Buckle UP… This is for the BIG Dogs.
Where Creative Entrepreneurs Step Into Financial Mastery
Dear Creative Entrepreneur,
You’ve built something powerful. You’re already running an S-Corp or Partnership. You’re
paying yourself. You’re compliant. But you know there’s a higher level — one where your cash
flow feels controlled, your profit is intentional, and your financial decisions drive growth instead
of stress.
That’s where The ULTIMATE begins.
The ULTIMATE is a high-touch, high-clarity financial system for creative entrepreneurs ready
to master Profit First, optimize cash flow, and lead with total financial confidence.
This isn’t about staying compliant. It’s about becoming the kind of CEO who makes money
work for them. On purpose, with precision, and without chaos.
That’s why we created The ULTIMATE.
Who The ULTIMATE Is For
The ULTIMATE is built for creative entrepreneurs who are ready to step out of “freelancer mode” and run a real company.
- You’re operating as an S-Corp, Partnership, or Corporation and want to move beyond“checking boxes” into real financial strategy.
- You’re ready to build intentional profit, pay yourself well, and lead your business like atrue CEO.
- You want expert guidance on cash flow, Profit First, and strategic decision-making.
- You’re committed to using Relay Bank to optimize and automate your cash management system. (Relay Bank use is required for The ULTIMATE.)
If you’re ready to replace financial guessing with clarity, this is your path forward.If you see yourself in that list, The ULTIMATE was designed for you. BOOK IT>>>>>>
What You Get Inside The ULTIMATE
1. Monthly Bookkeeping
Your books are managed with precision and purpose.
- Every transaction categorized and reconciled using a Profit First–aligned chart of accounts
- Tracking across multiple bank accounts, including Profit First allocations
- Clear, concise monthly financial reports and visual dashboards
- Sales tax filings and payment scheduling handled for you
- Annual 1099 contractor filings
2. Owner & Employee Payroll
Payroll that adjusts with your business, not against it.
- Full W-2 payroll management for the owner and employees
- Compensation adjustments based on cash flow and strategy
- Quarterly and annual payroll tax filings included
3. Tax Preparation & Filing
Proactive tax strategy meets accurate compliance.
- Federal and state company tax returns (1120-S, 1120, or 1065)
- Individual returns billed separately
- Planning for owner pay, profit distributions, and estimated taxes
4. Strategic Tax & Financial Advisory
High-level insight to help you lead with confidence.
- Quarterly financial check-ins focused on tax and cash flow strategy
- Real-time estimated tax planning using up-to-date data
- Expert guidance on financial decisions as your business evolves
5. Profit First System (via Relay Bank)
* Required Bank Relay (psst…we will do all that setup work for ya)A proven framework for profitability – automated and optimized.
- Relay Bank setup and ongoing support (required for The ULTIMATE)
- Custom Target Allocation Percentages (TAPs) aligned with your goals
- Setup and management of Profit First accounts for Owner Pay, Profit, Taxes, and Opex
- Regular review and adjustment of allocations to strengthen profitability
- Guided or automated transfer cadence following the Profit First method
6. Contractor Payments
Effortless team payments that stay organized and compliant.
- Setup and management of 1099 contractor payments through Relay
- Annual 1099 filings included
- Best-practice guidance for managing contractors and planning team expenses
7. Access to the Creative Collective
Stay sharp, supported, and surrounded by creative CEOs like you.
- Monthly live group coaching sessions focused on cash flow, systems, and leadership
- Real-world conversations about scaling, profitability, and decision-making
- Community, accountability, and inspiration as you grow into your next level
The Investment
The Ultimate Partnership for the ULTIMATE Creative
When you reach this level, you don’t need another accountant — you need a strategic ally.
The Ultimate isn’t a one-time engagement. It’s a monthly collaboration that evolves with your
business.
Here’s what that means:
- Your investment is spread monthly, so cash flow stays smooth
- You’re in consistent communication with your tax and strategy team
- Your finances, payroll, and tax strategy are constantly refined as you grow
This is the system for creative CEO’s ( YEP. That’s YOU) ready to expand, delegate, and build
long-term wealth, not just keep the books clean.
Let’s map out your next level.
[Your creative is NOT the problem – Book the Call]
Why The ULTIMATE Works
The Ultimate Partnership for the ULTIMATE Creative
We’ll say it louder… The Result? You keep more money, gain control, and free your
energy to focus on the creative work.
Most creative entrepreneurs think once they hit S-Corp status, they’ve “made it.” But the truth is,
that’s only the halfway point.
The real leap happens when you start mastering your cash flow, taking control of profit, and
making financial decisions like a CEO — not a freelancer with more revenue.
The ULTIMATE gives you that mastery. It’s the structure, clarity, and strategic partnership you
need to grow confidently, profit intentionally, and lead powerfully.
ONCE AGAIN…. You keep more money, gain control, and free your energy
to focus on the creative work.