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Inside Our
Process & Pricing

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Cash Flow Optimization

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Tax Battle Plans

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Bottom Line Clarity

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Get the most bang for your buck with our Select Advantage Memberships

  • Direct access. Members receive direct access to partners through 1:1 calls and faster response times.

  • Enhanced services. Our two monthly add-on memberships include elevated services beyond basic accounting, tax prep, or consulting.

  • Abundant freebies. Members also receive IRS audit protection and free tax prep for their kids.

  • Priority service. Members pick their priority for tax prep.

For proactive business owners ready to stay ahead of the curve and maximize their investment, Select Advantage Memberships are the place to be.

Explore Services

  • Note: Complete service inclusions and plan specifics are laid out in the engagement letter.

Basic Services

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Hourly Rate on
Monthly Pay Schedule

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PRO
MEMBERSHIP

$250 per month

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PREMIUM
MEMBERSHIP

$500 per month

Get to know our one-of-a-kind process

Step 1

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  • Apply for engagement with us.

Step 2

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  • If it’s a good fit, we’ll get you onboarded.

Step 3

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  • Basic services are billed at our hourly rate. Upgrade to a Select Advantage Membership (Pro or Premium) for direct access, priority service, and elevated service inclusions.

Apply Now
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A Fully Digital Experience

We aren’t the right fit for everyone. Our unique process is best suited for business owners with:

  • A proactive mindset

  • Tech-savvy serial entrepreneurs

  • Those eager to reach new heights

For Prospects

  • Complete our application for engagement with us.

  • If we’re a good fit, you’ll be invited to book a discovery call.

  • Finalize a custom engagement agreement.

Client Onboarding

  • Complete our questionnaire and upload your documents.

  • We complete diagnostics and review with you.

  • Plan projects with you and establish deadlines.

Current Clients

  • Depends on "Select Advantage" membership chosen in Engagement.

  • Hourly rates are billed monthly or upon project completion.

  • Videos, blogs, and instructions for common questions (how to use the portal, how to pay online taxes, how to use QuickBooks, etc.)