FOUNDING CLIENT PROGRAM

What It Is

The Founding Client Program is a limited-time opportunity for a select group of healthcare practices to lock in premium bookkeeping and tax services at special founding rates.

This program is designed to establish clear financial systems, consistent compliance, and long-term stability while supporting the launch of Dainichi Bookkeeping & Tax Solutions as a healthcare-focused firm.

Availability:

Only 10 Founding Client spots are available. Once filled, standard pricing and onboarding fees will apply.

Founding Client Bonuses

  • 50% Off Onboarding Fee ($175 value)

  • 50% Off first Clean-Up / Catch-Up service

  • 50% Off Diagnostic Review ($150 value)

  • Pricing locked-in for 24 months (no increases)

  • $75 Off 2026 & 2027 taxes Simple Schedule C Return

Starter Plan FCP: $350-$400/mo

  • Up to 100 transactions

  • Single account

  • Low complexity

  • Bank & credit card reconciliation

  • Quarterly financial report

  • Monthly financial summary

  • Email support (within 48 hours)

Growth Plan FCP: $750-$1000/mo

  • Everything in Starter, plus:

  • Monthly financial statements & cashflow reports

  • Quarterly tax projections & planning

  • Year-end tax prep & filing

  • Priority phone & email support

  • Expense strategy to reduce taxes

  • Tracking royalties, digital sales, & expenses

  • Simple P&L; & categorization

Executive Plan FCP: $1,250-$1750/mo

  • Everything in Growth, plus:

  • CFO-level support (budgeting & forecasting)

  • Monthly strategy call- Payroll (up to 5 employees)

  • Audit protection & IRS correspondence support

  • Tax strategy planning

  • VIP same-day support

Plans are based on transaction volume, account count, and overall complexity. Businesses exceeding Starter-level scope may be upgraded to the Growth Plan.

Founding Client Program – FAQs

Who is the Founding Client Program for?

The Founding Client Program is designed for healthcare practices—including solo providers and small clinics—that want clear bookkeeping, compliant taxes, and reliable financial support from the start. This program is ideal for practices that value organization, consistency, and long-term stability.

How long are founding client rates locked in?

Founding client pricing is locked in for 24 months, with no increases during that period, as long as services remain in good standing.

Do I need to switch accountants immediately?

Not necessarily. During onboarding, we review your current setup and help coordinate a smooth transition. If you’re mid-year or working with another provider, we’ll guide the process to avoid disruption or duplication.

What services are included as a founding client?

Founding clients receive the same premium bookkeeping and tax services offered to all clients, plus exclusive onboarding and pricing benefits. Services are tailored to your practice’s size, structure, and compliance needs.

How do I apply for a founding client spot?

Simply click the button below to get started. You’ll complete a short intake so we can confirm fit and availability before onboarding.

What happens once the founding client spots are filled?

Once all 10 founding client spots are filled, the program closes. New clients will enter under standard pricing and onboarding terms. Founding clients retain their locked-in pricing and benefits for the full term.