Aligned Coaching with THECEOcoach.
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Avg rating 4.8 makes us world best agency
Trusted By Leading Brands In Accounting Excellence
About Us
Enjoy Personalized Coaching Services With Expert Care
At THECEOcoach, we pride ourselves on delivering professional coaching while building long-term relationships with our clients. With years of experience, we focus on providing personalized coaching tailored to your financial goals.
Biz Breakthrough to Scale up
Breakthrought to the Mighty Mid Market
Enterprise Level MasterMind
Expert Tax And Accounting Services For Your Success.
Breakthrough to Scalle Up
We ensure accurate tax filings, maximizing deductions and minimizing liabilities for a stress-free tax season.
Breakthrought to the Might Mid MArket
Our services keep your finances organized, tracking expenses and generating key financial statements.
Enterprize level MasterMind
Strategic advice to help reduce your tax burden and optimize savings for your personal or business needs.
Meet Your Expert Coach
Joshua Small
Founder
4k+
Google Reviews
6 Years
Average CPA Experience
$50M+
Tax Return Filed
See What Our Customers Have to Say
“Evergreen Financial Partners has been a game-changer for our financial management.”
They went above and beyond. From the start, their expertise, attention to detail, and dedication to providing top-notch service were evident. Their thorough financial reports gave us the clarity we needed to make informed decisions.
Mark Matthews
Finance Manager at ScaleUp
Contact Us For Financial Solutions Now.
"From Monday to Friday, our team is here to provide personalized treatment and steady support to help you recover and reach your wellness goals."
Cost Effective Solutions For Expert Accounting Services.
Enjoy Full Price Transparency, Ensuring You're Always Informed About Your Expenses.
Basic PLAN
$147/m
Access to tax management tools
Monthly financial overview
Annual tax filing support
Priority email support (within 48 hours)
Basic financial strategy consultation
No contracts - cancel anytime
PRO PLAN
$297/m
All features from Basic Plan included.
Quarterly financial reports
Tax-saving advice and consultation
Dedicated account manager
Faster email support (within 24 hours)
No contracts - cancel anytime
PREMIUM PLAN
$497/m
All features from Pro Plan included.
Weekly financial updates
Comprehensive tax planning and strategy
Unlimited phone support
Personalized growth strategy
No contracts - cancel anytime
Frequently Asked Questions
Explore Our Common Queries and Solutions
What services are included in the Basic Plan?
The Basic Plan offers access to our online tax portal, monthly financial statements, annual tax filing assistance, email support, and basic case analysis and strategy.
How often will I receive financial reports with the Pro Plan?
With the Pro Plan, you will receive quarterly financial reports along with all the features of the Basic Plan, tax-saving advice, and a dedicated account manager.
What additional support does the Premium Plan offer?
The Premium Plan includes weekly financial updates, comprehensive tax planning, unlimited phone support, and personalized business growth strategy, along with all features from the Pro Plan.
How do I contact customer support?
You can reach our customer support team via email for prompt responses. The response time varies based on your plan, with Premium customers receiving the fastest support.
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