The SMB Tax Blueprint
The most efficient, comprehensive tax advisory package for business owners profiting over $300k per year.
A ten step planning process that saves you at least $10K every time.
Ideal company size: 300K+ profit per year
We are your Financial Partner in Each Stage of your Journey
The one thing most CPA firms get wrong? Cookie-cutter services that ignore where you are in your entrepreneurial journey.
That's why we built the Edler Zain Service Suite. We cover 9 distinct lifecycle needs of small business ownership that require unique, customized care from friendly experts you can trust.
Explore our packages below and embark on your journey with clarity, confidence, and conviction.
PS: All our packages come with a happiness guarantee, 24/7 text & email access, and strict deliverable timelines.
Getting Setup
Cash Flow Survival Guide
Entrepreneurship lives and dies on cash flow.
If you've been in a cash flow crisis, you know the pain.
If you haven't, this is your queue to prepare for one!
Ideal company size: $1M+ revenue
The Scalable Growth Setup
This effective, one-time advisory setup package helps you ensure that your growth plan turns into abundant cash flows, not vanity revenue.
We help you prepare a comprehensive budget, cash flow forecast, revenue growth strategy, and hiring plan. All in less than 30 days.
Ideal company size: $1 - $5 million revenue
Scaling Up
EZ Books Tax Package
Our leanest, meanest tax and bookkeeping package for business owners.
Get everything you need and nothing you don't. Priced to win.
For companies from: $0-1 million revenue
The Builders Package
The comprehensive done-for-you bookkeeping & tax service that includes advanced financial management tools/
Ideal companies: $1-$5 million revenue
The Atlas Program
You've hit scale. It's beautiful. But it's hard!
Your current outsourced bookkeeper isn't cutting it. But you don't know how to hire or manage a CFO!
We hire + install your own offshore accountant AND give them access to our expert staff for support, tools, and tactics.
Ideal Company Size: $5 million+ revenue
Mergers & Acquisitions
Buyside CFO Program
Buying a business. It takes a village.
Before you get to the final stage you will build a thesis, look at hundreds of deals, financial models, investor and bank proposals, and LOIs.
Now, you can do the whole thing with us!
Pss.. We've helped over 100 buyers acquire SMBs.
Ideal deal size: $1M - $20M Enterprise Value
Quality of Earnings + Tax Structuring
Deals live and die in the QofE.
We've formulated a 5 module, hyper-focused QofE process that gives you surgically deep insights without blowing up your deal.
Get the RIGHT deal to the finish line with our Quality of Earnings Support.
Oh, and save a few hundred grand in taxes while you're at it.
Ideal deal size: $1M - $20M Enterprise Value
The Legacy Exit Planning CFO Package
You've worked decades to get here.
Let's finish it off right.
Selling a business takes years of preparation, so what are you waiting for?
We built a comprehensive, sophisticated M&A prep plan that impresses buyers, enhances your valuation, and protects you from blown up deals.
Put a stamp on that beautiful legacy the right way.
Ideal deal size: $1M - $20M Enterprise Value
Why Edler Zain?
The Edler Zain team is built on speed, expertise, and entrepreneurship.
We've stocked a team of CPA's, Tax Attorneys, CFAs, and entrepreneurs to support you.
Some of the industries we've worked in:
Professional Services
Construction
Home Services
Manufacturing
Retailers
Distribution
Healthcare
Software
