For Business Owners & Tax Professionals
Build Lean. Run Compliant. Grow Smart.
Whether you’re launching your first business or your first solo tax practice, MBA helps you find the lowest-cost tools that actually work — set up correctly from day one.
The MBA Approach
“You don’t need expensive software to run a professional, compliant business. You need the right tools, set up the right way.”
As a tax professional myself, I know exactly what it costs to look professional, stay organized, and remain compliant — and it’s not as much as most people think. MBA’s business setup services are built around free and low-cost tools that I use and trust. We skip the bloat and build what actually moves your business forward.
How It Works
From intake to fully operational
MBA handles the setup. You focus on your clients.
Find Your Package
Built for where you are right now
Going independent as a tax preparer is a big move. You already know the IRS rules — now let’s build the business infrastructure behind your practice so your clients see you as the professional you are from day one. Your office system itself is the Automation Advantage, our automated CRM; these packages get your brand and business basics ready to run on it.
First Season Starter
Everything a solo preparer needs to look established and stay organized
$199
One-time setup
- Business email with branded domain
- Branded email signature
- Discovery call and custom setup plan
- Built to pair with the Automation Advantage, our automated CRM
- 30-min walkthrough
Pro Practice Bundle
Starter setup plus booking, payments, and social launch
$306
One-time setup (saves $30)
- Everything in First Season Starter
- Self-scheduling booking page
- Branded payment link (Square or Stripe)
- 3 branded social media launch posts
- 60-min extended walkthrough
Established Practice
For preparers who’ve been operating and are ready to run their office on one system
Custom
Quoted after discovery call
- Audit & cleanup of existing tools
- Migration onto the Automation Advantage
- Preparer onboarding and team training
- Compliance review of digital processes
Your CRM, intake, portals, and automations live in one place: the Automation Advantage. Run the free demo and watch a test client move through the whole system.
Starting a business doesn’t have to mean spending thousands on tools you’ll outgrow. MBA builds lean, professional systems for new business owners in any industry — the same way we’d set up our own.
Business Launchpad
Your foundation — everything you need to open your doors professionally
$199
One-time setup
- Business email with branded domain
- Client or lead tracking system
- Inquiry or intake form
- 2 automations: confirmation + follow-up
- Branded email signature
- 30-min walkthrough
Growth Starter Bundle
Full launchpad plus booking, payments, and a social presence to attract clients
$306
One-time setup (saves $30)
- Everything in Business Launchpad
- Self-scheduling booking page
- Branded payment link setup
- 3 branded social launch posts
- 60-min extended walkthrough
Full Infrastructure
For businesses that need a complete operational backbone built from scratch
Custom
Quoted after discovery call
- Website or landing page
- Full CRM + pipeline setup
- Advanced automation workflows
- Invoicing & billing system
- Ongoing monthly support available
One-time setup gets you started. Monthly support keeps you running efficiently as your business grows. MBA offers ongoing maintenance so your systems stay clean, current, and working for you — not against you.
CRM Maintenance
Keep your client pipeline clean and your automations running
$49
Per month
- Monthly CRM cleanup & organization
- Add or update automations as needed
- Form updates and intake revisions
- Email or chat support
Business Operations Support
Ongoing admin, system management, and operational backup
$149
Per month
- Everything in CRM Maintenance
- Calendar & inbox management support
- Client communication drafting
- Monthly strategy check-in call
- Priority turnaround on all requests
Full Virtual Admin
MBA acts as your back-office — so you only focus on serving clients
Custom
Quoted based on scope
- Everything in Operations Support
- Proposal & document preparation
- Invoicing & follow-up management
- Social content scheduling
- Dedicated availability window
What it actually costs to run a professional business
These are the exact tools MBA recommends and uses. Most are free — a few have low monthly costs depending on the plan you choose. You don’t need a $500/month all-in-one platform — you need the right tools, set up correctly.
