First Mile Partner

Day 90 doesn't have to be goodbye.

The engagement leaves you with a business that works and a roadmap for what's next. Partner is for owners who'd rather spend their time serving customers than learning marketing, financial analysis, and tax.

First Mile Partner

Strategy, marketing, and tax — handled, month after month.

$1,000 / month
Three-month initial term, then month-to-month

Strategy & numbers

  • Monthly financial review
  • KPI dashboard kept current
  • Pricing and margin checks
  • Quarterly planning session
  • Hiring and expansion decisions
  • On-call advisory, two-day response

Growth & marketing

  • Paid search managed
  • Google Business Profile managed
  • Reviews and retention
  • Website updates
  • Social and content production
  • Monthly performance report

Tax

  • Year-round tax planning
  • Quarterly estimates
  • Owner pay and entity review
  • Retirement contributions
  • Business return prepared
  • Personal return prepared

One price, everything included. Ad spend is paid by you directly to Google, Meta, etc. and never runs through our fee.

Talk it through

What you're actually buying

Marketing that keeps working

Ads don't run themselves. Reviews don't collect themselves. Someone has to watch the numbers every week and adjust — otherwise the machine we built in ninety days quietly stops working in six months.

Numbers you understand

A dashboard nobody reviews is a spreadsheet. Every month we walk through what the business actually did, what it means, and what to change — so you're making decisions from evidence instead of instinct.

Taxes handled, not dreaded

Tax is a service we provide, not a referral we make. We plan throughout the year — not just at filing time — and then prepare and file your business and personal returns ourselves.

Business strategy and tax strategy, combined.

Most CPAs take your year-end numbers and plug them into forms. With First Mile Partner, we already understand your business and your life. We do proactive tax planning throughout the year to help you legally minimize what you owe — and then file your business and personal returns.

Enrolled Agent

Federally licensed by the IRS to advise on tax, prepare returns, and represent you before the IRS — the same representation rights as a CPA.

Questions people ask

Why is there a three-month minimum?

Because paid search can't be honestly judged in thirty days. A month isn't long enough for the data to mean anything, and cancelling early would leave you concluding that marketing doesn't work when the truth is it never got a fair test. Three months is the shortest window where the numbers tell you something real. After that, it's month-to-month — no annual lock, ever.

Do I have to sign up for Partner?

No. Everything built during the engagement is yours at day 90 — the accounts, the dashboard, the roadmap, all of it. If you'd rather take it from there yourself, we'll walk you through a documented handoff and wish you well. Partner exists for the owners who'd rather keep their attention on providing the best service for their customers, instead of learning marketing, financial analysis, and tax.

Is ad spend included in the fee?

No. Ad spend is paid by you directly to Google, Meta, etc., and it never runs through our fee — so you always see exactly what you're paying for media versus what you're paying for management. We'll recommend a budget and manage against it.

Do I have to start First Mile Partner immediately after the 90-day engagement?

No. You can start by keeping a hand on the wheel yourself, then decide if your time is better spent elsewhere.

Ninety days in, you'll know.

You'll know what the business needs, and whether you want to run it yourself. Nobody's asking you to decide today.

Book a free intro call