our Services
IN THE WORLD OF BUSINESS,
optimizing PROFITABILITY
AND CASH FLOW ARE
EVERYTHING.
OUR SERVICES SCALE
AS YOUR BUSINESS
GROWS.
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
Messy to
organized
CLARITY
TIER
$1,000 p/mo for tax & books support
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
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
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
$5,000 p/mo for VIP CFO services
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
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
WITH TEMPLATES
AND TUTORIALS
PREFERRED BUSINESS PARTNERS
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:
Fill Out Our Financial
Assessment Questionnaire
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.
Fill Out Our Financial
Assessment Questionnaire
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.
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.