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This is for You If…
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You feel behind, disorganized, or unsure about your numbers
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You’re an entrepreneur making $5K+/month
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You want tax time to feel predictable, not panicked
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You know financial clarity is key to growth but don’t have time to DIY
What’s Included Each Month
Monthly Bookkeeping
Profit & Loss Reports You Can Actually Read
Quarterly Tax Prep Check-ins
Dedicated Support Portal
Year-End Tax File Organization
Tiered Pricing
$297/month
For businesses under $100K/year
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Monthly bookkeeping + reconciliation
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Basic tax prep review
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Support portal access
No long-term contracts. Cancel or upgrade anytime.
Premium Options
Ask about bundling these with your current tier.
CFO Strategy Calls
Annual Tax Filing (Business & Personal)
Payroll Setup & Ongoing Support
The Transformation
Make informed decisions with confidence
Stay ready for tax season year-round
You start acting like the CEO you are.
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