Winner Of The 2025 AICTP Certified Tax Coach of the Year

Packages

Refined Premium Service Packages — Ember Coaching & Financial Services

Compare our most popular packages designed for every stage of business growth. Transparent pricing. No stress. World-class support.

1️⃣ Essential Growth Package

For entrepreneurs netting $100K–$300K/year ready for clarity & compliant growth

  • ✅ Monthly bookkeeping and payroll
  • ✅ Annual tax filing + proactive tax review
  • ✅ Quarterly financial dashboard and performance review
  • ✅ Business scorecard setup (key metrics + visual tracking)
  • ✅ Group coaching access (monthly focus sessions)
  • ✅ Email support for quick financial questions
  • ✅ NEW: “Quick Wins” Onboarding Session to uncover immediate improvements
Client Outcomes:
  • Clarity on where the money’s going and what’s working
  • Confidence that tax and financials are handled without the overwhelm
  • A repeatable framework for growing the business, not just keeping up
$1,000–$1,750/month
Name: Emily Walker
Type: Life coach & educator
Revenue: ~$175,000
Pain Points: Overwhelmed by books/taxes, unclear on pay, lacks confidence
Goals: Stability, clarity, expert support
Ideal: Needs structure & quick wins
2️⃣ Strategic Scale Package

For businesses netting $300K–$750K/year scaling a team & capacity for the next level

  • ✅ Everything in the Essential Growth Package
  • ✅ Monthly 1:1 coaching (strategy/leadership)
  • ✅ Cash flow forecasting and custom budgeting tools
  • ✅ Strategic pricing & margin review
  • ✅ Team readiness & delegation systems
  • ✅ Emotional intelligence coaching
  • ✅ Priority tax & financial support
Client Outcomes:
  • Predictable cash flow and stronger margins
  • 10–30% more time freed up by delegating
  • Increased capacity to lead a growing team
$2,000–$3,500/month
Name: Jason Reed
Type: Web agency founder
Revenue: ~$600,000
Pain Points: Unpredictable cash, struggles to delegate, unclear margins
Goals: Leadership, team scale, clarity
Ideal: Ready for strategy help and systems
3️⃣ Executive Vision Package

For visionary founders netting $750K–$1M/year seeking total alignment & long-term value

  • ✅ Everything in Strategic Scale Package
  • ✅ Bi-weekly strategy & leadership coaching
  • ✅ Full tax optimization plan
  • ✅ Custom KPI dashboard w/ real-time visibility
  • ✅ Mission, vision, goal tracking
  • ✅ Leadership team development coaching
  • ✅ Strategic planning retreat
  • ✅ On-call strategic advisory
Client Outcomes:
  • Elevated business valuation & exit readiness
  • Leadership team scales without constant oversight
  • Total alignment: business & life vision
$4,000–$6,000/month
Name: Rachel Morgan
Type: Leadership firm founder
Revenue: ~$925,000
Pain Points: Scaling, exit strategy, vision alignment
Goals: Long-term value, aligned lifestyle
Ideal: Has a team, ready for next-level leadership
4️⃣ Small Business & Real Estate Starter

For small businesses & real estate pros wanting peace of mind with compliance, payroll, and tax

  • ✅ Quarterly bank reconciliations
  • ✅ Mid-year review + Safe Harbor projection
  • ✅ Payroll setup/support (Gusto/Onpay)
  • ✅ Year-end books cleanup/closing
  • ✅ Business tax return (all common forms)
  • ✅ Personal tax return (1040 + schedules)
  • ✅ Entity election/formation support
  • ✅ QuickBooks Online subscription included
  • ✅ Payroll fees included
  • ✅ QuickBooks & payroll system training
  • ✅ Ongoing email compliance support
Client Outcomes:
  • Filings & payroll handled
  • Strategic mid-year planning
  • All-in-one compliance, audit-ready
$400–$1,000/month
Who: Solopreneurs, consultants, small teams
Pain: Want compliance & simplicity
Ideal: Needs a one-stop, hassle-free solution

Add-On Services (For Any Package)

  • Advanced tax strategy planning & implementation: $3,000–$7,500/project
  • Financial system setup & integrations: $2,500–$5,000/project
  • Personal financial planning: $3,500–$10,000
  • Team workshops (leadership, communication, culture, hiring): $5,000/day + prep
  • Business formation and registration package: $750 + state registration costs
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