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MEMBERSHIP

Find one that works for you

  • Support Package

    27$
    Every month
    Upgrade from Email Newsletters to Your Go to Resources for All Taxpayers & Entrepreneurs
     
    • Important Announcements
    • Tax Due Date Reminders
    • Latest Tax News
    • Early Bird Specials to Events & Offerings
    • IRS Account Monitoring
    • Access to The Community Group

  • The CARE Mastermind®

    500$
    Every month
    +$350 Onboarding Fee
    Your Own Dedicated Bookkeeper & Community
     
    • Starting at $500 Per Month+
    • Monthly Done-For-You Bookkeeping
    • Financial Reports (Upon Request)
    • Monthly Office Hours - Tax
    • Exclusive Community Platform for Accountability & Support
    • Priority Access to Free Events
    • 24/7 Secure Client Portal
    • Discounts on Tax Services

  • The CARE Concierge™

    150$
    Every month
    Ideal for Your Loved One’s Estates
     
    • *Starting at $150 Per Month+
    • Income Tax Preparation for Individual & Estate
    • Federal Tax Extension
    • Year-Round Tax Team Access and Support
    • Audit Protection Plan
    • 24/7 Secure Client Portal
    • Discounts on Additional Services

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

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

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CFO/Controller is a great fit for established businesses doing $1M or more in revenue. We help bring clarity to your numbers, manage cash flow, keep your books clean, and provide strategic insight so you can make more informed decisions. Our financial leadership helps you stay on track, plan for growth, and free up your time to focus on running the business. 

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