Make it. Understand it.
Control it.
If you do not know what the business really profits, tax time keeps surprising you, the books stay behind, or you are making bigger decisions without clear numbers, you probably need more than somebody who sees you once a year. The Money Control Method™ gives you ongoing help getting the numbers together and using them before the next problem shows up.
See the complete client experience →How much control do you need right now?
Start with what sounds most like your business right now. We’ll confirm the right level after we look at the actual numbers.
Know your numbers.
For the owner who is making money but needs the books current, taxes handled, and a clearer picture of what the business is actually doing.
- Monthly bookkeeping within plan scope
- Monthly P&L and balance sheet
- One qualifying annual business tax return
- One owner federal + NC individual return within plan scope
- Quarterly estimated-tax calculations
- Annual tax review
- Basic IRS notice assistance
- Secure portal and document storage
- Proactive tax planning
- S-Corp election
- Retirement plan setup
Know your numbers. Make better moves.
For the profitable owner who wants the books handled and somebody looking at taxes and business decisions before the year is already over.
- Everything in CLARITY
- Quarterly tax planning and projection sessions
- S-Corp election analysis & filing
- Retirement plan setup (SEP/Solo 401k)
- Deduction optimization review — recover what you've been missing
- Year-round advisor access
- Quarterly business financial review
- Reasonable-compensation review when applicable
- Entity restructuring
- Advanced compensation strategy
Control your money. Direct your growth.
For owners with more money, more moving pieces, or multiple businesses who need regular help understanding cash flow, owner pay, taxes, and bigger financial decisions.
- Everything in STRATEGY
- Multi-entity structuring & strategy
- Advanced compensation & distribution strategy
- Custom retirement plan design (Defined Benefit)
- Business funding & bankability guidance
- Monthly financial strategy sessions
- Cash-flow and owner-pay review
- Annual business financial roadmap
- Priority IRS notice support; representation quoted by scope
What the starting price assumes
Designed around one business, one owner, up to two connected bank/credit accounts, and approximately 150 monthly transactions. The included owner return covers one federal and North Carolina return within normal plan complexity.
Additional entities, owners, states, accounts, higher transaction volume, payroll, sales-tax filings, 1099 preparation, rentals, complex investments, and IRS representation may increase the monthly fee or be quoted as add-on work.
New-client financial setup & onboarding starts at $399. Catch-up or cleanup bookkeeping is assessed and quoted separately before monthly service begins. All Money Control Method plans are 12-month engagements, and final pricing is confirmed after we review the business structure and books.
Your financial strategy should do more
than file a return.
When bookkeeping, entity structure, deductions, retirement planning, and tax decisions are handled separately, opportunities can be missed. The Money Control Method brings those pieces together so we can evaluate potential savings and planning moves using your actual numbers before decisions are made. If your entity itself is the problem, revisit your business formation and compliance first.
Tax outcomes vary by client. We identify and model planning opportunities using your actual books, entity structure, income, and tax situation before recommending a strategy.
From financial confusion to money control.
Your books are a mess
You don't really know your numbers until tax time — if then. Clean, categorized books delivered monthly become the foundation every decision rests on.
You plan too late
By January, most money-saving moves are already off the table. We plan all year, moving before the year closes — not after.
Filing is a fire drill
Every April is a scramble. Accurate, audit-ready filing handled on schedule turns it into a non-event.
Your tax strategy is disconnected
Entity structure, deductions, retirement planning, and owner compensation should work together. We review the full picture and model appropriate options before recommending a move.
Still not sure what the problem is?
You do not have to pick a package yet. Take the 15-question scan first and see where the business may be getting off track.