Quarterly Accountability Group
& Monthly Masterminds
In today’s constantly shifting market, business owners—both new and experienced—need consistent support, fresh insight, and accountability to stay competitive. Quarterly accountability groups help business owners stay on track with goals, monitor progress, and make needed adjustments before issues become setbacks. These check-ins create a structured rhythm that keeps you focused, compliant, and aligned with your financial and operational priorities.
Monthly masterminds offer the added benefit of community and collaboration. They provide a space to exchange ideas, learn from real-world experiences, and gain perspective from fellow entrepreneurs facing similar challenges. In an ever-changing environment, masterminds help you stay agile, informed, and inspired.
Together, these groups offer a powerful combination of guidance, motivation, and strategic insight—helping business owners grow confidently, avoid costly mistakes, and stay ahead of trends all year long.
Quarterly Accountability Group & Business Networking
A business quarterly accountability group is a structured, guided check-in held every three months to help business owners stay focused, compliant, and aligned with their goals. During these sessions, owners review their financials, tax responsibilities, operational progress, and upcoming priorities. It’s a dedicated space to pause, evaluate what’s working, identify what needs improvement, and create an action plan for the next quarter.
These groups are important because they provide consistency, clarity, and accountability—three things every business needs in a constantly changing market. Quarterly check-ins help prevent financial blind spots, reduce compliance risks, and keep owners proactive instead of reactive. They also create momentum, helping both new and seasoned entrepreneurs make steady progress, adjust to changes, and stay on track with their long-term vision.
BONUS: Business Networking with like-minded, motivated, local business owners!
Starting at $1000 a la carte
Included in Business Entity Tax Prep & Advisory Packages!
Monthly Masterminds
Monthly masterminds provide the ongoing support and momentum business owners need to stay sharp, informed, and consistently moving forward. While quarterly accountability sessions establish the foundation and big-picture goals, monthly masterminds build on each quarterly theme to create a thorough, systematic plan that keeps clients engaged and on track all year long.
These mastermind sessions offer a collaborative environment where business owners can share challenges, brainstorm solutions, learn new strategies, and gain insight from peers facing similar situations. In an ever-changing business landscape, this monthly rhythm helps owners stay adaptable, avoid blind spots, and implement the steps needed between each quarterly milestone.
By combining the structure of quarterly accountability with the deeper, month-to-month support of masterminds, business owners receive continuous guidance, clarity, and community—key ingredients for growth, stability, and long-term success.
Starting at $175/ session, $2100 annual a la carte
Included in Business Tax Prep & Advisory Packages