our Services

IN THE WORLD OF BUSINESS,

optimizing PROFITABILITY

AND CASH FLOW ARE

EVERYTHING.

OUR SERVICES SCALE
AS YOUR BUSINESS
GROWS.

Our services are tailored with the highly-driven entrepreneur in mind. Whether your business is booming, plateaued or hanging on by a thread- you deserve a financial partner that deeply understands where the gaps and opportunities are right now, and how to guide you to the next level.

Our holistic approach and clients perks roll out the red carpet no matter the tier you’re in. We’ll be the experts so you don’t have to be.

YOUNG AND CO
SERVICE OFFERINGS

Gone are the days of piecemealed, a-la-carte services that lack cohesion and strategy. With over 120 years of combined experience in small business accounting, tax, and finance, our team takes your finances from…

Messy to

organized

CLARITY
TIER

Starts at $200 p/mo for tax preparation or
$1,000 p/mo for tax & books support
Business owners in the Clarity Tier generally have smaller, low-to-mid 6-figure businesses, and are ready for a higher-level service. With new growth in action, clients in this tier get the support they need to clean up their financials and submit their tax returns with confidence.

Services included:

  • Business and personal
    tax preparation
  • Monthly bookkeeping
  • Basic financial reporting
  • Support from your dedicated bookkeeper and tax accountant

PARTNER
TIER

Starts at $500 p/mo for tax strategy or
$1,500 p/mo for accounting & tax support

Business owners in the Partner Tier have mid-six figure or seven figure businesses. They are focused on maximizing profitability as their business grows and need a more proactive, forward-thinking approach to their financial and tax strategy.

Services included:

• Business & personal tax preparation
• 1:1 tax planning & strategy support with your experienced CPA
• Quarterly tax estimates
• Monthly accounting
• Enhanced financial reporting
• 1:1 financial reviews with your dedicated senior accountant
• Email & office hours support

reactive to

proactive

reactive to

proactive

PARTNER
TIER

Starts at $500 p/mo for tax strategy or
$1,500 p/mo for accounting & tax support

Business owners in the Partner Tier have six mid-figure to seven figure businesses. They are focused on maximizing profitability as their business grows and need a more proactive, forward-thinking approach to their financial
and tax strategy.

Services incuded

  • Business & personal tax preparation
  • 1:1 tax planning & strategy support with your experienced CPA
  • Quarterly tax estimates
  • 1:1 financial reviews with your dedicated senior accountant
  • 1:1 Monthly accounting
  • Enhanced financial reporting
  • Email & office hours support

profitable to

wealth-creating

IMPACT
TIER

Starts at $3,000 p/mo for CFO Lite or
$5,000 p/mo for VIP CFO services
The Impact Tier is our all-hands on deck, high-touch point Virtual CFO service. Our seven to eight figure business owner clients are focused on optimizing cash flow, increasing business value, building teams, and investing to build their personal wealth.

Services included:

Tax team
• Tax prep • Quarterly tax reviews & estimate
• Tax strategy 1:1s

Accounting team
• Bookkeeping & accounting adjustments
• Monthly financial review 1:1s

CFO team
• Financial forecasting • Cash flow forecasting & management
• Customized goal-setting • CFO strategy meeting
• Profit assessment • Benchmarking & improvement plan
• Financial systems optimization • Team incentive plan

Communication
• Unlimited email, dedicated Slack channel, and office hours

The difference between a frustrating partnership and a fruitful one
are in the small, every day details that our team helps you manage.

EACH TIER INCLUDES
FULL ACCESS TO OUR
YOUNG AND CO

client PERKS

ALL YEAR LONG YOU CAN TAKE ADVANTAGE OF:

WEBINARS
WITH OUR CEO, CFOs, AND OUR NETWORK OF EXPERTS ON BUSINESS AND MONEY TOPICS.

ASK THE ACCOUNTANT
CALLS WITH THE TEAM

A RESOURCE LIBRARY
WITH TEMPLATES
AND TUTORIALS
DIRECTORY OF
PREFERRED
BUSINESS PARTNERS
DISCOUNTS ON
ACCOUNTING AND PAYROLL SOFTWARE

EACH TIER INCLUDES
FULL ACCESS TO OUR
YOUNG AND CO

client PERKS

ALL YEAR LONG YOU CAN TAKE ADVANTAGE OF:

WEBINARS
WITH OUR CEO, CFOs, AND OUR NETWORK OF EXPERTS ON BUSINESS
AND MONEY TOPICS.

ASK THE ACCOUNTANT
CALLS WITH THE TEAM

A RESOURCE LIBRARY
WITH TEMPLATES
AND TUTORIALS

DIRECTORY OF
PREFERRED
BUSINESS PARTNERS

DISCOUNTS ON
ACCOUNTING AND PAYROLL SOFTWARE

HERE’S HOW THE
YOUNG AND CO PROCESS WORKS:

1.

Fill Out Our Financial
Assessment Questionnaire

Fill out our Financial Assessment Questionnaire by clicking “I’m Ready For A Plan!” We’ll gather high-level information on your business and financial situation and you’ll upload financial reports or tax returns for our team to review.
2.

Schedule Your Financial
Review Call

We’ll send you a link to schedule your financial review call, where we’ll identify your current business and financial pain points, discuss your goals and next steps to increased profitability, and clarify what support would suit your business best.

1.

Fill Out Our Financial
Assessment Questionnaire

Fill out our Financial Assessment Questionnaire by clicking “I’m Ready For A Plan!” We’ll gather high-level information on your business and financial situation and you’ll upload financial reports or tax returns for our team to review.
2.

Schedule Your Financial
Review Call

We’ll send you a link to schedule your financial review call, where we’ll identify your current business and financial pain points, discuss your goals and next steps to increased profitability, and clarify what support would suit your business best.

3.

RecEIve Your Proposal

If we decide that working with our team is your best next step, you’ll receive a custom proposal for CFO, accounting, and/or tax services. One you sign your proposal, you’ll get access to our secure
client portal.

4.

Onboarding!

Hooray! It’s time to make it official. But first things first. You’ll upload all requested documents into your client portal and give our team access to your financial systems. From there, we’ll schedule your onboarding meeting with your Accounting or Tax Manager.
3.

RecEIve Your Proposal

If we decide that working with our team is your best next step, you’ll receive a custom proposal for CFO, accounting, and/or tax services. One you sign your proposal, you’ll get access to our secure client portal.
4.

Onboarding!

Hooray! It’s time to make it official. But first things first. You’ll upload all requested documents into your client portal and give our team access to your financial systems. From there, we’ll schedule your onboarding meeting with your Accounting or Tax Manager.
  • I’m ready for a plan!
  • I’m ready for a plan!
  • I’m ready for a plan!
  • I’m ready for a plan!
  • I’m ready for a plan!
  • I’m ready for a plan!
  • I’m ready for a plan!
  • I’m ready for a plan!
  • I’m ready for a plan!
  • I’m ready for a plan!
  • I’m ready for a plan!
  • I’m ready for a plan!
  • I’m ready for a plan!
  • I’m ready for a plan!
I’m ready for a plan!