THE CO-PILOT YOU CAN TRUST
Is there enough in the bank — not just for this month’s bills, but the ones you haven’t seen coming yet? Should you hire? Can you afford that equipment? Half the worries keeping you up at night aren’t real problems. They unnecessarily fill the space where answers should be.
That’s not a discipline problem. It’s a visibility problem.
Tier 5 keeps the back office together — books, tax, payroll, cash — so you always know how much you have, how much you should have, and which worries are worth losing sleep over. You make the decisions. We make sure you never make them blind.
YOUR CO-PILOT
Mary Mayville Mooney, CPA
FOUNDER · 30+ YEARS
30+
years advising small business owners
1
relationship for books, tax, payroll & growth
12
review meetings a year, never a surprise
“The best kept secret in town”
Sal, P (Columbus, OH)
CLIENT, SERVICE BUSINESS
A CPA FOR SMALL BUSINESS, WITH ONE TRUSTED RELATIONSHIP
02 — WHO WE SERVE
Who we serve
You built something real — and you’re good at what you do. But nobody taught you the back office. Bookkeeping, tax, payroll, cash flow: it piles up, and every hour you spend wrestling it is an hour not spent building your business.
Tier 5 was built for you.
Specifically, we serve small business owners in the ecommerce and service industries — owners who are adept with technology, comfortable working remotely, and who have historically been overcharged and underserved by the accounting world.
01
A back office that finally works as designed — books, tax, payroll, and cash, kept together and kept current.
02
One trusted relationship instead of three vendors who never talk to each other.
03
A monthly sit-down to review where you actually are — and to plan where you’re going next.
04
An advisor who tells you which worries are real and which can wait until morning.
You don’t have to be a certain size to deserve that. You just have to be ready to stop solving it all alone.
30
YEARS
YOUR CORNER
ECOMMERCE · SERVICE
ONE TRUSTED RELATIONSHIP
1
RELATIONSHIP, NOT THREE VENDORS
12
REVIEW MEETINGS A YEAR
03 — YOUR ROADMAP TO PROFITABILITY
And once the back office is working as designed, something better happens.
You need a partner who knows the terrain.
STOP 1
Foundation
We clean up the books and handle the taxes so you build on solid ground.
STOP 2
Insight
We analyze where your money is actually going — not just where it went.
STOP 3
Strategy
We map your next big move: hiring, growth plans, securing loans.
RESULT
Expansion
Profit — with a back office that keeps working as you scale.
COMPLIANCE → CASH FLOW → GROWTH → PROFIT
04 — SERVICES
Tier 5. The Co-Pilot you can trust.
Never a list of tasks — a co-pilot who keeps them working together, then helps you scale.
01 · THE BACK OFFICE
Books kept together and current
Monthly accounting for small business — bookkeeping, close, and reconciliations that give our conversations a reliable starting point.
02 · TAX
Plans ahead, not just prepares
Preparation, strategy, sales tax, payroll. Handled quietly, all year long.
03 · CASH
Know what you actually have
Cash flow forecasting and KPI tracking — so the guesswork leaves the building.
04 · SCALE
Strategy for every step of growth
Growth planning, operational efficiencies, ERP, M&A. Once the back office works, we look forward.
Once the back office works as designed, Tier 5 becomes the advisor who helps you scale.
05 — SIMPLE PLANS. NO HOURLY BILLS.
Pricing built for where you actually are.
We don’t charge for phone calls or emails. Choose the level of support you need.
THE ESSENTIALS
From $199/mo
For owners who need accurate books and tax compliance without the strategic deep-dive.
Monthly bookkeeping & reconciliations
Annual business tax preparation
Sales tax filing reminders
Quarterly tax estimates
Unlimited email support
THE GROWTH PARTNER
From $499/mo
For owners ready to scale — everything in Essentials, plus a dedicated advisory relationship.
Everything in Essentials
Monthly strategy & KPI review
Cash flow forecasting (12-month view)
Strategic Roadmap board
Proactive profit planning
Not sure where to start?
You don’t need to have it all figured out. Let’s look at where you are and see if we’re a fit.