Million-Dollar Action Plan

Every engagement at By The Numberz CPA follows our Million-Dollar Action Plan framework:

01

Diagnose the Numbers

We uncover what’s working, what’s broken, and where money is leaking.

02

Design the Profit Plan

We map out your strategy to increase profits, improve cash flow, and strengthen operations.

03

Implement with Precision

Our systems, dashboards, and SOPs ensure your numbers stay clean, accurate, and bank-ready.

04

Optimize &

Scale

As you grow, we refine strategies so profitability follows every step of the expansion.

We don’t guess.

We don’t do surface-level fixes.

We build profitable CEOs.

Our Services

Profit-focused. Strategy-driven. Built for serious business owners.

At By The Numberz CPA, we don’t offer one-size-fits-all accounting.
We provide intentional, profit-driven services designed to meet businesses where they are—and move them where they want to go.

Profit Upgrade

Pricing varies by business

The Profit Upgrade is a customized engagement for businesses that need immediate financial cleanup, restructuring, or strategic correction before moving into ongoing services.

Common Profit Upgrade engagements include:
  • Bookkeeping cleanups and catch-ups
  • Financial system redesign
  • Entity structure review and correction
  • Tax strategy reset
  • Profit model redesign
  • Dashboard and reporting setup
Pricing is based on the complexity, size, and condition of your business.

Ideal for:
 Businesses that are operational but financially misaligned—and ready to fix it properly.

Profit Audit Call

$397 | 90-Minute Working Session

This is the starting point for all new clients.
The Profit Audit is a deep-dive working session designed to assess the financial health, profitability, tax exposure, and readiness of your business.

What’s included:
  • Review of current financial structure and systems
  • Identification of profit leaks and risk areas
  • Tax exposure and compliance red flags
  • Cash flow and pricing observations
  • High-level recommendations and next steps
This is not a free consultation.
This is a paid diagnostic session for CEOs who value strategy and clarity.

Ideal for:
 Business owners who want real answers, not surface-level advice.
Complete Profit Audit Form

Ongoing Accounting & CFO Services

Profit & Tax Essentials

$1,500+

per month

Your financial foundation—clean, compliant, and profit-aware.


Includes:

Monthly bookkeeping and reconciliations

Monthly financial statements

Year-round tax strategy and monitoring

Annual business and owner tax returns

Quarterly profit reviews

KPI dashboard

Email support

CFO Advantage

$3,000 - $5,000

per month

Strategic financial leadership without a full-time CFO.


Includes everything in Essentials, plus:

Quarterly CFO strategy sessions

Cash flow forecasting

Budgeting and rolling forecasts

Pricing and margin analysis

Profitability modeling

Investor- and lender-ready reporting

Bankable CEO Suite

$7,500 - $10k

per month

High-touch, executive-level financial partnership.


Includes everything in CFO Advantage, plus:

Weekly CEO accountability and strategy touchpoints

Full profit, tax, and operational audit

Hands-on implementation support

Entity optimization for tax efficiency

Funding strategy and lender packaging

Board, investor, and executive reporting

Important Notes

All new clients must begin with a Profit Audit Call

Pricing reflects boutique-level service and expertise

We work best with CEOs ready for transparency, accountability, and growth

Long-term partnerships are prioritized

Assurance Services

Compilation & Review Services

$2,500 - $3,500

Prepared in accordance with professional standards, designed for banks, lenders, boards, and internal decision-making.

Includes:

Financial statement compilations

Review engagements

Analytical procedures

Management inquiry

Final reporting



Pricing depends on complexity, records condition, and reporting needs.

Non-Profit Audits

$5,500+

Independent audit services for nonprofit organizations requiring transparency, compliance, and accountability.

Includes everything in Essentials, plus:

Financial statement audit

Internal control review

Compliance testing

Board-ready audit reporting

Single Audits

Custom Pricing

Single Audits are required for organizations expending federal funds above the applicable threshold.


Pricing is based on:

Number of federal programs

Complexity of funding streams

Internal controls and documentation

Prior audit history


A separate proposal is required.

Disclaimers

Professional Services Disclaimer

By The Numberz CPA provides professional accounting, tax, and advisory services. We do not provide legal advice. Clients are encouraged to consult legal counsel when necessary.

 

No Guarantees Disclaimer

While we provide strategic insight and professional expertise, results depend on client participation, implementation, and business conditions. Profitability and outcomes are not guaranteed.

 

Paid Services Disclaimer

All consultations, audits, and advisory sessions are paid services. No free consultations are offered.

 

Engagement Disclaimer

Services are provided only after a signed engagement agreement and receipt of payment. Scope, timelines, and deliverables are defined within each engagement.

 


Audit & Assurance Disclaimer

Audit, review, and compilation services are governed by professional standards. Fees may vary based on complexity, documentation quality, and regulatory requirements.

 

Right to Decline Service

By The Numberz CPA reserves the right to decline or discontinue services if a client is not a good fit, fails to cooperate, or does not align with firm standards and values.