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Ready to make a move toward financial clarity?
Credentials & PRofessional Standards
IRS-recognized AFSP credential holder Enrolled Agent (EA) candidate
Ongoing education, ethical compliance, and advanced tax training
Financial support designed to grow with you.
Our services are offered through monthly advisory subscriptions, providing consistent access to financial guidance, organization, and strategic support — without the unpredictability of traditional hourly billing.
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Each plan includes a set level of monthly support capacity, which may be used across bookkeeping oversight, financial reporting, planning, advisory conversations, and coordination. Rather than pricing by transactions or accounts, our model is built around time, expertise, and access, ensuring your support reflects the real needs of your business.
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This structure allows you to move forward confidently, knowing support is available as decisions arise — not just after the fact.
Select your level of Support
ESSENTIALS
Foundational financial support designed to bring structure, organization, and confidence to your business. Ideal for creatives who handle their day-to-day work but want professional oversight, clear reporting, and peace of mind - without overwhelm.
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Monthly Investment: $185.25
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Includes: 1.5 Hours of support/mo (Accrued for Quarterly Reviews)
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Locked-in Rate: $123.50/hr (5% Savings on additional support)
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Best For: Quarterly oversight, resource access, and tax discounts.
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STRATEGIC
Expanded advisory support for business owners ready to outsource the details, make informed decisions, plan ahead, and actively manage growth. This level provides deeper insight, guidance, and flexibility as your business grows and evolves.
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Monthly Investment: $497.25
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Includes: ~4.5 Hours of support/mo (Ideal for Monthly Bookkeeping)
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Locked-in Rate: $110.50/hr (15% Savings on additional support)
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Best For: Monthly reconciliation, financial reporting, and family/staff tax discounts.
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EXECUTIVE
High-touch, priority-level financial partnership providing proactive strategy, customized insights, and ongoing coordination for established businesses seeking confident leadership-level guidance and fully aligned, trusted advisor support.
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Monthly Investment: $1,001.00
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Includes: ~10 Hours of support/mo (Fractional CFO & Full-Cycle Accounting)
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Locked-in Rate: $100.10/hr (23% Savings on additional support)
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Best For: Forecasting, budgeting, priority access, and maximum tax discounts.
Built-in flexibility, without surprises
Each subscription includes an estimated amount of monthly support capacity aligned with your plan level. If your needs exceed the included capacity in a given month, additional time may be required.
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When this occurs:
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Additional support is billed at a preferred, discounted hourly rate
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Higher-tier subscriptions receive greater discounted rates
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You will always be informed before any additional charges are applied
This approach provides flexibility during busier seasons while maintaining transparency and predictability.
Benefits that extend to your people
We believe financial wellness shouldn't stop at the business level.
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As a Strategic or Executive subscriber, your locked-in discounted rate isn't just for the company—it travels with you. You can extend your exclusive savings (15% - 23% off) to:
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Your Household: For personal tax preparation and financial planning.
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Your Staff: As a perk for your employees' personal tax returns or financial advisory needs.
This allows you to offer high-level financial access to your team and family at a preferred rate, simply by being a client.
Integrated tax support, handled correctly
Tax preparation and filing services are completed through Ronald K. Jones, CPA, a separate legal entity where Jacqueline Elizabeth holds a leadership role.
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Advisory and subscription services through this site focus on financial clarity, organization, planning, and coordination. When tax services are needed, we work directly with the CPA firm to ensure a seamless, aligned experience - without requiring you to manage multiple providers.
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This structure ensures compliance, continuity, and a more strategic approach to your financial picture.
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