Elevate Your Business: Professional Accounting & Advisory Services
Moving beyond the tax return to build a sustainable, profitable future.
Why Partner With Us?
In today’s fast-paced economy, looking at your financials once a year is no longer enough. To grow, you need real-time data, proactive tax strategies, and a clear vision of your cash flow. We provide the tools and expertise to transform your accounting from a "necessary expense" into a "strategic asset."
Our Service Tiers
The Foundation
Best for Solo-preneurs & Freelancers ($75K to $500K Revenue)
Starting at
$500/mo
Focus: Compliance, Organization, and Peace of Mind.
- Monthly Bookkeeping: Professional categorization of all transactions using AI-enhanced accuracy.
- Supervised Sales Tax Management: Automated tracking and filing to ensure you remain compliant across local jurisdictions.
- Annual Tax Preparation: Expert filing of your business and personal returns.
- Unlimited Email Support: Quick answers to your day-to-day financial questions.
The Growth
Best for Expanding SMBs ($ 1M – $5M Revenue)
Starting at
$1,500/mo
Focus: Proactive Strategy and Avoiding Surprises.
- Everything in Tier 1 PLUS Quarterly:
- Tax Planning: We meet every 90 days to optimize your entity structure and minimize your tax liability before the year ends.
- Cash Flow Forecasting: A rolling 90-day visual map of your bank balance, helping you plan for hires and inventory based on your sales trends.
- KPI Performance Dashboard: Visual monthly reports tracking your most important metrics (Profit Margin, Customer Acquisition Cost, etc.).
- Annual Budgeting: We help you set financial goals and track your progress throughout the year.
Fractional CFO
Best for High-Growth & Mid-Market Firms
Starting at
$7,500/mo
Focus: Executive Leadership and Long-Term Value Creation.
- Everything in Tiers 1 & 2 PLUS:
- Monthly Strategy Calls: Deep-dive sessions to review performance and adjust course in real-time.
- Budget vs. Actual Analysis: Detailed reporting on why your business over- or under-performed against your plan.
- Board & Investor Reporting: Professional financial decks prepared for stakeholders.
- Scenario Modeling: "What-if" analysis for major moves (e.g., "What happens if we open a second location?").
- Priority Access: Direct line to your advisor for urgent strategic decisions.
Our Technology Advantage
We leverage today’s modern "AI + Human" tech stack to ensure your data is accurate and timely:
- Real-Time Data: Syncing with your bank feeds for 24/7 visibility.
- Predictive Analytics: Forecast trends before they happen.
- Secure Client Portal: Easy access to all your documents and reports in one place.
Ready to Scale?
Stop guessing and start growing. Let’s identify which tier fits your current needs and your future goals.
Business Services Advisors
ConsultMyCPA.com
(407) 344-0733
LET'S TALK!
Ready to Get Started?
Let’s talk about your business and how we can work with you—no pressure, just solutions!