Choose your concierge CPA package

Launch

Investment starts at $1,000/mo.

A starter package for Solopreneurs in the $300k – $500k range who just want the essentials handled.

  • No more surprise tax bills – quarterly tax projections

  • Consistent owner paychecks – we run your S-Corp payroll and file every return

  • Bullet-proof bookkeeping – clear monthly P&L + Balance Sheet

  • Year-end compliance, done – both business and personal tax returns e-filed

  • IRS-notice shield – forward any tax notice, we handle it at no extra fee

  • 48-hour email replies – answers within two business days

 Elevate

Most popular - 70% of clients choose this plan.

Investment starts at $1,600/mo.

Quarterly advisory for Solopreneurs who want a clear cash-flow roadmap and proactive tax moves without full white-glove.

Everything from Launch, PLUS

  • Interactive KPI dashboard & 12-month cash-flow forecast – refreshed every quarter

  • Quarterly 60-min strategy call – fine-tune cash flow and neutralize your next tax hit.

  • Full tax projection every quarter – retirement & entity strategies baked in

  • Priority support — 24-hour email replies + IRS-notice shield

 

Momentum

Investment starts at $2,100/mo.

Monthly advisory for fast-growing Solopreneurs who need real-time numbers and on-call guidance.

Everything from Elevate, PLUS

  • Interactive KPI dashboard & live 12-month cash flow forecast — updated every month

  • Monthly 60-min strategy call — optimize cash, pricing, hiring, and growth levers

  • Always-current tax model — instant “what-if” scenarios to slash your tax bill in advance

  • White-glove support — 24-hr replies, text access, IRS shield