Infinity CPA Solutions

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My Services

Financial freedom starts here with education and collaboration.

Gain confidence in your business finances to make informed decisions, stay organized, know your profits and pay yourself what you deserve.

You’ll never wonder if your books are up to date or if a tax surprise is around the corner. With clean monthly bookkeeping, tax prep, and proactive planning twice a year, you’ll feel grounded and secure — knowing your money is organized and working for you.

Best for: Entrepreneurs ready to get out of overwhelm and into flow with their finances.

What’s Included:
  • Monthly Bookkeeping: Accurate, up-to-date financials so you always know where your money is going.
  • Tax Preparation: Stress-free tax filing with everything organized and optimized for maximum savings.
  • Tax Strategy: Proactive planning to ensure you’re minimizing your tax liability and keeping more of what you earn.
  • Discounted CFO Strategy Sessions

Build your foundation with clarity and confidence.

Investment Starting at $675/month

Base

This is where compliance meets clarity. Along with bookkeeping, tax prep, and semi-annual planning, you’ll get quarterly CFO strategy calls — so you can make smart decisions about hiring, pricing, and scaling without second-guessing yourself.

Best for: Service-based business owners who want  want guidance that helps them confidently grow.

Includes everything in Roots, plus:
  • Quarterly CFO strategy calls (big-picture guidance)
  • Customized reports so you always know where your money’s going
  • Support with financial decisions like hiring, pricing, and scaling

Grow your business with strategy and support.

Investment starting at $1,000 per month

Climb

Summit is more than accounting — it’s a partnership. With monthly CFO calls, bookkeeping, tax prep, and ongoing planning, you’ll always know your numbers and have a trusted advisor helping you turn them into smart moves. This is your financial dream team — without having to hire in-house.

Best for: Ambitious CEOs who want consistent financial insight, support, and accountability at every stage of growth.

Includes everything in Rise, plus:
  • Monthly CFO calls (ongoing high-touch support)
  • Hands-on guidance for major decisions & financial moves
  • More proactive tax and cash flow monitoring throughout the year

Flourish with a financial partner by your side.

Investment Starting at $1,300 per month

summit

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In this one-time deep dive, we’ll focus on the financial decisions keeping you up at night — whether it’s pricing your services, planning for growth, figuring out if you can afford to hire, or finally understanding your cash flow. You’ll walk away with a clear plan, action steps you can implement right away, and the peace of mind that comes from knowing your numbers are working for you.

Best for: Entrepreneurs who need expert financial guidance right now but aren’t ready for ongoing CFO support.

Includes:
  • Pre-session questionnaire (so we dive right into what matters most)
  • 90-minute private Zoom strategy session with me
  • A summary email with your key takeaways and action steps

Get clarity and direction — without the long-term commitment.

$875 Investment - for current clients only

CFO Strategy Session

Let's Chat

Let's chat and see if we're a good fit. I love would love to get to know you, your business, and hear about your goals for the future.
Hiring a CPA is a long term relationship and I believe in making sure you'll enjoy working with me.

Wondering what it would look like to have a CPA on your team?

Let's get started!

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