You’ve Built a Business That Works.

Now Let’s Make It Operate Like an Enterprise.

Ideal for Businesses Generating $5M+ Annually

Reaching the $5M mark means you’ve achieved what most entrepreneurs only dream of. 

But at this level? 

Every inefficiency costs more. 

Slow data stalls big decisions. 

And reactive accounting? It’s a liability—not a lifeline. 

You’ve outgrown patchwork advice and after-the-fact reports. 


What you need now is strategy that moves at your speed, financial clarity that drives action, and a CPA firm that operates with foresight—not just hindsight. 


That’s exactly what the Enterprise Advisory Package delivers. 

Big-picture thinking. Real-time clarity. Elite, forward-thinking support.

Sound Familiar?

- You’re making bold moves… without clean financials to back them 

- Your CPA waits until April—while you’re making million-dollar decisions now 

- Reports are late, confusing, or can’t be trusted by leadership 

- Your org is growing, but your systems haven’t caught up 

- You’re expanding, acquiring, or preparing for exit—but feel financially exposed 

- Everyone’s busy—but no one’s fully aligned on the numbers 



At this stage, surface-level support costs more than it saves. 

You need a strategic partner that thinks with you—and helps you operate like a next-level business.

This Package Is Designed for You If You…

  • Lead a $5M+ business with multiple entities, departments, or income streams 
  • Need deep, proactive tax planning—not last-minute advice 
  • Want tailored dashboards and financials that drive real-time decisions 
  • Are preparing for expansion, exit, or executive-level transitions 
  • Need a strategic financial team that operates with you—not behind you 
A black letter board with white letters that says enterprise advisory package

As our business passed $5M, we needed a real partner — not just a CPA. This team delivered insights, systems, and clarity. I’m not just reacting anymore.

Greg S., Founder

National Marketing Firm

What’s Included in the Enterprise Advisory Package

1. Tax Strategy That Works at Scale

Protect what you’ve built. Plan what’s next—with clarity and control.

  • Strategic Tax Planning Sessions (6x)
    We meet often to stay ahead of changing circumstances—maximizing savings and minimizing surprises.


  • Custom Tax Roadmap
    A living plan that evolves with your business and keeps you optimized year-round.


  • Entity Optimization & Holding Company Strategy
    From operating units to holding companies, we simplify your structure for tax efficiency and legal protection.
  • Advanced Tax Credits & Incentives
    IC-DISC, cost segregation, R&D—we find and implement strategies most CPAs overlook.


  • Audit-Ready Recordkeeping System
    A digital system to organize and retain key financial documents—so you're ready for tax season, audits, or lender requests anytime.

2. Financial Systems That Help You Lead

Complexity doesn’t have to mean chaos. We deliver clarity you can act on.

  • Customized Weekly Financial Reports
    Executive-ready insights for your leadership team—no fluff, just facts.


  • 12-Month Forecasting & Strategic Budgeting
    Plan confidently for what's ahead with smart cash planning and scenario modeling.


  • Custom Executive Dashboards
    Real-time visuals built around your KPIs—so you can see what’s working at a glance.
  • Consolidated Reporting for Teams & Entities
    One cohesive view across every department, business unit, and entity.


  • Automation & Integration Support
    We streamline your finance tech stack so everything works—together and efficiently.

3. Executive CFO Strategy & Advisory

We’re more than CPAs. We’re your strategic growth partners.

  • Monthly Strategy Calls with a Senior Advisor
    For big decisions, expansions, and capital planning—you won’t go it alone.


  • ROI Forecasting & Pricing Models
    Pressure-test major decisions before you make them.


  • Compensation & Profit-Sharing Design
    Incentivize the right behavior at every level—with tax efficiency in mind.
  • M&A Guidance & Exit Support
    Whether buying or selling, we guide you through valuation, structure, and negotiations.


  • Budget Coaching for Your Team Leads
    We empower department heads with the tools and insights to manage smart and hit their goals.


  • Full Support for Operational Execution
    From pricing strategy to process upgrades—we help turn plans into performance.

4. Full-Service Tax Filing & Compliance

You focus on growth. We’ll handle the filings, deadlines, and compliance.

  • Business & Personal Tax Filing
    Clean, accurate, on-time filings for every entity, partner, and owner.


  • Multi-State Nexus Compliance
    We track and manage your obligations across all operating states.


  • Alerts + Filing Calendar
    Never miss a deadline again—with automated alerts and clear timelines.
  • K-1s, 1099s & Owner Coordination
    We keep stakeholders informed and in compliance—no chasing needed.


  • Annual Compliance Check
    We review everything before the IRS does—so you stay ahead.

5. Future-Focused Growth & Legacy Planning

Plan now for what’s next.

  • Exit & Succession Planning Support
    Whether passing it on or cashing out, we help you do it smoothly and smartly.


  • Profit-Sharing & Retirement Design
    Reward your team and reduce taxes with strategic plan design.
  • M&A Guidance (Buy/Sell Side)
    Navigate the financial side of acquisitions or exits with confidence.


  • Business Valuation Readiness
    We make sure your books and metrics support a premium valuation.

6. On-Demand Support + CEO Tools

Support that grows with your business—and your team.

  • Unlimited Email Support from Our CPA Team
    Get expert guidance, fast—no ticking clock.


  • Quarterly Profit & Growth Masterclasses
    Live strategy sessions led by Salim Omar, CPA—designed to sharpen leadership and growth.
  • Full Access to Our Resource Vault
    Playbooks, templates, and SOPs trusted by top-performing businesses.


  • Team Training & Financial Workshops
    We educate your team so everyone’s aligned—and empowered—to scale.

Total Value Over $104,300 – Yours for Just $29,800!

Choose Your Payment Plan

  • Annual Payment Option:

    $29,800 upfront for 12 month plan (Get 2 months free — save $5,960!)

  • Weekly Payment Option:

    $688/week for the year 2025, with a required fee prepayment deposit based on signup date:

    -> Sign up January – February: $688/week (Full package benefits start immediately)

    -> Sign up March – June: $5,000 Fee Prepayment Required

    -> Sign up July – September: $6,000 Fee Prepayment Required

    -> Sign up October – December: $7,000 Fee Prepayment Required

    The fee prepayment covers the cost of your 2025 personal and S Corp tax returns.

What This Means for You



  • Your tax plan works year-round—not just in April
  • Your financials are clean, timely, and tailored to your leadership team
  • You make growth decisions backed by strategy—not instinct
  • Your team is better equipped, your systems are more efficient
  • You’re not just building more… you’re building better 



“We were growing fast, but our systems were a mess. Now we get real-time clarity, tax savings, and strategic input every month.”
— Shalini M., Marketing Agency Owner 

A stamp that says 100 % guaranteed on it

Try It Risk-Free

Test the package for 30 days. If you’re not fully confident, we’ll make it right—or apply your investment to a more suitable service. 



No pressure. Just clarity, trust, and next-level execution.

Limited Spots Available

Because this is our most customized service, we accept just a few Enterprise clients per year. If we’re full, we’ll hold your place for the next opening.

FAQ: What You Might Be Wondering

  • What size businesses is the Enterprise Package best suited for?

    The Enterprise Package is built for companies generating $5M+ in annual revenue—especially those with multiple entities, state operations, or teams. If you're navigating expansion, acquisitions, or succession planning, this is the strategic support you need.

  • What makes this different from working with a traditional CPA firm?

    Most CPA firms focus on compliance. We combine that with proactive, strategic guidance. You get a dedicated senior advisor, real-time financial insights, tax-saving execution, and CFO-level planning—so you lead with confidence, not confusion. 

  • How do you work with companies that already have an internal accounting team?

    Perfectly. We integrate with your existing team—whether you have a bookkeeper, controller, or CFO. Our role is to bring strategy, oversight, and expert execution to support your growth and decision-making at a higher level.

  • Can you help us prepare for an exit or acquisition?

    Yes. Whether you're buying, selling, or getting valuation-ready, we guide you through the tax, financial, and operational implications—helping you maximize value and minimize surprises during critical transitions.

  • Do you handle multi-entity and multi-state complexity?

    Absolutely. From consolidated reporting to multi-state nexus compliance, we ensure you stay compliant and strategic—no matter how complex your structure or operations become.

  • What’s the onboarding process like?

    It starts with a deep-dive discovery session. We’ll review your structure, financials, and goals. Then we’ll build your tax roadmap, streamline your reporting, and establish your advisory cadence—so you see results right away.

A pair of black quotation marks on a white background.

We cleaned up our departments, dialed in our comp plan, and prepared for a successful sale — with help every step of the way.

Lisa M., COO

Healthcare Group

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They helped us go from ‘barely managing’ to operating like a serious enterprise. Dashboards, strategy calls, tax savings — all of it.

Jordan B., CEO

Multi-State Service Business

Ready to Lead With Strategy?

We’ll help you drive your next phase of growth—with expert guidance, smart systems, and financial clarity every step of the way. 

Apply Now for the Enterprise Advisory Package