ANNUAL FINANCIAL & TAX STRATEGY PARTNERSHIP PACKAGES

How Our Partnership Works

Step 1: Apply for Partnership
Complete our partnership application so we can review your business, goals, and needs. If there’s alignment, you’ll be invited to move forward.
Step 2: Onboarding & Financial Systems Audit
Once accepted, you’ll complete onboarding and submit your onboarding fee, which covers your initial setup, document review, and Financial Systems Audit. This allows us to fully assess what you have, what you need, and how we’ll support you.
Step 3: Ongoing Partnership Support
Your partnership officially begins, and we implement the agreed-upon services for your selected package-providing strategy, compliance support, and advisory throughout your support period.

CORE

Foundational Compliance & Financial Setup

Who This Is For
Designed for startup and early-stage non-medical home health agencies, home care providers, and service-based entrepreneurs who want to stay compliant, organized, and financially confident from the start.

This partnership is ideal if you need your financial systems set up correctly, your taxes handled properly, and strategic guidance, without ongoing monthly advisory.

What This Partnership Supports
The Core Partnership helps you:

Establish compliant financial systems
Prepare correctly for business and personal taxes
Receive strategic direction during your setup phase
Avoid common compliance and tax mistakes

What’s Included

Annual Business Tax Preparation
Annual Individual Tax Preparation
One Strategic Planning Session
Quarterly Estimated Tax Guidance
One Financial System Setup & Review Session
(includes bookkeeping setup and compliance review)
Year-Round Unlimited Email Support During Business Hours

After the Initial 6 Months
After the initial partnership period, ongoing support is limited to email guidance unless you choose to upgrade into a Signature or Premium partnership.

Annual Investment:
Starting at $3,000 (payment plans available)
Onboarding Fee: $500 (one-time fee)
Final pricing may vary based on business complexity and needs

Next Step:
This partnership is offered by application only.

Apply for Partnership

SIGNATURE PARTNERSHIP (Most Popular)

Ongoing Strategy & Financial Oversight

Who This Is For
Designed for agencies and service-based businesses that need active, ongoing financial and tax strategy, not just compliance. This partnership is ideal for businesses who want consistent guidance, planning support, and accountability throughout the year.

What This Partnership Supports
The Signature Partnership supports businesses that are making regular financial decisions and want proactive strategy, improved cash flow visibility, and year-round planning without full implementation.

What’s Included

Everything included in the Core Partnership
Quarterly Strategic Planning Sessions
One Monthly Advisory Call (30 minutes)
Quarterly Account Reconciliation Review
Quarterly Profit & Cash Flow Review
Quarterly Tax Projections & Action Plan
Year-Round Priority Email Support during Business Hours

Investment
Starting at $7,500 (payment plans available)
Onboarding Fee: $500 (one-time fee)
Final pricing may vary based on business complexity and needs

Next Step
This partnership is offered by application only.

Apply for Partnership

Premium CFO Partnership

Private Tax & Financial Strategy Advisory for CEOs

Who This Is For
Designed for established home health agencies and serviced-based businesses who want ongoing strategic guidance, financial clarity, and proactive tax planning throughout the year. This partnership is for CEOs who need hands-on support, consistent oversight, and advanced strategy as their agency continues to grow.

What This Partnership Supports
The Premium Partnership supports agencies that require monthly financial oversight, advanced tax planning, and year-round strategic advisory to protect profit, remain compliant, and make informed leadership decisions with confidence.

What’s Included:

Everything included in the Core and Signature Partnerships
Monthly Bookkeeping
One Monthly Advisory Call (60 minutes)
Advanced Tax Planning & Implementation
IRS Compliance Oversight & Audit Readiness Support
Priority Scheduling & Priority Communication

Investment
Starting at $18,000 (payment plans available)
Onboarding Fee: $500 (one-time fee)
Final pricing may vary based on business complexity and needs

Next Step
This partnership is offered by application only.

Apply for Partnership

ANNUAL FINANCIAL & TAX STRATEGY PARTNERSHIP PACKAGES

How Our Partnership Works

Step 1: Apply for Partnership Complete our partnership application so we can review your business, goals, and needs. If there’s alignment, you’ll be invited to move forward.

Step 2: Onboarding & Financial Systems Audit Once accepted, you’ll complete onboarding and submit your onboarding fee, which covers your initial setup, document review, and Financial Systems Audit. This allows us to fully assess what you have, what you need, and how we’ll support you.

Step 3: Ongoing Partnership Support Your partnership officially begins, and we implement the agreed-upon services for your selected package-providing strategy, compliance support, and advisory throughout your support period.

Step 1: Apply for Partnership
Complete our partnership application so we can review your business, goals, and needs. If there’s alignment, you’ll be invited to move forward.

Step 2: Onboarding & Financial Systems Audit
Once accepted, you’ll complete onboarding and submit your onboarding fee, which covers your initial setup, document review, and Financial Systems Audit. This allows us to fully assess what you have, what you need, and how we’ll support you.

Step 3: Ongoing Partnership Support
Your partnership officially begins, and we implement the agreed-upon services for your selected package-providing strategy, compliance support, and advisory throughout your support period.