Investment Packages

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.

New ABA Practice?

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.

Investment Packages

$20K

average annual tax savings

$220K

largest single tax credit discovery

5–10×

typical first-year ROI

200+

practices served

From Startup to Scale: Financial strategies for every stage of ABA growth.

Choose Your Scaling Path

ESSENTIAL

Financial Foundation

$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)

What's included:

Perfect for: Solo to small groups establishing a solid financial base

PLUS

Growth Support

$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)

What's included:

Perfect for: Growing teams ready for strategic guidance

PREMIUM

Scale-Ready

$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)

What's included:

Perfect for: Practices scaling rapidly across locations

ELITE

CFO Partnership

$850 /Month

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)

What's included:

Perfect for: Large and enterprise operations needing CFO support

Why Most ABA Practices Upgrade to Accrual

True Profitability

Insurance Billing Reality

Built for Scaling

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.

A

ASSET ALLIES TAX

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

Specialized Services

Healthcare Tax Preparation

 ABA-Focused Bookkeeping

 CFO-Level Strategy

 Tax Credit Discovery

 Practice Formation

Get Started

(855) 918-1829

Priority healthcare support

sales@assetalliestax.com

48-hour response time

Nationwide Coverage

All 50 States

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