Our Services
Simple, Strategic, CEO-Level Support Designed to Help You Stay
Compliant, Keep More Profit, and Lead Your Business with Confidence.
At A Plus Tax & Financial Solutions, we offer streamlined, high-impact services that meet CEOs exactly where they are, whether you need clarity before committing, a strategic financial reset, or full year-long partnership support.
01. Discovery Call
Get Clarity. Understand Your Options. Choose the Right Path.
This 20-minute complimentary call is designed to understand your current situation, identify your biggest challenges, and determine the best next step for working together.
This is not a strategy or advisory session.
It is a fit and direction call only.
Best for:
Business owners who want clarity on which service is right for them.
02. Partnership Packages
Year-Long Financial Leadership for CEOs
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Our partnership packages are designed for business owners who want ongoing tax strategy, financial oversight, and systems support, not just a once-a-year tax return.
Every partnership begins with onboarding and a Financial Systems Audit to ensure your foundation is solid before strategy is implemented.
Partnership Options Include:
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Core Partnership
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Signature Partnership
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Premium Partnership
Each level provides a different depth of support depending on your business needs.
03. CEO Advisory Session
A high-impact, one-time advisory experience for CEOs who are not ready for a year-long partnership but need immediate financial and tax clarity.
Investment: $997
This session is ideal if you already have a tax preparer or internal support, but want a strategist to review your numbers, systems, and plans and help you map out what to do next.
What’s Included
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90-minute private advisory session (Zoom)
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Financial systems and tax overview
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Strategic planning around profit, cash flow, and compliance
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Session recording and written summary
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Clear action plan for the next 6–12 month
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One follow-up call 30 days after session has been completed
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Email support for 30 days after session has been completed
What to Expect From Your CEO Advisory Session
Step 1: Gather & Analyze
After booking, you’ll complete a detailed intake so I can review your financials, priorities, and current structure. This allows me to come into our session fully prepared with clarity, insights, and a personalized strategy, so we don’t waste time catching up.
Step 2: Meet & Strategize
We’ll meet for a 90-minute working session focused on 2–3 priority areas, such as tax readiness, profit planning, cash flow decisions, or business structure. This is a focused meeting designed to move the needle, not overwhelm you.
Step 3: Act & Anchor
You’ll leave with a clear action plan, session recording, and written summary so you know exactly what to implement next. You’ll also receive 30 days of email support to ask follow-up questions as you take action, plus a 30-minute check-in call one month later to ensure everything is flowing smoothly.
Best for:
CEOs who want clarity and strategy without a long-term commitment, yet.
Lets Chat!
Have a question? Get in touch to learn more.
