Partner WithU

Stop guessing. Start growing. Choose the level of support you need.

Compliance

Tax & Books

Perfect for small business owners who just need to stay legal and keep the IRS happy.

  • Business Tax Preparation (1120S/1065)
  • Quarterly Tax Estimates
  • Monthly Bookkeeping Review
  • Annual Strategy Call
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Performance

Fractional CFO

For growing companies that need monthly financial clarity and decision support.

  • Everything in Compliance, plus:
  • Monthly KPI Dashboard & Reporting
  • Cash Flow Forecasting
  • Quarterly Strategy Meetings
  • Unlimited Email Support
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Growth & Consulting

Business Advisory

High-level consulting for strategy, innovation, and long-term profitability.

  • Everything in Performance, plus:
  • Mergers & Acquisitions Analysis
  • Real Estate Deal Analysis
  • Strategic Planning & KPI Tracking
  • Board Advisory Seat
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