Your income,
With more clarity,
For more peace of mind.

We all must do our taxes… but some of us need more tools, systems, and advisory than others. Let’s see what is the right fit for you below.

Apply Today

Basic

$595/month

For solopreneurs and new founders who just want to stay organized, compliant, and focused on growth.

You’re building something from the ground up—whether it’s a fitness brand, product line, or coaching business—and every minute counts. The Basic Plan is designed to take the stress of finances off your plate so you can keep your energy where it matters most: your clients, your product, your impact.
 
This level is perfect for founders who don’t yet have complex operations, but know they can’t afford to ignore the books. We give you clean, audit-ready records, annual tax prep, and a simple system for organizing receipts and expenses. Think of it as your financial foundation—clean, compliant, and stress-free.
 
What’s Included:
  • Monthly Bookkeeping (transactions recorded + accounts reconciled)
  • Annual Tax Filing & Prep (for single-member businesses)
  • Audit-Ready Books
  • App-Based Client Portal (basic access)
  • Receipt & Expense Management (basic)
  • Email/Portal Q&A Support (during business hours)

Pro

$995/month

For growing businesses ready to level up their finances and make smarter decisions every month.

 
You’ve moved beyond the hustle stage—clients are coming in, revenue’s growing, maybe you’ve got a small team or contractors. But now, things are getting more complex, and your business needs more than just tax prep and transaction logs.

The Pro Plan is your all-in-one financial support system, giving you full visibility into your money, plus proactive strategies to keep more of it. 
 
You’ll get comprehensive monthly bookkeeping, expert tax planning, and smart payroll management—all streamlined with automation and real-time insights.

This tier is built for fitness entrepreneurs and product founders who want a true financial partner—one that not only handles the numbers, but helps you use them to grow.
 
What’s Included (everything in Basic, plus):
  • Detailed Financial Reports (P&L, cash flow, expense summaries)
  • Monthly Tax Advisory & Planning
  • Monthly Strategy Call (30 minutes)
  • Annual Tax Filing & Prep (individuals & small-to-medium businesses)
  • Payroll Services (up to 10 employees)
  • Unlimited Q&A Support
  • AI-Enhanced Accuracy (automated categorization and financial insights)
  • Enhanced Receipt & Expense Management
  • Advanced Client Portal Access
  • Custom Financial Reporting

Elite

$1,995+/month

For founders scaling fast and ready to think like a CFO—even if they’re not one (yet).

You’ve built something real: consistent revenue, a growing team, maybe even investors or distribution channels. But with growth comes complexity—cash flow decisions, hiring timelines, strategic tax plays, and financial forecasting. You don’t just need someone to keep your books clean—you need someone to help you see around corners.

The Elite Plan is your fractional finance team. We combine advanced bookkeeping, proactive tax strategy, and CFO-level insights so you can make confident, data-driven decisions. From managing payroll to modeling your next big investment, we help you lead like a CEO—with financial clarity and strategic foresight.

Perfect for multi-six- and seven-figure fitness and wellness brands that are scaling operations, expanding their team, or preparing for funding.

What’s Included (everything in Pro, plus):
  • Advanced Bookkeeping with In-Depth Financial Analysis
  • Comprehensive Payroll Management (up to 20 employees)
  • Fractional CFO Support (budgeting, forecasting, strategic reporting)
  • Quarterly Business Reviews (deep dives into financial performance)
  • Exclusive Investment Access (private equity-backed health & wellness opportunities)
  • Priority Support with Dedicated Account Manager + CPA Oversight

Meet Our Founder

Shalen Patel, a numbers guy with a passion for health and fitness. After transforming his own life through strength training, nutrition, and wellness, Shalen set out to support fitness entrepreneurs and wellness brands with the same clarity and discipline that helped him thrive—this time through smart financial strategy.

Apply Today

My Passion

I’m passionate about helping creators treat their brand like a real business. Too many talented people lose money or miss opportunities because they don’t have the right financial guidance. I’m here to change that, by making taxes, finances, and growth simple, clear, and built for the creator economy.

My Clientele

  • YouTubers
  • Influencers
  • Streamers
  • Podcasters
  • Coaches
  • Personal Brands
  • Digital Entrepreneurs

Your Results

Whether you’re scaling fast or just want to get organized, I’d love to learn more about your goals and how we can help you achieve them.