We work together on a 12-month basis—because transforming your finances and getting the IRS off your back takes more than a hot minute! This gives us enough time to tidy up your books, put rock-solid strategies in place, and help you feel like the financial boss you are. It’s like the Netflix subscription you’ll never want to cancel!

We keep things efficient and easy! ALL communication happens through email and our secure client portal, which you can conveniently access via our app—so we’re always just a tap away.

The frequency of our meetings depends on the membership level you choose. Check out our Membership page to explore the options and find the perfect fit for your business!

The investment depends on the level of membership selected. The first level starts at $550/month. 

All our membership are paid on a monthly basis - on the 1st of each month. You can choose to make the payment with a credit card or bank account.

All memberships are billed monthly on the 1st of the month. Payments will be auto-debited from your bank account or auto-charged to your credit card, depending on the payment method you selected in the agreement—easy peasy!

While we typically stick to the 1st, we totally get that life happens. If you ever need to delay payment to the 15th for a one-off or rare occasion, just let us know, and we’ll work with you.