementation & Cleanup. Once current, all ongoing monthly work is included in 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.
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.
Apply for Membership See What’s Included