Transparent Fixed-Fee Packages | Client Engagement Pack

Predictable Monthly Investment. Measurable Tax & Cash Flow ROI.

Choose the package aligned with your entity structure and complete the Digital Client Engagement Pack below to initiate onboarding within 24 hours.

TIER 1 β€’ EMERGING PRACTICE

Essential Compliance

$495/mo

For solo practitioners and single-entity service businesses up to $500K annual revenue.

  • βœ“ Monthly Bank & Credit Card Reconciliation
  • βœ“ Clean P&L, Balance Sheet & Cash Flow Packet
  • βœ“ Quarterly Estimated Tax Calculations
  • βœ“ QBO Advanced or Xero Ledger Management

Select Essential Tier

TIER 2 β€’ MOST POPULAR FOR CLINICS

Clinical & Growth Advisory

$995/mo

Designed for medical and dental practices ($500K–$2.5M) requiring PMS sync and proactive tax strategy.

  • βœ“ Everything in Essential + Daily PMS Deposit Recon
  • βœ“ Doctor & Associate Compensation Payroll Recon
  • βœ“ Annual Corporate Tax Return (1120-S / 1065) Included
  • βœ“ Year-Round IRS Enrolled Agent Protection Shield

Select Growth Advisory

TIER 3 β€’ MULTI-SITE / MSO / DSO

Institutional CFO & Tax

$1,895/mo

Full Fractional CFO, multi-entity consolidation, and aggressive tax structuring for groups ($2.5M+).

  • βœ“ Multi-Entity Consolidated Financial Statements
  • βœ“ Monthly Executive CFO Video Review & KPI Deck
  • βœ“ Multi-State / Cross-Border Tax & PTET Strategy
  • βœ“ Priority IRS Enrolled Agent Audit & Representation

Select Institutional CFO

Digital Client Engagement Pack & Onboarding Intake

Submit your practice profile below. Our executive team (sheraz@zatc.com / advisory@zatc.com) will issue your customized Letter of Engagement and onboarding link within 1 business day.