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TSAT Accounting Solutions

Your version of success needs a financial plan built around it.

You have already built a real business. The next question is where you want to take it. More revenue, better profit and cash flow, a stronger team, another location, less dependence on you, or something entirely your own. TSAT gives you the financial strategy and advisory support to move toward it with clarity.

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Two Ways We Can Help

Choose the level of financial support your business needs now.

Strategic tax planning for owners who want to stay ahead of taxes, or hands-on CFO advisory for owners who want a financial partner helping guide what comes next.

Proactive Tax Strategy

TSAT Tax Strategist Plan

$10,500/year per entity

Designed for S-Corps, or businesses preparing to become one, that want proactive tax planning tied to the way the business is actually growing.

  • Quarterly Tax & Business Planning: Four 60 to 90 minute Zoom sessions each year focused on identifying and implementing tax-saving strategies.
  • S-Corp 1120S Tax Return: Your S-Corp return is included as part of the plan.
  • Unlimited Email Support: Direct access to your trusted advisor with a 48 to 72 hour response time.
  • TSAT CFO Vault Access: Resources and tools for business, leadership, and tax planning.
  • Financing Options: Flexible payment options are available.
Talk About Tax Planning
Ongoing CFO Partnership

TSAT CFO Advisory Service

$5,000/month

Your Roadmap. Your Dashboard. Your CFO. For business owners who want more than reports. We build the plan, track the numbers that matter, and work the plan with you.

  • CFO VIP Day + Customized Roadmap: We dig into your business, your numbers, your goals, and what is standing in the way.
  • Customized KPI Dashboard: We track the numbers that tell us whether your plan is actually working.
  • Ongoing CFO Meetings: Weekly for the first 90 days, then every other week for the remainder of the 12-month Roadmap.
  • VIP Access: Email and text access with a 12 to 24 hour response time for financial questions, opportunities, and major decisions.
  • Financial Review + Decision Support: Hands-on guidance as the business changes and new decisions come up.
Talk About CFO Advisory

Advisory is paid at the beginning of each month. There is no long-term contract, and service can be stopped with 30 days' notice. Leadership training, tax, payroll, and accounting work are separate services.

Inside CFO Advisory

Roadmap. Dashboard. Advisor.

The goal is not to give you more reports. It is to make sure you know where the business is going, whether you are getting there, and what we need to do next.

01

Roadmap

Where are we going? We start with the CFO VIP Day and turn your goals, financial reality, and obstacles into a practical plan.

02

Dashboard

Are we getting there? Your KPI Dashboard focuses on the numbers that matter to your goals, not pages of reports you do not need.

03

Advisor

What do we do next? Tabitha works the Roadmap with you and helps you make informed financial decisions as opportunities and challenges come up.

Want the Roadmap Only?

CFO VIP Day

If you want a customized CFO Roadmap and are comfortable implementing it yourself, we can build it together during a focused VIP Day and hand the plan to you to execute. The KPI Dashboard is not included with the standalone VIP Day.

$2,500One-time CFO VIP Day
The TSAT 4 Core Quadrants

Financial decisions do not happen in a vacuum.

We look at the business through four connected experiences so financial strategy supports the whole company.

TX · Team ExperienceBuild efficient, cohesive teams that support the business you are trying to create.
CX · Client/Customer ExperienceProtect client value while improving revenue, profitability, and the way the business operates.
OX · Owner/Shareholder ExperienceMake the company work toward the owner's personal and financial definition of success.
AX · Associate/Vendor ExperienceBuild stronger external partnerships, improve efficiency, and make spending more intentional.
Where Do You Want To Take It Next?

Build the financial strategy around the business you actually want.

If you are ready for proactive tax planning or a CFO beside you helping guide the next stage, start with a conversation about where you want to go.

Schedule a Conversation with Tabitha