Your road to financial success starts here…

A comprehensive financial solution for your money life as a solopreneur.

 
 

 Three levels of 1:1 CPA services
for solopreneurs

Launch

A starter package for solopreneurs with $150K-$250K in revenue.

We’ll get finances off of your plate and cover all the essentials.

  • Let us handle your bookkeeping with QuickBooks Online.

  • Get consistent paychecks each month directly to your bank account

  • No more IRS surprises. Pay the right amount each year

  • Financial reports custom-built for you, so you’ll actually enjoy reading them

  • Quarterly financial strategy meetings

  • Included → Income tax preparation, payroll processing

Investment starts at $1,500/mo.

Grow

Ideal for solopreneurs with $250K-$500K in revenue.

Your life is more than just your business.

We’ll map out your money journey and focus on taking steps to make it a reality.

  • Everything from Launch, PLUS

  • Cash flow planning so you know the impact of financial decisions before making them.

  • Monthly financial strategy sessions

Investment starts at $2,100/mo.

Expand

Ideal for solopreneurs with $500K-$2M in revenue.

Cover everything your financial life needs.

  • Everything from Grow, PLUS

  • An In-Depth Plan to help you optimize your business to suit your lifestyle. We’ll create a plan to save for retirement, emphasizing the journey over the destination.

  • KPIs that help you track your progress on personal and business goals

  • Monthly financial strategy sessions

  • Outsource bill pay and cash collections.

  • Anything you need, I’m your guy.

Investment starts at $3,500/mo.