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Click "Explore Plans" Below

Choose Your Premium Coaching Options

Invest in your business with expert guidance from CPAs and tax professionals providing transformative results for your business.

  • The "E" Suite Private 1:1 Coaching

    3,497$
     
    Premium 1:1 business coaching ideal for business owners seeking expert review and actionable steps to improve their financial management.
    Valid for one month
    • - Get 1:1 business coaching from top-tier CPAs (2 sessions)
    • - Take a detailed look at your financials & business health
    • - Pinpoint problem areas & inefficiencies
    • - Gain clarity on where your money comes from & goes
    • - Develop an action plan to address financial challenges
    • - Expert guidance on accounting, operations, business credit
  • Peace of Mind with Taxes

    The "E" Suite: Tax Prep & Planning

    4,000$
    Every 3 months
    This plan helps you stay on top of your taxes and avoid costly tax mistakes. Get both your business and personal taxes filed along with quarterly check-ins with CPAs and expert tax professionals..
    Valid for 12 months
    • - Expert guidance to provide peace of mind with your taxes
    • - Priority filing of federal, state, & local business taxes
    • - Priority filing of federal, state, & local personal taxes
    • - Quarterly tax planning check-ins for your business
    • - Making estimated tax payments on behalf of your business
  • The "E" Suite Financial Deep Dive

    16,000$
     
    Perfect for business owners committed to long-term financial transformation, seeking hands-on support to build a robust financial foundation.
    Valid for 3 months
    • - Thorough assessment of your financial management issues
    • - Detailed bi-weekly coaching to track your financials
    • - A comprehensive analysis of your business’s finances
    • - Set up accounting systems + simplified books
    • - Custom procedures & templates for ongoing financial health
    • - Receive ongoing guidance from your CPA
  • The "E" Suite Unplugged Small Biz Memo

    0$
     
    GET THE MEMO for accounting & tax tips that you can use in your business.
    Free Plan
    • - Digital access to valuable accounting & tax tips
    • - Reminders on tax deadlines and LLC/corp renewals
    • - Early registration to in-person events
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