What’s Included in Your CPA Membership
One flat monthly fee. CPA-prepared financials delivered by the 25th. Payroll compliance. Business + personal returns included. Backed by our 90-Day Value Guarantee.
A Modern CPA Membership — Real Oversight, Predictable Delivery
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, flat-fee membership model. That means:
- Financials by the 25th (guaranteed) — as long as client data is received by the 7th.
- Payroll fully managed — run in iSolved/Payroll Vault, all filings handled.
- Business + personal returns included — no surprise invoices.
- Quarterly CPA strategy sessions — proactive planning, not reactive scrambling.
- Secure client portal — all documents and Q&A in one place, not scattered emails.
- CPA-led service — every account reviewed by a licensed professional, not an assistant or call center.
Our membership was built to give you
clarity, compliance, and confidence — without micromanaging accountants or guessing what things will cost.
Connect With
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 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 flat-fee membership model. That means:
- Prepared financials delivered by the 25th (assuming client data by the 7th).
- Payroll compliance handled end-to-end in iSolved/Payroll Vault.
- Business + personal returns included in one predictable fee.
- Quarterly strategy sessions with your CPA — proactive, not reactive.
- Secure client portal for all communication — no scattered emails or missing documents.
- National reach with local insight from our Oklahoma & California offices.
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 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.
Best Fit Clients
- S Corporations, LLCs, Partnerships
- Franchise operators (restaurants, fitness, retail)
- Contractors & professional service firms
- Owner-operators with 1–50 employees
- Multi-entity businesses needing consolidated reporting
What They Have in Common
- ✔ They’re tired of juggling 3 different vendors for books, payroll, and tax prep
- ✔ They want predictable pricing, not surprise invoices
- ✔ They want CPA oversight — not bots or call centers
- ✔ They want monthly deliverables and year-round strategy
Not a Fit
- ✘ One-time tax prep clients (we don’t do seasonal returns)
- ✘ DIYers looking for software only
- ✘ Businesses unwilling to provide monthly data by the 7th
👉 Memberships are limited. We accept only a set number of new clients each month to ensure every member gets true CPA-level attention.
What’s Included in Your CPA Membership
When you join our membership, you’re not just getting tax prep or payroll support. You’re getting a complete, CPA-led financial system delivered every month — with guaranteed deliverables and flat-fee pricing.
Prepared Financials by the 25th (Guaranteed)
Books reconciled, CPA-prepared statements and a reporting package delivered by the 25th of the following month.
Note: Guarantee assumes client data is received by the 7th (bank/credit card statements, payroll data, loan statements, etc.). If delayed, preliminary reports are issued and finalized once complete.
Payroll Compliance
Payroll run in iSolved/Payroll Vault, all filings handled, W-2s and 1099s delivered — without juggling multiple vendors.
Business + Personal Tax Prep
Both your business return and your personal return (owner-operator) are included in one flat monthly fee.
Quarterly CPA Strategy Sessions
We meet quarterly to optimize compensation, forecast taxes, and adjust proactively so there are no surprises at year-end.
Secure Client Portal
All documents, Q&A, and communication flow through our secure client portal — never scattered emails or missed threads.
CPA Oversight
Every membership is reviewed and managed by a licensed CPA based in the U.S. — not assistants, bots, or call centers.
Peace of Mind members unlock additional benefits: Weekly CPA Office Hours, transcript monitoring + IRS 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.
We do not guarantee specific tax outcomes. Individual circumstances vary.
Frequently Asked Questions
What’s included in my membership?
CPA-prepared monthly financials, payroll compliance, business + personal tax prep, quarterly CPA strategy calls, and secure portal support. Peace of Mind members also get weekly office hours, transcript monitoring, KPI dashboards, and expanded protection.
When will I receive my monthly reports?
We deliver prepared financials by the 25th of the following month, assuming complete client data is provided by the 7th (bank/credit card statements, payroll data, loan statements, etc.). If data is late, we issue preliminary reports and finalize when complete.
What is the client data deadline?
Please upload required documents by the 7th of the following month. That enables on-time 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 autopay (ACH/credit card). This cadence supports consistent delivery and CPA capacity.
What is the Implementation & Cleanup fee?
A one-time $1,500–$3,000 fee (based on complexity) covering catch-up bookkeeping, payroll tune-up, and tax projection setup for a clean start and faster early wins.
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.
How fast do you respond?
Published SLAs (business hours): Peace of Mind 12-hour response (live slot within 24h); Growth 24h (live within 48h); Core 36h (live within 72h). “Quick Q&A” = questions answerable in under 10 minutes; larger items are scheduled sessions.
How long does payroll setup take?
We begin a payroll audit immediately and schedule corrections within your first 48 hours. Final go-live can 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?
We submit authorization promptly, but IRS/state acceptance times vary and are outside our control. Monitoring and representation begin as soon as the agency recognizes our authority; we’ll confirm once active.
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: consolidation and broader multi-state support.
Can I sign up just for tax prep?
No. We operate as a membership so you get year-round clarity and proactive planning, not seasonal transactions.
What if my books are behind?
We quote backwork separately during Implementation & Cleanup. Once current, ongoing monthly work is covered by your membership.
Is this fully virtual? How do we share documents?
Yes—national, virtual-first. All documents flow through our secure client portal. We do not 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