CFO & Advisory Partnership: $3,000–$5,000/moImportant note: Your exact price depends on complexity (transactions, payroll, sales tax, how far behind the books are) and the level of strategy/advisory support you want. You’ll receive a clear fixed-fee proposal after the evaluation.
Trusted by business owners who want
clarity and clean systems
Client Win #1: Chicago Based Coffee Brand & Retailer
Before: Late + incorrect business tax filings, bookkeeping behind, and Sales & Use Tax over a year behind with state revenue issues. Financials weren’t reliable enough to guide decisions.
What we did: Completed an assessment, corrected prior filings, caught up bookkeeping, delivered accurate financial statements, and brought Sales & Use Tax filings current—plus supported setup of a state payment plan.
Result: Business tax compliance restored, books up to date, clear monthly financials, and Sales & Use Tax issues stabilized with a structured plan.
Client Win #2: Roadside Assistance Business based in Texas
Before: The client believed they were an S-Corp, but the S-Corp election wasn’t properly filed/accepted, leading to the previous two tax returns being filed incorrectly. Bookkeeping was also about a year behind, putting deductions and decision-making at risk.
What we did: Assessed their books and tax situation, confirmed they were actually an LLC, completed a bookkeeping cleanup, and implemented tax strategies based on accurate financials after discovering the business crossed the seven-figure mark.
Result: Clear entity status, corrected path forward, clean books, and a major reduction in tax burden—keeping more cash in the business.
Client Win: Texas Wellness Retreat Business
Before: A growing medical practice was profitable but still getting hit with surprise tax bills because planning was reactive and financial reporting wasn’t timely.
What we did: We assessed their books and tax position, created quarterly projections, and implemented an estimated tax plan and strategy around timing, deductions, and documentation—aligned with practice growth decisions.
Result: Predictable quarterly tax targets, fewer surprises, improved cash planning, and a significant reduction in tax burden—freeing up cash to reinvest in the practice.
FAQs
- Do you offer tax prep only (without monthly bookkeeping)?
Yes—depending on your situation. If your books are behind or complex, we may require a cleanup project and/or paid evaluation first so your return is accurate. - Why do you require a paid evaluation for many business clients?
Because complexity varies massively. The evaluation allows us to review your situation, scope correctly, and provide a fixed-fee quote that matches the real work and the value. - What if I’m behind on bookkeeping?
That’s common. We’ll scope a Cleanup & Setup project based on how many months are behind and the complexity of your accounts. - What if I need to file an extension?
Extensions can be a smart move when documentation is late or cleanup is needed. We’ll guide you through a structured extension + completion plan. - What documents do you need?
We’ll provide a secure checklist based on your entity type, payroll, and sales channels. - How quickly can we start?
We accept a limited number of new business clients each week during tax season. The fastest way to start is to book a discovery call today.
