Year-Round CPA Advisory for Business Owners
The relationship that ties your books, taxes, and decisions together. Proactive CPA guidance all year, so you stop reacting in April and start planning ahead. Plans start at $150/month.
What it includes
A CPA in your corner all year
Who it's for
- Growing businesses that need more than a once-a-year return
- Owners making real decisions about hiring, expansion, or entity
- Businesses that want proactive tax planning, not just filing
- Owners who want a CPA who knows their numbers all year
Who it's not for
- You only want a single tax return filed once a year
- You are shopping purely on the lowest price
- You are not ready to keep your books current
- You expect unlimited, instant access to one person for everything
If that is you, a one-time return or planning session is probably the better fit, and we are happy to help with that instead.
How it works
Bookkeeping and planning feed the advice
Advisory is only as good as the numbers behind it. That is why it sits on top of clean books and proactive planning, not instead of them.
Clean books
Current, reconciled bookkeeping is the data advisory runs on.
Proactive planning
We look ahead and make moves before year-end, not after.
Year-round advisory
Regular guidance so every decision is backed by your numbers.
Service levels
Advisory plans start at $150/month, scoped to your business and how often we work together.
Need deeper financial leadership? Our fractional CFO tier starts at $1,250/month.
See If CPA Advisory Fits Your BusinessFAQ
Advisory questions
Still deciding? Complete the Business Review Form and we'll tell you honestly if it fits.