Frequently asked questions
Spanancial Wellness®: Tailored CPA Solutions to Build Wealth and Leave a Legacy
Just like a fitness journey, creating wealth and building a legacy requires intentionality and the right regimen. Whether you’re just starting out, gaining traction, or ready to scale, the Spanancial Wellness® program offers flexible CPA options designed to meet you exactly where you are in your business.
Cleanse: Clearing the Path to Financial Clarity
This is for you if you’re just getting started but have made a few missteps along the way. Your business is in the pre-revenue or pre-profit stages, and you need guidance to set you up for success.
Think of the Cleanse as your detox for business confusion. Instead of piecing together advice from the internet, we help you clarify your goals and pave the way to activate wealth, slash taxes, and preserve legacy.
It’s the first step to flushing out what’s not working and getting clear on the financial habits that will serve your future.
Booster: Supporting Your DIY Financial Health
The Booster is for you if you’re still in the DIY phase of bookkeeping but need quarterly check-ins for professional guidance. Your business is making just enough to pay you a salary and a little extra, but you’re not quite ready to fully outsource yet.
Think of the Booster as your quarterly financial tune-up. We review your books, give you actionable insights, and help you optimize your financial health. This plan boosts your confidence and keeps you on track while you focus on growing your revenue.
Detox: Customized Strategy for Sustainable Growth
The Detox is for you if you’re doing your bookkeeping monthly but need tailored strategic support to grow your business. You’re ready to move past generic Google searches and get expert advice specific to your unique goals.
Detox your old ways of thinking about your business and partner with us to scale the right way. We guide you with strategies that help you step into your role as the CEO of a thriving enterprise, ready to take on the next level of growth.
Routine: Outsourcing with Excellence
The Routine is right for you if you’re in the scaling phase and are ready to fully outsource your accounting to a team of experts.
Your business is thriving, and you need trusted professionals to handle the financial details while you focus on doing what you do best.
Think of the Routine as your gold-standard regimen—a consistent, top-tier system that runs seamlessly behind the scenes so your business is always audit-ready with the IRS, tax-optimized, and financially healthy. This is how you build a legacy of excellence.
Not Sure Which Plan Fits Your Business?
If you’re unsure which program is best for you or if you have multiple businesses, we recommend booking a strategic discovery session. We’ll assess your current needs and provide personalized recommendations to ensure your business thrives at every stage.
The Spanancial Wellness® program goes beyond traditional bookkeeping and CPA services by meeting women entrepreneurs where they are in their business journey and empowering them with tailored strategies to build wealth and legacy. Unlike standard services that often focus solely on compliance and number-crunching, we focus on financial clarity, strategic growth, and scalability—because your business isn’t just about numbers; it’s about your future.
Here’s how our approach stands out through the four signature programs offered at The Money Council®:
1. Cleanse: A Fresh Start for New Entrepreneurs
Traditional bookkeeping services often require you to already have your systems in place. The Cleanse program is designed for those just starting out, offering guidance and education to help you avoid costly mistakes and set clear financial goals. It’s like a detox for your business thinking, helping you start with clarity and confidence, even before you’re generating consistent revenue.
2. Booster: Quarterly Tune-Ups for DIY Entrepreneurs
For entrepreneurs who manage their own books, traditional CPA services might only show up at tax time, leaving you without critical support during the year. The Booster program provides quarterly check-ins, offering expert reviews and actionable insights so you can optimize your financial health while keeping control of your day-to-day operations. It’s not about just filing taxes—it’s about boosting your long-term success.
3. Detox: Customized Growth Strategy
Most bookkeeping services maintain the status quo, while traditional CPAs often focus on reactive solutions. The Detox program, however, is all about proactive strategy. For entrepreneurs managing their books monthly, we offer personalized guidance to help you detox outdated practices and grow your business intentionally. Our advice is tailored to your unique situation—no cookie-cutter solutions here.
4. Routine: Excellence in Outsourced Accounting
When you’re ready to scale, traditional bookkeeping often isn’t enough to handle the complexities of a growing business, and basic CPA services might lack the hands-on expertise you need. The Routine program offers fully outsourced, expert-level accounting and strategic guidance to support your business as it scales. We bring big-business expertise to small-business growth, ensuring your financial systems are seamless, optimized, and legacy-ready.
Key Differences with Spanancial Wellness®
1. Personalized Approach:
Each program is tailored to where you are in your entrepreneurial journey, ensuring the services you receive match your current needs and goals.
2. Proactive Guidance:
Instead of just managing numbers, we help you develop strategies to activate wealth, slash taxes, and preserve legacy.
3. Scalability:
As your business grows, we offer flexible options to meet your evolving needs—whether it’s quarterly reviews, strategic planning, or full outsourcing.
4. Holistic Focus:
We’re not just about taxes and compliance. The Spanancial Wellness® program is about helping you achieve financial fluency while creating a legacy that lasts.
If you’re ready to move beyond traditional bookkeeping and CPA services and work with a team that’s as invested in your success as you are, let’s find the Spanancial Wellness® plan that’s right for you.
The Spanancial Wellness® program is designed to do more than just balance your books—it’s your roadmap to long-term financial success, business growth, and legacy building.
At The Money Council®, we understand that women entrepreneurs like you are juggling ambitious goals, and we’re here to ensure your business is not only profitable but also scalable, sustainable, and sellable.
Here’s how the Spanancial Wellness® program benefits your business in the long run:
1. Builds a Strong Financial Foundation
Whether you’re just starting out or already scaling, a solid foundation is non-negotiable for long-term success. Our program ensures that your financial systems, from bookkeeping to tax strategies, are tailored to your goals. With this groundwork, you’re prepared to navigate challenges and seize opportunities with confidence.
2. Saves Time and Energy
Let’s be honest—your time is better spent building your business and serving your clients than trying to figure out complex financials or patching together advice from the internet. With Spanancial Wellness®, you’ll have the support you need to focus on what you do best, knowing your financial health is in expert hands.
3. Maximizes Tax Savings
Every dollar saved is a dollar you can reinvest in your business or set aside for your legacy. Our strategic CPA guidance helps you identify deductions, optimize your business structure, and stay compliant while keeping more of your hard-earned money.
4. Scales with Your Business Growth
Your financial needs will evolve as your business grows. Unlike cookie-cutter CPA services, Spanancial Wellness® adapts to where you are in your entrepreneurial journey. From quarterly reviews in the Booster plan to fully outsourced accounting in the Routine plan, we ensure you’re supported every step of the way.
5. Supports Legacy Building
We’re not just about numbers—we’re about your future. Whether it’s setting up structures that protect your business or creating financial strategies that help you build generational wealth, the Spanancial Wellness® program is your partner in creating a legacy that lasts.
Why This Matters for Women Entrepreneurs
We know that women entrepreneurs face unique challenges in building wealth and navigating business growth. That’s why Spanancial Wellness® combines expert-level financial support with a holistic approach to ensure your business thrives not just today but for years to come.
Still Unsure? Let’s Talk!
Choosing the right financial program for your business is a big decision, and we’re here to help you make the best choice. If you’re not sure which plan fits your needs, book a Strategic Discovery Call today. We’ll assess where you are and provide personalized recommendations to set your business on the path to lasting success.
The Spanancial Wellness® subscription plans are designed to support one EIN or one business registered with your state.
If you’re managing multiple businesses and need comprehensive support, we recommend starting with a strategic discovery session. During this session, you’ll receive real-time answers to your questions and insights tailored to your unique needs.
The strategic discovery is a simple process:
Submit a quick pre-qualification application.
Invest $100 for 30 minutes of focused time with our Managing Partner.
This session ensures we can provide a personalized proposal that aligns with your goals and sets your entire enterprise up for success. Let’s explore how we can help you grow and scale with confidence!
The simple answer is no—IRS resolution isn’t a one-size-fits-all service.
Every tax situation is unique, and to provide the best support, we need to understand exactly where you are in the IRS collection process. That’s why we recommend starting with a strategic discovery session.
Here’s how it works:
Submit a quick pre-qualification application.
Invest $100 for a 30-minute session with our Managing Partner.
During this session, we’ll dig into your specific IRS situation, answer your questions in real time, and create a customized proposal that aligns with your needs and goals.
If resolving IRS issues is your priority, let’s get you started on the right path with a plan designed just for you. Your business and legacy are worth it!