Get 15+ Hours Back to
Scale Your Revenue
Stop losing money on bookkeeping busy work, tax worries, and cash flow stress - redirect that time to sales, strategy, and growth that actually pays
1Do It Yourself
Managing your own books and taxes while running your business? Most owners discover they've been missing major tax advantages for years.
High Audit Risk2Basic Services
Basic bookkeepers and tax preparers focus on compliance only. Without proactive advisory, you'll miss key growth and tax-saving opportunities.
Missed Opportunities3Strategic Partnership
Get a comprehensive financial operations team that scales with your business - from Foundation compliance to Summit-level strategic guidance. We handle everything so you can focus on growth, not financial busy work.
• Weekly cash flow forecasting + accounts payable management
• Advanced tax planning + full IRS audit protection
• Executive strategy sessions + scenario planning workshops
• Business structure optimization + succession planning
• Integrated banking, expense management + year-round advisory access
Full-Service Business Partnership
Bookkeeping, Tax Preparation & Strategic Advisory
Foundation
Know your numbers and stay compliant
Purpose: Set a clean, compliant foundation
Clients invest on average
$975/month
MONTHLY CLOSE BY THE 25TH
- Clean books & reporting
- Business tax preparation
- Payroll Setup, Employee Onboarding & Processing Support
- Advisory (regular phone, email, and meetings)
- QuickBooks Online / Xero tech support
- Relay Online Business Banking & Expense Management
Ascend
Make faster decisions with real-time data
Purpose: Scale operations with weekly clarity
Clients invest on average
$1,950/month
MONTHLY CLOSE BY THE 25TH
- Everything in Foundation PLUS:
- Weekly bookkeeping adjustments
- Weekly Accounts Payable Management
- Bill.com service
- Dext Electronic Expense Management
- Weekly Cash Flow update on projected available funds
Summit
Prepare for expansion, hiring, or exit
Purpose: Build a profitable, leadership-ready enterprise
Clients invest on average
$3,000/month
- Everything in Ascend Plus:
- Monthly executive strategy sessions with you & your team
- Strategic dashboard development & scenario planning workshop
- Advanced 13-week rolling cash flow forecasting & scenario modelling
- Comprehensive business structure & legacy planning review
- Support for capital decisions, restructuring, or succession
Trusted By Entrepreneurs & Business Owners Nationwide









Professional Tax Services For Business Owners
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:
- Annual strategic tax planning & mitigation session
- Real-Time IRS account audit monitoring service
- Federal & State Notice Review and Response
- Federal & State Tax Extension's
- Professional tax strategy reports
Pinnacle
Executive Tax & Wealth Strategy
Discovery Chat Required
Rates determined during consultation
- Everything in Momentum, PLUS
- Quarterly tax & wealth strategy coordination
- Advanced multi-year tax planning analysis
- Estate & succession planning integration
- Advisory team coordination
- Executive decision partnership
We don’t just prepare taxes — we act as your advocate in the financial services industry, defending your wealth through sophisticated tax strategy, proactive planning and expert representation.
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
Let's Transform Your Financial Future
Reserve Your Discovery Chat — Your First Step Toward Clarity, Profit & Legacy
To give you the best guidance from the very start, all new clients begin by completing this brief questionnaire and scheduling a Discovery Chat. This ensures we understand your goals and can connect you with the CPA best suited for your situation. Discovery Chats are available in-person, via Google Meet, or by phone.
If you reach out by phone or email, our team will kindly direct you here first—so we can serve you efficiently and effectively.
Your Path to Financial Excellence
Step 1: Share Your Vision
By completing our brief questionnaire and reserving your Discovery Chat, you’ll give us the insights we need to uncover immediate opportunities and align solutions with your goals.
Step 2: Strategic Planning & Solution Design
We’ll analyze your books, records, and recent tax history to identify risks, unfiled returns, refunds, and missed strategies. Then we design a custom plan to optimize your business, taxes, and legacy path.
Step 3: Implementation & Growth
We don’t just hand you a plan—we walk beside you. From clean books to tax filings, strategy sessions, and family wealth planning, you’ll have a partner at every stage of your journey.
Why our clients partner with us
- Business Growth & Clarity: Scale profitably with financial systems that give you insight and control.
- Tax Strategy & Protection: From proactive savings to audit defense and tax debt resolution, we safeguard your business and family.
- Legacy & Wealth Transfer: Plan with confidence—preserving and transferring wealth across generations.