FINANCIAL STEWARDSHIP (FSaaS®)

Business Builder®

Make smart growth decisions, protect what you’ve built, and turn your business into a wealth-building engine.

SCHEDULE A DISCOVERY CALL »

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Who It’s Built For

Owners, creatives, consultants, and founders looking for partners who think with you, not just file for you.

What to Expect

Proactive tax planning, entity, retirement, and cash strategies, and regular check-ins with a financial steward.

Compare Tiers

Starting at $2,500/month

FEATURE BASE
$2,500/mo		 PREMIUM
$5,500/mo		 ELITE
$10,500/mo
Advisory cadence Quarterly Monthly Monthly + firm-led reviews
Balance sheet reconciliations Cash monthly Cash monthly
+ other accounts quarterly		 All accounts
(every month)
Owner 1040 incl Schedule C and/or entity return ✔ ✔ ✔
Light bookkeeping ✔ ✔ ✔
Entity-level tax planning ✔ ✔
Operating framework support ✔
Cash flow planning ✔
RESERVE YOUR ONBOARDING MONTH

Ready to Get Started?

Step 1: Take a 2 minute survey for your Business Builder score snapshot!

Step 2: Your score will be emailed to an associate and they will get back to you with your score.

Get Your Business Builder Score!

  • “What your services offer is what the company needs.”

    -Greg, Owner, Manufacturer (Aerospace)

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  • “Nick Bilotta and his team are exceptional to work with! … a collaborative, educational, and even fun learning adventure.”

    Sarah, CHRO, Law Firm

  • “Exceptional executive‑level finance support during a critical period…stability through a challenging set of circumstances.”

    Jamie, CEO, Assisted Living

  • “Nick and his team were EXCEPTIONAL in providing education, recommendations and a thorough analysis of our financial picture.”

    Mary, Owner, Oregon For-Profit Beauty School