Welcome to the
Growth Partner Program
Valuing Tradition While Embracing the Future
At Schaeffer & Sam, we know that the most impactful businesses start small.
Our standard services begin at $1,500/month — but we know early-stage entrepreneurs often need strategic support long before they reach that level. We want to be part of that journey from day 1.
That’s why we created the Growth Partner Program — Rolling out in 2026, a limited opportunity to receive high-level accounting support at a fraction of the cost, designed to grow as you grow. With decades of experience we can spot long term potential.
Applications for the 2026 Growth Partner Program are due by October 15th.
Selections will be announced on November 1st
Tier 1 Seedling:
“Start Smart”
Foundational Package
Ideal for:
Sole proprietors or brand-new LLCs earning under $50K/year
Includes:
✓30-minute monthly check-in call
✓QuickBooks setup (or review if already started)
✓Chart of accounts specific to their industry
✓Monthly spot at Bookkeeping Breakfast Club
✓Annual tax return (business + 1 personal)
✓Email support (2 business-day response time)
Tier 2 Start Up:
“Build & Grow” Growing Business Support
Ideal for:
Businesses earning between $50K–$150K annually
Includes:
✓Everything in Tier 1, plus:
✓Monthly bookkeeping (up to 50 transactions)
✓Quarterly sales tax filings
✓Quarterly strategy call (cash flow, pricing, tax planning)
✓Payroll outsourcing (1–3 employees)
✓Quarterly profit & loss and balance sheet review
✓Faster response time (1 business day)
Tier 3 Scaling:
“CEO Support” Scaling Strategically
Ideal for:
Entrepreneurs generating $150K+ and preparing to scale
Includes:
✓Everything in Tier 2, plus:
✓Monthly strategy session
✓Monthly bookkeeping (up to 100 transactions)
✓Monthly reporting package
✓Budgeting & forecasting
✓S Corp evaluation and setup (if applicable)
Perfect for those who:
Have a growing business earning under $275K/year
Are committed to strategic growth and financial clarity
Want a long-term partner — not just a tax preparer
Are ready to level up your operations and profitability
*If you require services for the 2025 tax year, we are happy to support you.
Your current pricing will be honored; however, billing will be based on the lesser of the full-year 2026 program rate or our standard hourly rates.
**Clients exceeding $275K in revenue or operating with a larger team or more complex structure will be transitioned to our standard $1,500+/month service plan.