Realized Savings


our firm was created to help nonprofits and businesses reduce their fixed costs, operate more efficiently and lower their tax burden.  With that in mind, we find an average savings of 175k annually for our clients through “unicorn” programs that are often overlooked or made overly complicated in the open market.

 How YOU Benefit

Saving an average of 35% each month, we provide our clients with amazing support in any state

Attract and retain great employees with preventative healthcare plans that deliver financial benefits as well

AI Powered Tax Planning saves the average client $32,000 every year above what highly qualified CPAs identify

We identify and refund you extra fees erroneously added by your credit card merchant saving about $2,000/mo.


Schedule a Quick and Valuable Conversation with Our Team