Foundation
$495/ month
For early‑stage Metro Detroit owners.
Solo practitioners, contractors, and new entities who need clean books, organized financials, and one qualified advisor from day one.
Included
- Monthly cloud bookkeeping
- QuickBooks Online setup & support
- Monthly P&L and balance sheet
- Annual business tax return
- Annual personal tax return (owner)
- Email access to Justin year‑round
Not included
- — Quarterly advisory calls
- — Payroll services
- — Multi‑entity returns
Most clientsAdvisory
$1,295/ month
For established Southfield businesses ready for proactive guidance.
Owner‑operators across construction, law, medical, and real estate who want monthly accounting, proactive tax planning, and a real advisory rhythm with a CPA & Attorney.
Included
- Everything in Foundation
- Tax strategy (mid‑year + Q4 planning)
- Quarterly advisory meetings with Justin
- Reasonable comp review (S‑corp / PLLC)
- Cash flow guidance & forecasting
- Payroll services included
- 1099 preparation & filing
- Entity structure review
- Direct phone & advisor access
Not included
- — Outsourced CFO engagement
- — Multi‑entity consolidation
Integrated
From $2,495/ month
For multi‑entity firms and growth‑oriented operators.
Established practices and operators with team, complexity, or multiple entities who want a full outsourced finance partner — and the legal insight that comes with it.
Included
- Everything in Advisory
- Multi‑entity bookkeeping & returns
- Outsourced CFO support
- Custom KPI & financial dashboards
- Hiring, growth & acquisition modeling
- Asset protection & succession planning
- IRS representation included
- Priority response & turnaround