Our Full-Service Business Partnership
Financial Operations, Tax Strategy & CFO-Level Advisory
All plans start with our 90-day Prosperity Pathway™ (cleanup, reporting rhythms, tax positioning).
Foundation
Accounting, Tax & Compliance Services
Monthly Close, Payroll Setup, Compliance & Support
Purpose: Establish a clean, audit-ready financial foundation
Typical Investment:
$975/month
monthly close by the 25th
- Bookkeeping & Financial Reporting
- Business tax preparation (federal & state)
- Mid-year & year-end strategic tax planning
- Payroll setup & employee onboarding support
- QuickBooks Online / Xero tech support
- Banking & expense infrastructure (Relay, Dext) setup
Client Communication
- Advisory via scheduled phone consultations
- Most communication is handled via secure portal
- Direct phone access is not included; calls must be scheduled in advance
Best for: Owners formalizing systems and eliminating compliance risk
Ascend
Controller & Operational Advisory
Weekly Bookkeeping, Cash Forecasting, and A/P Systems
Purpose: Scale operations with weekly clarity
Typical Investment:
$1,950/month
monthly close by the 25th + weekly updates
- Everything in Foundation PLUS:
- Weekly bookkeeping adjustments & variance review
- Weekly accounts payable management
- Bill.com A/P workflow & approvals
- Dext electronic expense management
- Weekly cash-flow forecasting and payable scheduling
Client Communication
- Advisory via scheduled phone consultations
- Most communication is handled via secure portal
- Direct phone access is not included; calls must be scheduled in advance
Best for: Teams growing headcount, spend, and transaction volume.
Summit
CFO & Strategic Business Consulting
Executive Strategy, Modeling, and Exit Readiness
Purpose: Build a profitable, leadership-ready enterprise
Typical Investment:
$3,000/month
Executive cadence + advanced modeling
- Everything in Ascend PLUS:
- Monthly executive strategy sessions (leadership + finance) with you & your team
- Strategic dashboards & scenario/pricing workshops
- Advanced 13-week rolling cash-flow & sensitivity modelling
- Entity optimisation, succession & legacy planning reviews
- Support for capital decisions, restructuring, or sale readiness
Client Communication
- Advisory access via scheduled meetings, and direct phone
- Direct phone access to your client manager; calls typically returned same business day
- Scheduled Google Meet access for screen sharing and strategy sessions
Best for: Multi-entity owners planning expansion, financing, or transition.
Individual Tax Services
pathway
Tax Compliance & Support
$199/month
Starting rate for individual taxpayers
- Unlimited Consultations
- Annual tax return video review
- Annual federal & state income tax return filing
- Quarterly estimated payment vouchers
- Complete CPA firm access
momentum
strategic tax planning & Resolution
Discovery Chat Required
Rates determined during consultation
- Everything in Pathway, PLUS:
- Bi-Annual strategic tax planning & mitigation sessions
- Real-Time IRS account audit monitoring service
- Federal & State Notice Review and Response
- Federal & State Tax Extension's
Pinnacle
Executive Tax & Wealth Strategy
Discovery Chat Required
Rates determined during consultation
- Everything in Momentum, PLUS
- Quarterly tax & wealth strategy check-ins
- Advanced multi-year tax planning analysis
- Estate & succession planning integration
- Advisory team coordination
Our Approach to Tax & Wealth Strategy
Making Smart Tax Decisions
We take the lead on your tax strategy, ensuring every business and personal decision is optimized for your long-term wealth building objectives.
- Proactive multi-year tax strategy development
- Business structure optimization and analysis
- Integration with your business growth objectives
- Strategic timing of income and deductions
Aggressive Tax Mitigation
We aggressively pursue every legitimate strategy to minimize your tax liability while ensuring full compliance and audit protection.
- Advanced depreciation and bonus strategies
- Sophisticated compensation planning
- Tax-efficient business operations design
- State tax minimization strategies
Protecting your assets
Comprehensive protection from IRS challenges, audits, and tax-related threats to your business and personal wealth.
- Full IRS and state tax authority representation
- Audit defense and examination support
- Asset protection through proper structuring
- Penalty abatement and interest reduction