Your Financial Command Center
As a Certifying Acceptance Agent, your job is precise IRS navigation—but who is your financial command center handling compliance behind the scenes? Choose from three levels of Financial Concierge Membership, offering support from essential templates to done-for-you payroll and bookkeeping, so you can stay IRS-ready and stress-free.
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Your CAA Financial Command Center
As a Certifying Acceptance Agent, you focus on the IRS. Who handles your financial compliance burden? Choose from three levels of our Financial Concierge Membership! From essential templates to full payroll/bookkeeping support, stay stress-free and IRS-ready.
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1400+ customers large and small trust us with their financial needs
Benefits
CAA Agents, Don’t Get Left Behind!
Whether you’re just starting out or managing a growing caseload, we offer three levels of financial support to keep your business IRS-ready and stress-free — from templates and compliance calendars to done-for-you payroll, bookkeeping, and tax prep.
Essential Compliance Toolkit
Gain immediate access to professional templates and tools, including our monthly income tracker, business expense spreadsheets, and the mandatory IRS forms checklist.
Included in C&C Access
Dedicated Strategic Guidance
Receive 30-minute strategic Zoom or phone consultations quarterly to discuss growing business challenges and ensure you stay on the right path for success.
Included in C&C Advisor
Done-For-You Monthly Bookkeeping
We handle your full monthly bookkeeping (for one bank account, up to $50k/month volume), freeing up your time to focus entirely on your clients.
Included in Full Service
Comprehensive Payroll Services
Full payroll service support for up to five W-2 or 1099 workers, ensuring smooth and compliant employee and contractor payments.
Included in Full Service
Free Annual Corporate Tax Filing
Access to discounts on all tax prep, with the added benefit of a FREE annual Corporate Tax Return (Form 1120, 1065, or 1120S) included in the Full Service plan.
Included in All Plans
Priority Access & Expert Training
Benefit from Priority Email Support, mid-year tax record reviews, and exclusive invitations to member-only workshops and webinars.
Included in All PlansReady to Transform Your Financial Strategy?
Choose your next step: Get personalized guidance or explore our clear, tiered pricing plans now.
End-to-End Financial Compliance Management
Whether you need basic organizational tools or full payroll services, our tiered memberships keep your business IRS-ready and stress-free.
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Automate Compliance Tasks
Eliminate manual tracking: Access professional templates, checklists (IRS forms, ITIN logs), and financial spreadsheets to manage recurring compliance requirements with ease.
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Prioritize Client-Facing Work
Offload administrative burden: Reclaim billable hours by relying on us for monthly bookkeeping, payroll, and accurate quarterly financial reporting.
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Guided Strategy & Expert Support
Strategic growth roadmap: Utilize quarterly one-on-one consultation calls and priority email support to make informed decisions and advance your business goals.
Optimize Your Support & Investment with Tiered Plans
Never overpay for support. Choose the Financial Concierge Membership level that perfectly aligns with your current size and business goals.
Scale Your Support Seamlessly
Start with Access for basic tools or jump straight to Full Service for done-for-you bookkeeping and payroll—upgrade or downgrade as your needs change.
Maximize Savings on Tax Prep
All tiers receive significant discounts on tax filing, with the Full Service membership including your Annual Corporate Tax Return for free.
FAQ
Frequently asked questions:
Learn more about our three scalable support tiers, what's included in your monthly investment, and how to choose the right fit.
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What is included in the basic C&C Access membership?
The C&C Access membership ($19 Monthly) is designed for early-stage entrepreneurs and solo CAA providers. It provides foundational organizational tools like a monthly income tracker, business expense spreadsheet, ITIN log sheet, and an IRS forms checklist. You also get one monthly Email Q&A and a 10% discount on future tax preparation.
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Who is the C&C Advisor membership ideal for?
The C&C Advisor tier ($49 Monthly) is built for growing CAA businesses that need light support and structured advice. It includes everything in C&C Access, plus a 30-minute strategy session per quarter (via Zoom or phone), a Tax Record Review at mid-year, and a "How to Prep for Tax Season" mini-course.
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Does the Full Service plan include bookkeeping and payroll?
Yes. The Full Service tier ($399 Monthly) includes comprehensive support: Monthly Bookkeeping (for one bank account, up to $50k/month volume), Payroll Service for up to five W-2 or 1099 workers, and a FREE Annual Corporate Tax Return (Form 1120, 1065, or 1120S).
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How does the mid-year tax record review work?
The mid-year review, available in the C&C Advisor and Full Service plans, is a crucial check to ensure you are on track with your tax records. It helps prevent end-of-year surprises and prepares you early for tax season.
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Can I upgrade or downgrade my membership level?
Yes. The entire system is built to scale with your business. You can start with C&C Access and easily grow into the Advisor or Full Service membership as your caseload and administrative needs increase.
"I was constantly losing billable hours juggling compliance spreadsheets and payroll logistics. Since switching to C&C's Full Service Membership, I have a true Financial Command Center handling everything end-to-end. I'm genuinely stress-free and can dedicate 100% of my time to my clients, knowing my IRS-readiness is guaranteed."
Patricia G.
Certifying Acceptance Agent
Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team.
