Growth · starting at $1,200/mo
Monthly CPA review and quarterly strategy for your business.
Growth gives an established business monthly financial visibility and a structured quarterly advisory rhythm — monthly CPA review with a financial pack, quarterly strategy calls, and proactive year-end planning — all CPA/EA-led. It’s review-level partnership, not bookkeeping.
Is Growth the right fit?Who Growth is for
Built for you if…
- You run one operating business with current books in a supported accounting platform (or an approved equivalent).
- You want monthly CPA review and a 2-page financial pack with commentary.
- You value a quarterly advisory call and proactive November planning.
- You’re making decisions that need monthly financial visibility — not just an annual return.
Growth is CPA review, not data entry — your books are maintained by you or your bookkeeper, and we review them monthly.
Growth requires current books.
Because Growth is monthly CPA review — not data entry — your books need to be current in a supported accounting platform (or an approved equivalent) before the cadence begins. If your books aren’t current yet, we scope a short cleanup first as a named add-on, then start your recurring Growth cadence.
What’s included
The Growth cadence.
A monthly review rhythm plus structured quarterly and year-end advisory.
CPA review + financial pack
Monthly CPA review of your books with a 2-page financial pack and commentary.
60-minute advisory call
A structured quarterly strategy and forecasting call.
Tax-planning session
A 90-minute year-end tax-planning session before the year closes.
Annual strategy letter
A written annual tax-strategy letter.
Return + estimates
Your business and owner returns, plus quarterly estimated payments.
Response standard
Priority email replies within 24 business hours.
Delivered through the secure client portal; books are reviewed from a supported accounting platform. Billed monthly on autopay. Growth is CPA review, not bookkeeping data entry.
Scope discipline
Clear about what’s not included.
Growth is review-level partnership for one operating business. Here’s the path when you need more.
Not part of Growth
- Bookkeeping or data entry — Growth is monthly review, not data entry
- Books cleanup or catch-up to get current
- Multi-entity consolidation across several businesses
- Trust/estate (Form 1041) work
- Guaranteed tax savings, unlimited access, or investment advice
Where that work lives instead
- Multi-entity, trust/estate, pre-transaction → Executive
- Bookkeeping, books cleanup/catch-up → named add-ons
- Additional entity or state return, planning sessions → named add-ons
- Bookkeeping is always a separate service
Add-on services are invoked only when your situation exceeds the scope of your package — never bundled into it. Final scope and pricing depend on your facts and a signed engagement letter.
Relationship pricing
Growth pricing.
Monthly CPA review and quarterly strategy for one operating business with current books.
Final scope and pricing depend on your facts and a signed engagement letter. TFS recommends a package after a fit conversation and CPA review.
The package ladder
When to consider Executive.
These are routing signals, not commitments — and renewal can right-size you down to Foundation if things simplify. TFS confirms any change after CPA review.
Consider Executive if you…
- add entities and need multi-entity consolidation
- take on a trust or estate requiring Form 1041 filings
- face a sale, merger, or other pre-transaction complexity
- want CFO-level monthly cadence, board-ready reporting, or advisor coordination
A one-off need (extra entity, a pre-transaction planning session, a notice) can often be handled with a named add-on — without changing your package.
Fit conversation
Is Growth the right fit?
Schedule a fit conversation and TFS will confirm whether Growth matches your situation — including whether your books are ready — before any sensitive records are collected.