Memberships

These packages are designed to provide comprehensive and personalized support tailored to the unique needs of your business. The "Essential Growth Package" offers foundational services to drive growth and ensure tax compliance, while the "Premier Success Membership" delivers an all-encompassing suite of services, including monthly bookkeeping, to optimize financial management and strategic planning for sustained success. Both packages include direct access to my expertise and coordination of legal, insurance, financial planning, self-directed retirement setup, R&D credits and cost segregations studies.