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Spanancial Wellness Plans

CPA Retainers for Licensed Service Professional Women

  • 2025 Wellness Reset

    2,397$
    Every 2 weeks
    For Licensed Service Professional Women 12 months behind on bookkeeping and 1 year behind on taxes. Get up to date, worry-free!
    Valid for 6 weeks
    • 12-month catch up & clean up in QuickBooks Online
    • Up to 7 financial accounts included
    • 7 reconciliations of financial accounts
    • Busines & Personal tax preparation
    • 1 go-forward CFO/CPA strategy
    • Annual management report delivery

  • 2025 Wellness Routine

    748.50$
    Every 2 weeks
    +$3,500 Bookkeeping Catch Up or Clean Up Fee
    For licensed service professional women who desire to fully outsource accounting activities to attain schedule freedom and 6-figure profits!
     
    • Initial diagnostic and gap review
    • 90 days of onboarding support
    • Monthly bookkeeping & Managment Reporting
    • 6 CFO Strategy sessions annually
    • Annual Tax Preparation if client for 12 months or more
    • Up to Payroll management of 2 employees
    • Home state sales tax risk management

  • TESTING ADDITIONAL PLAN

    1$
     
    Valid for one month

    Contract terms apply upon check out. Visit our Contract terms in our footer!

    Retainer Policy:

    Once a retainer service is purchased, our team begins the necessary onboarding procedures based on information provided at checkout and information the client submits during portal activation. Clients will be emailed the retainer service confirmation and self-service onboarding requirements at the email address provided at checkout.  If we have begun onboarding, which occurs after the client portal has been activated, the most refund a client can receive back is the price paid minus $250. This amount is not guaranteed when requested but only provided when the client has provided ample communication. The refund may be less if we have begun the onboarding process. We will not provide any refund if the client fails to respond to communication as outlined in our contract terms.

    Third-Party Representation:

    By purchasing our consultation service, you are consenting to allow our entire firm to work on your accounting matters. Our staff members include Certified Public Accountants, Enrolled Agents, and administrative staff. Renesha Davis, although she is our founding CPA, she is not the only CPA in our office and your accounting matters and may or may not be assigned directly to her accounting research.  

    Service Rendered:

    When purchasing the consultation services, The Money Council, LLC,  Renesha Davis, CPA, and the office staff therein, are not consenting to representation throughout the tax resolution process beyond the selected service. The service fee covers the precise and only the exact service listed in the description of the store product page. Services beyond the listed description should not be expected from The Money Council, LLC nor will they be performed without an additional payment and agreement for services.

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    Please read our full legal terms and agreements here. 

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