LAUNCH
Perfect for Small Businesses Starting Out or Looking to Get Organized
This plan is designed for businesses that need essential accounting support to ensure their financials are in order and provide a strong foundation for growth.
$700/month
MONTHLY CLOSE BY THE 25TH
Monthly Financial Insights
Growth-Driven Tax Preparation
Payroll Made Easy
Personalized Business Consultations
QuickBooks tech support
Access to weekly Office Hours
Why Choose This Plan?
With the Foundation Plan, you’ll receive the core accounting services you need to keep your books clean and organized.
We help you stay on top of your bookkeeping, manage expenses, and track cash flow so you can focus on building your business. It's the perfect starting point to ensure your financials are accurate and compliant.
Momentum
Perfect for Growing Businesses Ready to Scale
This plan is designed for businesses
experiencing growth, and looking for more comprehensive accounting oversight to keep pace with their expanding needs.
$1350/month
MONTHLY CLOSE BY THE 25TH
Everything in our Foundation Plan
Weekly Financial Tune-Ups
Spending Optimization Oversight
Weekly Cash Flow Insights.
Why Choose This Plan?
The Momentum Plan gives you the tools to take your business to the next level. With weekly financial updates, bill management, and advanced cash flow insights, you’ll have the clarity and control needed to scale efficiently.
Our team ensures your accounting stays on track as your business grows, so you can focus on bigger opportunities.
Elevation
Perfect for Established Businesses Needing Full-Service Accounting and Strategic Financial Guidance
This plan is designed for businesses that require advanced accounting services, ongoing financial strategy, and proactive management to stay competitive and maximize profitability.
$2050/month
WEEKLY OUTSOURCED BILL MANAGEMENT AND COLLECTION OVERSIGHT
Everything from Launch & Scale, PLUS
Weekly Bill Management
Track Payments and Reduce Unpaid Invoices
Implement Company Wide KPI's
Why Choose This Plan?
With the Elevation Plan, you get a dedicated team managing every aspect of your accounting, from accounts receivable and payables to strategic planning.
We provide deep financial insights, help you make data-driven decisions, and ensure your business is always on a solid financial footing. This plan is built for businesses that are ready to elevate their financial operations and stay ahead of the competition.
Take the first step towards optimizing your finances with a personalized consultation that delivers immediate value.
As a nationwide CPA firm based in Iowa, we offer unparalleled expertise in navigating the complex financial landscapes across all 50 states. Our role as your personal Chief Financial Officer goes beyond traditional accounting, providing comprehensive financial stewardship tailored to your unique needs and aspirations.
Comprehensive review of your current financial situation
Identify and mitigate potential tax issues and uncover opportunities
Develop your personalized Roadmap to Wealth
We begin by understanding your goals, priorities, and addressing any financial concerns you may have.
We conduct a thorough tax analysis, providing strategies to address unfiled returns, manage tax debt, and minimize liabilities.
We discuss potential tax savings and create your personalized "Roadmap to Wealth," highlighting legal "loopholes" backed by citations to ensure compliance and protect you during audits.
We plan next steps to implement your Roadmap to Wealth and discuss ongoing strategic services tailored to your needs.
You'll receive a comprehensive financial analysis, tax risk assessment, and a personalized strategy session with James C. Yochum, CPA - an expert with over a decade of experience in corporate accounting, audits, and tax consulting.