How we work together:

We currently work with our clients in 3 tiers. The tiers are designed in such a way that we can meet you where your business is at today so we can get you where you want to be tomorrow. Let our relationship grow alongside your business.
Our approach? Think of it like subscribing to your favorite streaming service – except it's for financial expertise.
With our subscription-based model, you get the best of both worlds: top-notch financial support without the full-time hire price tag. We get it, not every business needs round-the-clock financial experts. We're here to provide tailored solutions at a fraction of the cost.
But we're more than just numbers. We're about forging connections and helping your business thrive. We cap our client list to ensure you get our full attention and customized solutions.
Revamp CPA is your financial partner, here to make growth your reality. Let's journey together toward success. 


Tier 1: Essential Tax Compliance

Included with Tier 1:
  • Dedicated Account Manager
  • Guaranteed 48 hour turnaround on tax related questions 24/7
  • Entity Structure Review
  • Proactive Tax Planning
  • Quarterly and End of Year Tax Meetings (5)
  • Quarterly Estimated Tax Calculation and Payment
  • End of Year Tax Return Preparation
Our price: Starting at $350 per month
  • A consistent price that you can bake into your monthly budget.
Essential Tax Compliance: Guiding Your Path to Success
For those charting their course and taking their first steps, our Essential Tax Compliance Tier is tailor-made. We're here to assess your business's foundation, ensuring a solid setup for success. Say goodbye to tax burdens and stress – we've got your compliance covered. It's your pathway to a stress-free financial journey.

Tier 2: Premium Financial Management

Included with Tier 2:
  • *All Services Included with Tier 1* and:
  • Guided conversion and/or set up in Freshbooks
  • Industry Standard Chart of Accounts
  • Payroll Processing
  • Weekly Bookkeeping
  • Financial Insights by Project
  • Monthly Financial Reports


Our price: Starting at $1,000 per month
  • A price that allows us to provide elite service and focus on your business.
Premium Financial Management – Navigating Success
Congratulations! You have made it past the "side-hustle" phase and now you count on this business to provide for yourself and your loved ones. This is an amazing accomplishment but also a stressful thought. Our Premium Financial Reporting package is designed to bring order to your finances and actionable insight to your business. We're here to ensure that your success story unfolds smoothly.

Tier 3: Elite Financial Advisory

Included with Tier 3:
  • *All Services Included with Tier 1 & Tier 2* and:
  • Easy to understand Budgeting and Forecasting
  • Cash Flow Planning
  • KPI Tracking
  • Product & Service Pricing
  • Capital Allocation Planning
  • Industry Benchmarking
  • Bi-weekly Financial Strategy sessions (25)
  • Guaranteed 24 hour turnaround on any question


Our price: Starting at $2,500 per month
  • This is less than 1/10 of the cost of having a CFO on your payroll
Elite Financial Advisory – Reaching New Heights
Everyone in your area knows your name and wants you to remodel their kitchen or design their spaces. You have a great team and strategy that allows you to do projects like clockwork. You are happy with the money coming in the door and feel like you have "made it". But why stop here?
Our elite financial advisory tier is designed for business owners to get to the next level. We want to help you make more money than you thought was possible. Let's work together to scale you from a local success story to a titan in your industry.