Momentum
More Profit. Less Taxes. Smarter Financial Moves.
Best for Growing Businesses
This is our growth package and our most popular – best fit for firms, practices, and agencies making $300K+ that want a proactive financial strategy, deeper insights, and serious tax savings.
You’re no longer just “maintaining” your business—you’re focused on scaling, increasing profitability, and making smarter financial moves.
What’s included:
Everything in our Foundations Package but on a monthly basis rather than quarterly.
- Monthly Deep-Dive Financial Reviews
- CFO-Level Advisory Support
- Monthly Strategic Meetings
- Optional Add-ons: Invoicing, Bill Pay, and Payroll Management
* All packages serve as starting points and are tailored to meet our clients’ individual needs.
Starting at $2,500/mo
Momentum Plus:
Everything in Momentum, plus:
- Advanced Tax Planning & Proactive Strategy
- Quarterly Tax Estimate Reviews
- Business Entity Tax Optimization Strategy
Starting at $3,000/mo
View Our Packages
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