TFD Advisory Beta Offers

Your Back Office. Done Right.

You didn’t start your business to do paperwork, chase receipts, or duct-tape digital tools together.

TFD Advisory offers a simple, bundled approach to managing your tax compliance, financial systems, and digital presence—so you can focus on what actually grows your business.

Which Stage of Growth Are You In?

We’ve created three core offers based on what professionals like you actually need. Everything is done-for-you. No confusing software setups, no back-and-forth with multiple vendors, no guesswork.

Essentials Builder

$499/mo

Built for new or solo professionals who need a clean, compliant foundation.

Perfect if you're starting out, unsure what to prioritize, or tired of trying to piece everything together from scratch.

Includes:

  • Personal and Corporate Tax Filing

  • Bookkeeping Setup + 3-Month Catch-up

  • Google Business Profile Claim & Optimization

  • Done-for-you Landing Page Website

  • Review Automation Tool

  • One Strategy Call (Tax or Digital Focus)

  • CRM Setup (Go High Level)

  • Bonus: Referral Email Template

Subject to package Terms & Conditions

Practice Growth Bundle

$699/mo

For small practices ready to be visible, efficient, and in control.

You’re not new anymore—but you’re doing too much. We’ll implement systems that create consistency, drive traffic, and help you make sense of your numbers.

Includes everything in Essentials, plus:

  • Full Bookkeeping Setup + Q1 Financial Reports

  • Directory Clean-Up for Your Google Profile

  • One-Page Website with Blog

  • Review Collection Tools (Payment process management) + Monthly Testimonial Automation

  • Two Strategy Calls (Tax + Digital)

  • 3-Email Client Nurture Funnel

  • Digital Performance Report

  • Priority Support

Subject to package Terms & Conditions

Silent Partner

$999/mo

We operate in the background, making sure your compliance, reporting, and digital engagement are consistent, optimized, and driving ROI.

Includes everything in the Growth Bundle, plus:

  • Ongoing Bookkeeping Support

  • Google Reviews + Campaign Management

  • Full Website Build or Redesign

  • Advanced Review + Email Automation

  • Two Strategy Calls + Beta Exit Planning

  • Financial Dashboard Reporting

  • Dedicated Account Manager

  • Priority Access + Strategy Sessions

Subject to package Terms & Conditions

What Makes TFD Advisory Different?

  • One Invoice. One Strategy. One Support Team.

    You get a tax advisor, bookkeeper, CRM integrator, and digital strategist — all in one place.

  • Outcomes, Not Tasks.

    We're not here to just check boxes. We're here to help you make better decisions and grow more profitably.

  • Real Systems. Real Simplicity.

    From monthly dashboards to email nurture campaigns, we build systems that keep your business moving forward — even when you're offline.

Don't worry, we can help!

Cost Comparison

Hiring individual service providers for tax, bookkeeping, CRM setup, email funnels, websites, and reporting? That will easily run you $1,500–$2,000/month or more — plus your time managing it all.

With TFD, you get it done in one place, for a fraction of the cost.

Not sure which offer fits your business?

Book a Free Discovery Call

Let’s talk. We’ll walk you through where you are, what’s holding you back, and which offer can help you grow faster — with less chaos.