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Subscriptions

How We Work

Does your business feel good?

Does your business feel good?

Because

it

can.

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Relationships are at the heart of everything we do.

Our subscription-based model is designed to promote consistent connection, proactive support, and continuous growth. Rather than stepping in only when challenges arise, we collaborate with you regularly to help guide your business forward with clarity, confidence, and a trusted partner by your side.

We offer two kinds of subscriptions to meet your unique needs:

holistic business guidance

Align

Our Align subscription centers on our signature service: Holistic Business Guidance–a dynamic process that blends financial clarity with purpose-driven strategy and accountability.Through deep, ongoing relationships, we help business owners simplify the numbers that fuel success and drive lasting transformation with proactive, integrated support.


Align includes 4 components:

Foundations

A series of generative conversations designed to uncover and articulate the business’s core values, purpose, vision, and strategy.

Action Plan

A written, goal-oriented roadmap of strategic actions that: a) align with your values and purpose, and b) leverage strategy to move you closer to your vision.

Accountability Framework

Regular touchpoints to track progress, ensure follow-through, and adapt the plan as your business evolves.

Financial Literacy

A curated curriculum to deepen your understanding of key financial indicators and what your numbers are really saying, empowering smarter decisions.

holistic business guidance + accounting support

Align + Support

Align + Support is a full-spectrum service designed to escalate your business’s evolution, combining high-level strategic guidance with the technical tools needed to stay financially sound and compliant. We integrate Holistic Business Guidance with expert Accounting, Tax, and Compliance Services, so you’re not just reacting to business challenges, you’re confidently navigating them.Our Align subscription centers on our signature service: Holistic Business Guidance–a dynamic process that blends financial clarity with purpose-driven strategy and accountability.Through deep, ongoing relationships, we help business owners simplify the numbers that fuel success and drive lasting transformation with proactive, integrated support.


Accounting and financial services include (but are not limited to):

  • On Call CPA for all circumstances and issues that arise
  • Bookkeeping
  • Payroll
  • Tax Planning
  • Corporate and personal tax return preparation
  • Forecasting and real-time financial insights
  • Additional tax compliance as needed
  • Audit assistance
  • Custom or bespoke services tailored to your business

Subscriptions are billed monthly and can be cancelled at any time after a 4-month trial period. Pricing begins at $1,000 per month and is tailored based on factors such as the size and scope of your business, revenue, and organizational structure. As a general guideline, most business owners invest 1-5% of their annual revenue in this comprehensive service.

All pricing is approximate. Contact us for more details.

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Every step in the right direction is huge.

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