Subscriptions

Our monthly recurring subscription services provide direct access to a CPA to manage your financial needs. This is tailored to clients that want to be hands on and educated on their financial operations but need assistance or advice for new issues that may arise.

This is a cost efficient way to focus on growing your business and leaving the hard part to the professional!

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Corporations - Partnerships - S Corporation - $150 / 1 Month and a $25 sign-up fee
This wealth management plan is for existing and new separate legal entities*. You’ll have direct access to a CPA for all business planning and financial advising. This strategic planning fee includes 1120,1065,1120S filing that will mitigate tax risks and ensure your business investment align with your corporation’s financial growth scale goals. *Entities with less than $500,000 Annual revenue*
Small Business- DBA & LLC - $100 / 1 Month and a $25 sign-up fee
This plan is for new and existing small business owners. Access for ongoing advising and financial needs. Includes a book keeping template for tracking revenue and expenses. QuickBooks account review and assistance for clean-up and standard features. State and annual reporting compliance. Annual Tax Return Filing is included.
Individual - Financial Advising and Budgeting - $50 / 1 Month and a $25 sign-up fee
You'll have direct access to a Certified Public Accountant. If you are looking for advise on saving, goal setting, preparing a will, planning for a career change, budgeting, or becoming debt free this is the option for you. This discounted pricing includes the cost of your annual tax return filing, a credit score review, a employer withholding analysis.
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