Service Packages

Most CPA firms bill their clients based on hourly charges.  No one is ever satisfied with this arrangement – you hate getting a bunch of invoices that you don’t understand, and we hate entering our time.  We believe a better arrangement is to let you know up front what our relationship will look like – both scope of services and our annual fees, along with the tangible value we will deliver for our fee.



Best Suited for Start Ups and Stable Businesses


Best Suited for High Growth Businesses or Those Looking Rapid Improvement


Best Suited for Businesses Looking to Maximize Wealth Creation
Federal / State Income Tax Returns
CPA Prepared Financial StatementsAs RequiredAs RequiredAs Required
Annual End of Year Tax Minimization PlanEncouraged
Ad-Hoc Questions and Advise
Quarterly Check InN / AN / A
Impact Seminars
Co-Development of Annual Business and Wealth Goals
Quarterly Goal and Business Improvement Work Session
Financial Wealth Plan with Bi-Annual Monitoring
Consulting Services (e.g. forecasts and projections, valuations, other CEO and CFO support services)As RequiredAs RequiredAs Required
Representation with federal, state, and local tax authoritiesAs RequiredAs RequiredAs Required