Entry
Express tax diagnosis
Initial review to identify obligations, risks, and tax opportunities.
$2,900one-time
Guided questionnaire
Key document review
Executive summary
Initial action plan
Estimated delivery: 3 business days
Ecommerce
Packaged services ready to buy, quote, and convert into CRM clients.
This section simulates how Kabin could sell fixed-scope services with less friction: the client picks a package, shares details, pays or requests a quote, and the CRM receives the opportunity with context.
Backend + CRM ready
Web order → payment/lead → CRM contact → sales task → client file
Popular
Assisted annual filing
Support to prepare information, deductions, and annual filing documentation.
$5,200per tax year
Document checklist
Deduction review
Certificate review
Result report
Estimated delivery: 5 to 7 business days
SMB
Organized company package
Recurring support for accounting, compliance, reporting, and operating follow-up.
$12,500monthly
Monthly accounting
Tax calendar
Management report
Monthly session
Start in 2 business days
Control
Audit and internal control
Focused review of processes, supporting documents, and controls to identify risks and improvements.
$8,900from
Risk map
Document sample
Priority findings
Correction plan
Estimated delivery: 7 business days
Wealth
Wealth and retirement plan
Savings, protection, and retirement roadmap aligned with your personal goals.
$7,500per strategy
Financial profile
Retirement projection
Savings scenarios
Strategy session
Estimated delivery: 5 business days
Business
Essential corporate governance
Initial structure to organize decisions, responsibilities, and agreements among partners.
$9,800from
Corporate assessment
Role matrix
Agreement protocol
Implementation roadmap
Estimated delivery: 8 business days
Accounting and tax services with defined scope
The packages are designed for individuals, independent professionals, entrepreneurs, and SMBs that need to solve specific matters without starting a long process. Each service explains deliverables, estimated timing, and the information reviewed.
From quote request to client file
The flow gathers enough context to understand the case: activity, tax regime, available documents, urgency, and objective. This supports a more precise first conversation and avoids generic proposals.
Diagnosis before promising outcomes
Tax, accounting, and wealth advice requires real data review. These packages work as an organized entry point to identify risks, opportunities, and next steps before committing to a broader strategy.