For scaling entrepreneurs; $250K–$1M revenue
Setup Investment: $3,500
Monthly Advisory Retainer: $750–$1,250
What they get:
Everything in Operator +
Advanced tax strategy (entity structuring; S-Corp optimization; compensation strategy)
Cash flow system design (profit allocation; reserves; reinvestment strategy)
Quarterly tax projection + planning
Business + personal financial integration
Access to vetted partners (CPAs; legal; payroll)
Light bookkeeping advisory + review
For scaling entrepreneurs; $250K–$1M revenue
Setup Investment: $3,500
Monthly Advisory Retainer: $750–$1,250
What they get:
Everything in Operator +
Advanced tax strategy (entity structuring; S-Corp optimization; compensation strategy)
Cash flow system design (profit allocation; reserves; reinvestment strategy)
Quarterly tax projection + planning
Business + personal financial integration
Access to vetted partners (CPAs; legal; payroll)
Light bookkeeping advisory + review
