SPARTAN PORTAL

The Spartan Advantage

A new standard in
professional services.

Not a service package. A philosophy. A commitment. A different kind of firm.

Become a Member

The Philosophy

Professional firms have always claimed to be built on relationships. But when you look at what they actually monetize — it is outputs. Billable hours. Deliverables. The relationship is the pitch. The invoice tells the real story. The Spartan Advantage exists because true partnership and hourly billing cannot coexist.
Brentley Leitzell, CPA — Founder

What It Means in Practice

Three things that change everything.

01

You Are a Member, Not a Client

The word “client” implies a transaction. “Member” implies a relationship. That distinction changes how we work, how we communicate, and how deeply invested we are in your success. Your financial goals become our financial goals.

02

Outputs Are the Byproduct

At most firms, the tax return is the product. Here, it is simply what comes out of a great relationship. We focus on strategy, planning, and partnership year-round — and the deliverables follow naturally from that work.

03

100 Members. Not One More.

Membership is intentionally capped at 100. Not for exclusivity’s sake, but because real partnership requires real availability. When you are one of 100, you get a CPA who knows your situation deeply and shows up every time.

THE DIFFERENCE

Traditional CPA vs. The Spartan Advantage

The Old Way

Traditional CPA firm

  • Hourly billing — every call, every question, every minute
  • Unpredictable invoices with no clear monthly cost
  • Reactive — shows up at tax season, disappears afterward
  • Every question feels like it costs money
  • You are a return, not a relationship
  • No strategic input until it’s too late to act

A better way forward

The Spartan Advantage

  • Fixed monthly membership — one cost, zero surprises
  • Predictable, transparent pricing every month
  • Year-round partnership — present every month, not just April
  • Call anytime — your questions are always included
  • You are a member — a partner with a shared stake in success
  • Proactive strategy before decisions are made, not after

Membership Tiers

Find the right level of partnership.

Essential

A trusted CPA in your corner.

The foundation of a real CPA relationship. Compliance handled, questions answered, and a CPA who checks in — not just at tax time.

  • Business tax return preparation
  • Quarterly 30-minute check-in calls
  • Email access — questions always welcome
  • Annual tax organizer & deadline reminders

Platinum

Your tax strategist. Your business partner.

For small business owners who want more than a tax preparer. A CPA actively embedded in your business — proactive, strategic, and in your corner all year.

Everything in Essential, plus

  • Quarterly deep strategy sessions — real agenda, real data
  • Quarterly estimated tax calculations
  • IRS account monitoring — proactive notice management
  • On-demand access — priority response when it matters
  • Proactive outreach when tax law changes affect you
  • Owner compensation strategy — salary, distributions, and entity structure
  • Retirement planning — SEP-IRA, Solo 401(k), and defined benefit options
  • Exit strategy & business succession planning

Premier

A CFO-level partner fully invested in your success.

For businesses that need an outsourced CFO without the full-time hire. Monthly financial leadership, real-time involvement, and unlimited access to your CPA.

Everything in Platinum, plus

  • Monthly financial review meetings
  • Budget vs. actual analysis — track performance against your plan
  • Cash flow forecasting — see around corners
  • KPI tracking & custom financial reporting
  • Real-time involvement in major financial decisions
  • Vendor & financing conversation support
  • Unlimited on-demand access — same-day response
  • Unlimited IRS & State notice handling
  • Multi-entity & high-complexity support

All memberships require a 12-month minimum commitment and renew annually thereafter.

Side by Side

Compare membership tiers.

Feature

Essential

Platinum

Premier

Business tax return preparation

Email access

Annual tax organizer & reminders

Check-in / strategy sessions

Quarterly (30 min)

Quarterly (deep strategy)

Monthly + Quarterly

Quarterly estimated tax calculations

Proactive tax law outreach

IRS account monitoring

IRS & State notice response

Proactive management

Unlimited

On-demand CPA access

Priority response

Same-day, unlimited

Exit strategy & succession planning

Retirement planning

Owner compensation strategy

Monthly financial review meetings

Cash flow forecasting

Budget vs. actual analysis

KPI tracking & custom reporting

Multi-entity & high-complexity support

Available Add-Ons

Customize your membership.

The following services are available as add-ons to any membership tier, priced based on scope and complexity.

Personal Tax Return

Individual 1040 preparation for you and your household. Included in Premier — available as an add-on for Essential and Platinum members.

Tax Resolution & Representation

Full IRS and state representation — back taxes, payment plans, audit defense. Available beyond the included notice response.

Bookkeeping

Monthly bookkeeping tailored to your transaction volume — clean books, current records, and tax-ready financials year-round.

Payroll Services

Full-service payroll administration for your business and employees — handled with the same precision we bring to everything else.

International Tax

Cross-border compliance — FBAR, CFCs, GILTI, foreign tax credits, and more. Available for qualifying members.

Strategic Business Consulting

Growth planning, acquisition analysis, and financial decision support — going beyond tax into the broader health of your business.

Ready to Join?

Membership is limited to 100 members.

We keep it small intentionally. If you are ready for a real financial partner, we would love to have you.

Become a Member