How an Engagement with Accountack Works
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An engagement with Accountack starts with a short discovery call with an advisor about your revenue, structure, and how you pay yourself. If a technical review is worth both sides’ time, you upload two years of returns and a current profit-and-loss, and Mena Hemaia walks your structure in a focused workshop. Only after that is an engagement discussed.
1. The discovery call — with an Accountack advisor
A 20-minute qualification call about your revenue, structure, how you pay yourself, whether a retirement plan exists, real estate, bookkeeping confidence, asset exposure, and where you want the business in five years. Its purpose is to decide whether a technical workshop with Mena is worth your time and his.
2. The documents
Before any technical review, you upload the last two years of business and personal returns, the current-year profit-and-loss, a payroll summary, and current-year W-2s and 1099s to the client portal, at least 24 hours before the workshop. Without them, the workshop is rescheduled.
3. The technical workshop — with Mena
Twenty minutes, prepared in advance from your documents: structural mapping of your entities, where tax is leaking, where the structure leaves you exposed, and whether there is a material opportunity. If there is meaningful optimisation, he will outline it. If there is not, he will tell you directly.
4. If you engage — the planning year
A Vision & Discovery meeting within days of signing; a written prior-year compliance review; a CFO cash-positioning brief; an asset-protection review; a written two-track tax plan; a progress review; quarterly check-ins and a year-end true-up; the returns prepared by the same team that built the plan; and a closing reconciliation.
What about fees?
Fees are quoted before you sign and are not contingent on the discovery call. The advisor walks through the engagement and its fee on the call, so you decide with the number in front of you. The engagement runs in the client portal at client.accountack.com.
The engagement terms
Activation fee, by prior-year net profit
Measured before owner compensation and distributions, per the most recent filed return.
| Prior-year net profit | Activation fee | Guaranteed 500% return |
|---|---|---|
| Up to $100,000 | $1,500 | $7,500 |
| $100,000 – $300,000 | $2,500 | $12,500 |
| $300,000 – $600,000 | $3,500 | $17,500 |
| $600,000 – $1,500,000 | $4,500 | $22,500 |
| Above $1,500,000 | $5,500 | $27,500 |
The 500% Return Guarantee
The engagement returns at least 500% of the activation fee in realized tax savings, or the activation fee is refunded.
- Savings are measured against the no-planning baseline at the closing reconciliation.
- The client implemented the approved strategies and provided requested documents on time.
- The refund is the activation fee, not consequential amounts.
The 7-day refund
Full activation-fee refund within 7 days of signing, no questions asked. The window closes before the Compliance Review Memo is delivered.
The 20% cost cap
Total engagement cost will not exceed 20% of quantified tax benefits. Fees are fixed and known in advance; the cap is a client protection, not a percentage or contingency fee. Any excess above the cap is credited at the closing reconciliation.
Typical results
In our experience with similar businesses, first-year results usually reach approximately a 600% return on total cost paid, all-in, including government fees and engineering studies where required.
Typical results are not a guarantee; only the 500% floor is guaranteed.
What you receive
- Portal access and a Vision Meeting within 5 days of signing
- A written Prior-Year Compliance Review Memo in month 1
- A full Financial Review and Cash Positioning Brief in weeks 3–6
- An Asset Protection Review in weeks 3–7
- A written Two-Track Tax Plan and Roadmap by day 60
- A 45-Day Progress Report around day 105
- Quarterly check-ins and a Year-End Action List
- Prepared and filed returns
- A Benefit and Cost Reconciliation Statement at the closing meeting
What this is not
- Not a one-time trick, and not a promise of a specific number.
- Not a replacement for bookkeeping if the books are not being kept — a plan built on unreliable numbers is not a plan. The firm cleans up books as part of onboarding.
- Not the right fit for a business below the revenue level where the fee would usually exceed the benefit. The firm’s own process routes smaller businesses to bookkeeping and cash-flow setup first.
Mena Hemaia, CPA, CIA
Chief Executive Officer, Accountack — West Palm Beach, Florida
If you want to know which of these apply to your business specifically, that is a conversation about your actual numbers — not a seminar example.
Or start with the Free Cash Clarity Audit — A no-cost review of where your business stands and what a planning engagement would target — the firm's own named starting point.
20 minutes with an Accountack advisor. If a technical review is worth your time, the next step is a workshop with Mena — and if there is nothing material to do, he will say so.