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MEMBERSHIP

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  • The CARE Mastermind™ Package

    500$
    Every month
    +$350 Onboarding Fee - Waived After Coaching
    Ideal for Service-Based Sole Props, LLCs, and PLLCs
     
    • Starting at $500/month+
    • Monthly Mastermind
    • Monthly Done-For-You Bookkeeping
    • Monthly Office Hours - Tax
    • Exclusive Community Platform for Accountability & Support
    • Free & Discounted Events & Workshops
    • 24/7 Secure Client Portal
    • Resource Library
  • Best Value

    All Inclusive Package

    750$
    Every month
    +$350 Onboarding Fee - Waived After Coaching
    Your Dedicated Team of Experts
     
    • *Starting at $750/Month+
    • Everything in Accountant Package Plus
    • Everything in Tax Advisory Package Plus
    • *Everything in S-Corporation Bundle Plus
    • *Audit Protection Plan
    • Access to The Community

  • CFO/Controller Package

    1,500$
    Every month
    +$1,000 Onboarding Fee
    Your Own Dedicated CFO/Controller
     
    • *Starting at $1,500 Per Month+
    • Review Your Accounting System Setup
    • Monthly Financial Health Review
    • Monthly Cash Flow Projections
    • Team Training, Guidance, & Support
    • 24/7 Secure Client Portal
    • Discounts on Additional Services

​The CARE Mastermind is ideal for solo service-based sole proprietors, LLCs, and PLLCs seeking an entrepreneurial support system with monthly done-for-you bookkeeping services.

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​The Accountant Package is ideal for LLCs, PLLCs, and corporations with employees who are focused on business growth and need ongoing accounting support.

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All-Inclusive Package is designed for businesses with a gross revenue of $250k or more that are scaling and looking for all-inclusive, year-round tax advisory services to minimize their taxes.

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