FINANCIAL STEWARDSHIP (FSaaS®)
Business Builder®
Make smart growth decisions, protect what you’ve built, and turn your business into a wealth-building engine.
Who It’s Built For
Owners, creatives, consultants, and founders looking for partners who think with you, not just file for you.
What to Expect
Proactive tax planning, entity, retirement, and cash strategies, and regular check-ins with a financial steward.
Compare Tiers
Starting at $2,500/month
| FEATURE | BASE $2,500/mo |
PREMIUM $5,500/mo |
ELITE $10,500/mo |
|---|---|---|---|
| Advisory cadence | Quarterly | Monthly | Monthly + firm-led reviews |
| Balance sheet reconciliations | Cash monthly | Cash monthly + other accounts quarterly |
All accounts (every month) |
| Owner 1040 incl Schedule C and/or entity return | ✔ | ✔ | ✔ |
| Light bookkeeping | ✔ | ✔ | ✔ |
| Entity-level tax planning | ✔ | ✔ | |
| Operating framework support | ✔ | ||
| Cash flow planning | ✔ |
Ready to Get Started?
Step 1: Take a 2 minute survey for your Business Builder score snapshot!
Step 2: Your score will be emailed to an associate and they will get back to you with your score.