Plan A · Professional Services
Meridian Tax + Books
Boutique CPA firm providing tax planning, tax preparation, and monthly bookkeeping services to Indianapolis-area small businesses with 1-50 employees.
See the full plan →Business plan comparison
Cpa Firm vs Financial Advisor — which business plan wins?
A quick side-by-side of two real, cloneable example business plans on Three Little Birds. Read the trade-offs, compare the numbers, and clone the one that fits how you want to build.
Plan B · Professional Services
Catalyst Wealth Partners
Fee-only financial advisory firm serving mid-career tech professionals in Seattle with personalized investment, tax, and financial planning strategies tailored to equity compensation.
See the full plan →The trade-off
A boutique CPA firm has heavy seasonality (Q1) and thin monthly retainers ($400-$1500). A fee-only financial advisor has smooth AUM-based fees (1% of ~$500K/client) and much higher per-client LTV. CPAs scale on volume; advisors scale on AUM.
| Metric | Meridian Tax + Books | Catalyst Wealth Partners |
|---|---|---|
| Industry | Professional Services | Professional Services |
| Year-1 revenue | $520K | $420K |
| Founder investment | $35K | $45K |
| Monthly profit goal | $8K | $6K |
| Geography | Indianapolis, IN | Seattle, WA |
| Timeframe to launch | 6 months | 6 months |