We deliver CPA-prepared financials by the 25th, run payroll & filings, and include your business + personal returns — so you can run your business, not the back office.
CPA-Led • 50-State Virtual • Franchise Systems Expertise
Choose Your Membership
One flat monthly fee. Financials by the 25th. Payroll compliant. Business + personal returns included.
Peace of Mind — $1,800 every 28 days
All core outcomes plus priority access, protection, and CFO-level strategy.
- Books, payroll, biz + personal returns, CPA calls
- Up to 30 W-2s, unlimited states, multi-entity consolidation
- Priority SLA: 12h response, live slot within 24h
- CFO-level planning + proactive mid-year adjustments
- IRS Notice Shield (full coverage) + transcript monitoring
- Custom KPI dashboard
Bonuses Included Today ($2,000+ value):
• Weekly CPA Office Hours (live Q&A + recordings)
• Quarterly “Tax Moves That Matter” Workshop
• Member Resource Center
Growth — $1,200 every 28 days
Everything you need for predictable, proactive compliance.
- Books, payroll, biz + personal returns, CPA calls
- Up to 15 W-2s, 3 entities, 3 states
- SLA: 24h response, live slot within 48h
- Enhanced reporting + cash flow guidance
- IRS Notice Shield Lite
Core — $900 every 28 days
Essentials only, limited scope.
- Books, payroll, biz + personal returns, CPA calls
- Up to 5 W-2s, 1 entity, 1 state
- SLA: 36h response, live slot within 72h
- No multi-state, no consolidations, no IRS shield
We accept a limited number of new members each month to maintain CPA capacity. Apply to confirm fit.
What You Get With Your CPA Membership
Clear deliverables. Predictable timelines. CPA oversight — not software bots.
Prepared Financials, Delivered by the 25th
Every membership includes reconciled books and CPA-prepared financials by the 25th of the following month — guaranteed.
Note: Guarantee assumes timely client data. If documents are delayed, preliminary reports will be provided and finalized once all information is received.
Payroll Compliance Without the Stress
We run payroll in iSolved/Payroll Vault, handle filings, and issue W-2s/1099s — so you never worry about deadlines or penalties.
Business + Personal Tax Prep Included
Your S-Corp/LLC + your personal return are filed together — one flat fee, no surprises.
Quarterly CPA Strategy Calls
We meet with you every quarter to optimize compensation, forecast taxes, and stay ahead of IRS/state surprises.
Secure Client Portal + Fast Responses
Every membership includes portal-based Q&A with published response SLAs (12h / 24h / 36h depending on tier).
90-Day Value Guarantee
If we cannot demonstrate value equal to your membership fee in avoided penalties, time saved, or tax strategies identified, we continue working at no charge until we do.
Note: We do not guarantee specific tax outcomes. Individual circumstances vary.
💡 Peace of Mind members unlock additional benefits: Weekly CPA Office Hours, IRS transcript monitoring, and custom KPI dashboards.
Why Business Owners Choose Our Premium CPA Membership
Direct CPA Oversight
Every membership is reviewed and managed by a licensed CPA — not outsourced staff or software bots.
On-Time Financials, Guaranteed
Prepared financials delivered by the 25th every month. Our 90-Day Value Guarantee backs it up.
All-Inclusive, Flat-Fee Structure
Books, payroll, business + personal returns, and quarterly CPA calls — one price, no hourly surprises.
Proactive Strategy, Not Just Filing
Quarterly CPA strategy sessions, mid-year adjustments, and access to office hours (Peace of Mind).
Trusted by Franchisees and Growth-Minded Owners
Systems tailored for multi-unit operators, franchise restaurants, and serious owners who want clarity and control.
Virtual-First, National Reach
Secure systems and 50-state coverage — with local insight from our offices in Oklahoma and California.
Limited Capacity by Design
We only accept a limited number of new members each month to ensure CPA-level attention for every client.
We Know Franchises — Inside and Out
From Domino’s pizza operators to fitness and retail franchisees, our systems are built for the unique needs of franchise businesses.
Multi-Unit Ready
Consolidated reporting, multi-entity payroll, and compliance across states — built for owners with more than one location.
Royalty & Ad Fund Clarity
Know exactly what’s flowing to corporate versus staying in your store. Full visibility into your numbers, every month.
Labor Cost Control
Payroll compliance plus reporting that helps you manage margins and make better staffing decisions.
Tax Strategy for Franchise Owners
Entity structure, S-Corp salary optimization, and proactive planning tied to your P&L — not generic templates.
Benchmarked Experience
We’ve built systems around real franchise clients — including restaurants, fitness, and retail — so you don’t pay for trial and error.
💡 Most CPAs “do taxes.” We build franchise systems that scale — so your back office runs as smoothly as your front line.
Why Our CPA Membership Works — And Who We Built It For
When I started Boulanger CPA, I had two choices: chase high-volume, one-time tax returns… or build long-term partnerships with owners I could genuinely support.
I chose quality over volume — and relationship over transactions.
That’s why our firm is structured as a membership model. We work with a limited number of serious business owners across the U.S. who want clean books, timely payroll, proactive tax strategy, and true CPA guidance — all bundled into one flat monthly service.
We don’t just “do your taxes.” We:
- Deliver CPA-prepared financials by the 25th every month
- Run payroll through iSolved/Payroll Vault and handle all filings
- Prepare your business + personal returns — included
- Meet quarterly to adjust, plan, and keep you on track
👉 Memberships are limited. We only accept a set number of new members each month to ensure every client gets true CPA-level attention.
Marc P. Boulanger, CPA
Founder of Boulanger CPA — a national CPA-led membership firm for owners who want everything handled: books, payroll, taxes, and strategy.
Our Core Services for Business Owners
Business + Personal Tax Filing (Included)
One flat fee covers both your business return and your personal return as the owner — no extra invoices, no surprises.
Quarterly CPA Strategy
Each quarter we meet to optimize compensation, forecast liabilities, and keep you ahead of IRS/state surprises.
Financials by the 25th (Guaranteed)
Books reconciled, reporting package delivered, and financials reviewed by a CPA — always on time, every month.
Payroll Compliance Without Headaches
Run through iSolved/Payroll Vault. Filings handled. W-2s and 1099s delivered. You stay compliant without juggling vendors.
How to Join the CPA Membership That Keeps You Ahead of the IRS
It’s simple. No hourly billing. No seasonal chaos. Just three steps to clarity and compliance.
Step 1: Apply for Membership
Tell us about your business and goals. We’ll review your fit and book a call with a licensed CPA.
Step 2: Get Onboarded
We’ll clean up your books (if needed), set up payroll, and build your tax projection so you start with clarity from day one.
Step 3: Let Us Handle Everything
Get CPA-prepared financials by the 25th, payroll handled, and quarterly CPA strategy sessions — all backed by our 90-Day Value Guarantee.
What Our Clients Say About Boulanger CPA
We work with business owners nationwide who want clarity, compliance, and confidence in their numbers. Here’s what they’ve shared about working with us:
Disclaimer: These testimonials reflect individual client experiences. Results will vary. Past outcomes do not guarantee future results.
Frequently Asked Questions
What’s included in my membership?
CPA-prepared monthly financials, payroll compliance, business + personal tax prep, and quarterly CPA strategy calls. Peace of Mind members unlock extras like weekly office hours, transcript monitoring, KPI dashboards, and broader protection.
When will I receive my monthly reports?
We deliver prepared financials by the 25th of the following month, assuming we receive complete client data by the 7th (bank/credit card statements, payroll data, loan statements, etc.). If data arrives late, we issue preliminary reports and finalize once all information is received.
What is the client data deadline?
Please upload required documents by the 7th of the following month. This enables on-time delivery by the 25th. Late or incomplete data may shift final delivery to the next cycle.
How does billing work?
Memberships bill every 28 days (13 cycles/year) via autopay (ACH/credit card). This cadence supports consistent delivery and CPA capacity.
What is the Implementation & Cleanup fee?
A one-time $1,500–$3,000 fee (based on complexity) that covers catch-up bookkeeping, payroll tune-up, and tax projection setup. It ensures a clean start and faster early wins.
What if I don’t see value?
90-Day Value Guarantee: If we cannot demonstrate value equal to your membership fee within 90 days (avoided penalties, time saved, or tax strategies identified), we continue working at no charge until we do. We do not guarantee specific tax outcomes; individual circumstances vary.
How fast do you respond?
Published SLAs (business hours): Peace of Mind 12-hour response (live slot within 24h); Growth 24h (live within 48h); Core 36h (live within 72h). Quick Q&A = questions answerable in under 10 minutes; larger items are scheduled sessions.
How long does payroll setup take?
We begin a payroll audit immediately and schedule corrections within your first 48 hours. Bank and provider approvals can affect final go-live dates; we keep you updated and process filings on schedule once live.
When will IRS transcript monitoring or POA access begin?
We submit authorization promptly, but IRS/state acceptance times vary and are outside our control. Monitoring and representation begin as soon as the agency recognizes our authority; we’ll confirm once active.
Do you handle multi-state and multiple entities?
Yes—scope depends on tier. Core: 1 entity, 1 state; Growth: up to 3 entities/states; Peace of Mind: consolidation and broader multi-state support.
Can I sign up just for tax prep?
No. We operate as a membership so you get year-round clarity and proactive planning—not seasonal transactions.
What if my books are behind?
We quote backwork separately during Implementation & Cleanup. Once current, ongoing monthly work is covered by your membership.
Is this fully virtual? How do we share documents?
Yes—national, virtual-first. All documents flow through our secure client portal. We do not request sensitive documents by email.
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