The cpazenith Owner Funnel

From a free checklist to a full CPA-grade system.

Five steps. One clear path. Start free, layer in advisor-grade systems, and finish with the right CPA in your corner.

Step 1 · FreeStep 2 · $49Step 3 · $49Step 4 · $149Step 5 · CPA services

Step 1Free download

Business Tax Deduction Checklist

A CPA-curated checklist of 80+ business deductions most owners miss — organized by category so you can sweep it before filing and keep more of what you earn.

80+ commonly missed write-offs
Organized by category (home office, vehicle, travel, more)
Plain-English documentation notes

Download free PDF Preview

No signup required. Informational only — consult your CPA.

Step 2Tripwire offer · $49

Bookkeeping Cleanup & Recovery Guide

The CPA's step-by-step playbook for diagnosing messy books, reconstructing missing history, and restoring a clean, audit-ready ledger — without starting from scratch.

Diagnose & scope any cleanup engagement
Reconstruct missing transactions & reconcile accounts
Fix misclassifications, duplicates, opening balances

Get the Guide — $49 Instant digital download · PDF

Bookkeeping Cleanup & Recovery Guide cover

Step 3Core offer · $49

The Small Business Tax & Profit Playbook

Strategies, deductions, and cash-flow systems for owners who want to keep more of what they earn. Written in the practical, advisor-grade style your CPA would actually hand you.

80+ deductions most owners miss
Quarterly tax & estimated payment playbook
Entity-by-entity profit strategies (LLC, S-Corp)
Cash flow, owner pay & reinvestment frameworks

Get the Playbook — $49 Instant digital download · One-time payment

Best value

Step 4Premium bundle · $149

Tax & Bookkeeping Resource Library

The complete advisor-grade collection — every premium asset an owner needs to run clean books, recover messy ledgers, and lower taxes year after year.