From Startup to Scale: Financial strategies for every stage of ABA growth.
Packages start at $350/month and scale with your size and complexity. Every plan delivers measurable ROI through healthcare-specific financial intelligence built for ABA practices.
Get 20% off your first 6 months + 10% off the next 6 months.
Perfect for year-one launches. Select the Essential package or fill out the contact form—discount applied at engagement.
average annual tax savings
largest single tax credit discovery
typical first-year ROI
practices served
From Startup to Scale: Financial strategies for every stage of ABA growth.
$350 /Month
Ideal for solo practices building scale-ready systems ($200K–$350K revenue)
Includes cash-basis bookkeeping
Accrual upgrade: +$145/month
One-time implementation: $495 (includes $1,500 diagnostic value)
Perfect for: Solo to small groups establishing a solid financial base
$450 /Month
For practices actively scaling ($350K–$650K revenue)
Includes cash-basis bookkeeping
Accrual upgrade: +$200/month
One-time implementation: $495 (includes $1,500 diagnostic value)
Perfect for: Growing teams ready for strategic guidance
$550 /Month
For multi-location or high-growth practices ($650K–$1M revenue)
Includes cash-basis bookkeeping
Accrual upgrade: +$250/month
One-time implementation: $495 (includes $1,500 diagnostic value)
Perfect for: Practices scaling rapidly across locations
For practices scaling beyond $1M+ with CFO-level intelligence
Includes cash-basis bookkeeping
Accrual upgrade: +$300/month
One-time implementation: $495 (includes $1,500 diagnostic value)
Perfect for: Large and enterprise operations needing CFO support
Start on cash-basis and upgrade when ready—most practices move to accrual within 6–12 months after seeing the clarity and control it provides.
Complete Cleanup: Years of backlog? Our licensed EAs deliver fixed-price cleanups—each year scoped and priced independently.
Hidden Money Discovery: Cleanups often uncover $5,000–$15,000+ in missed deductions and eliminate penalties—many clients recover 50–100% of cleanup costs.
Strategic Optimization: Beyond cleanup: maximize tax benefits, assess R&D credits, and implement systems to keep books clean.
ROI-Focused Approach: We reconstruct each year to maximize deductions and minimize tax liability—turning cleanup into an investment.
Turn tax savings into scaling capital—100% contingency.
Complimentary screening; fees apply only to successful claims.
Setting a New Standard: The Gold Bar of Success
Virtual tax, accounting, and CFO support for ABA therapy providers and healthcare professionals. We bring Fortune 500-level financial intelligence to every practice, helping you scale with confidence.
$20K+ Avg Tax Savings
200+ Avg Tax Savings
Healthcare Tax Preparation
ABA-Focused Bookkeeping
CFO-Level Strategy
Tax Credit Discovery
Practice Formation
Priority healthcare support
48-hour response time
All 50 States
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“Setting a New Standard: The Gold Bar of Success”
Get ABA-specific tax tips and financial strategies delivered monthly.