Growth Plan


The Growth Plan is perfect for the larger design firm looking for a trusted advisor to provide part time CFO services to improve financial operations.

The growth plan includes everything in the starter and elevated plan as well as special value added items that are unique to your business needs.  We provide part time CFO services to help with growing your business.  We also provide business coaching consults to discuss things like:

What are your core values?   What are your 3, 5, and even 10 year business goals?   We will be your trusted advisor every step of the way.

We also offer complete IRS audit representation.  IRS Notices can be a daunting experience.  We have extensive experience dealing with IRS agents and will work with our clients to address further in depth examinations.


Bookkeeping 100%
Personal Tax planning 100%
Monthly Meetings 100%
Company Report Reviews 100%
Business Coaching 100%
IRS Audit Representation 100%