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Shift Your Paradigm – Membership Services & Agreement

Membership Overview

Shift Your Paradigm offers four membership tiers designed to meet the needs of business owners and entrepreneurs at every stage:

  • Tier 1 – Starter – Ideal for solopreneurs seeking foundational bookkeeping, tax support, and business formation discounts.

  • Tier 2 – Growth – For scaling businesses, includes tax planning, compliance, and enhanced service discounts.

  • Tier 3 – Executive – Designed for high net-worth businesses with comprehensive tax, budgeting, and forecasting services.

  • Tier 4 – Elite – For multi-entity businesses, providing the highest level of priority support, unlimited HR assistance, and all-inclusive service offerings.

Core Services Across Tiers

  • General Ledger Maintenance – Accurate, professional bookkeeping and financial record-keeping.

  • Personal Tax Filing for Owners – From discounted rates to full inclusion, depending on tier.

  • Tax Planning & Compliance – Year-round strategic tax guidance and compliance monitoring.

  • Financial Forecasting & Budgeting – Projections, planning, and budget creation (Executive & Elite tiers).

  • Business Formation – Discounts or full inclusion for new entity setup.

  • Credit Optimization – Enrollment and monthly services for credit improvement and strategic debt management.

  • HR Support – Hourly, discounted, or unlimited depending on tier.

  • Priority Support – Enhanced response time and service (Elite tier).


Membership Dues

We offer 4 levels of membership:

  • Tier 1 – Starter Monthly Price: $795/Annual Cost: $9,540

  • Tier 2 – Growth Monthly Price: $995/Annual Cost: $11,940

  • Tier 3 – Executive Monthly Price: $1,195/Annual Cost: $14,340

  • Tier 4 – Elite Monthly Price: $1,495/Annual Cost: $17,940

Membership Agreement

Payment Terms

You hereby agree that:

  • All Membership sales are final, non-refundable, and nontransferable under all circumstances.

  • You have fully consented to all payments to Shift Your Paradigm Membership, and all charges are valid.

  • You waive all rights to initiate chargebacks, disputes, or claims against payments for any reason, including but not limited to services not delivered, products not received, or claims of fraudulent charges.


Restrictions

The Member agrees not to:

  • Share login information with non-members.

  • Reproduce or share any membership content with non-members.

  • Post inappropriate, inaccurate, or offensive content to membership platforms or social media.

  • Act in competition with Shift Your Paradigm individually or as part of another entity.


Liability

  • The Organization is not liable for any tangible or intangible damages incurred during membership.

  • The Organization cannot guarantee specific results—any outcomes, positive or negative, are due to the Member’s personal choices.


Privacy

  • Member information will not be shared with others without consent.

  • All materials, content, and communications are confidential.

  • Unauthorized reproduction or resale of membership content is prohibited and may result in immediate termination without refund.


Membership Termination

The Organization may terminate membership for:

  • Two consecutive missed payments.

  • Disruptive or uncooperative behavior.

  • Hindering productivity or participation of others.

  • Violation of any terms outlined in this Agreement.

Notice Period:

  • Member must provide 30 days written notice before termination.

  • No refunds will be issued for the current billing cycle.

  • Membership benefits end at the conclusion of the notice period.

Termination Procedure:

  • Written notice submitted to the Organization.

  • Confirmation of termination date provided by the Organization.


Acknowledgment

By enrolling:

  • You acknowledge the risks involved in any business endeavor, including the possibility of capital loss.

  • There is no guarantee of earnings.

  • You agree to complete all payments in a timely manner regardless of participation or results.

Tier 1 – Starter

Monthly Price: $795

Annual Cost: $9,540

Estimated Annual Savings: $5K – $10K

Ideal For: Small Solopreneurs

Services:

  • General Ledger Maintenance – Accurate bookkeeping and ledger updates for smooth financial tracking.

  • Personal Tax Filing for Owner(s) – Available at cost.

  • Business Formation – 20% off standard formation service (Premium service valued at $2,500).

  • Credit Optimization – $99 enrollment + $299/month for credit improvement and strategic debt management.

  • HR Support – $100/hour on-demand HR advisory.

Please note that all services are designed to help you build your fundability and enhance your financial prospects. Our dedicated team is committed to providing you with the knowledge and support necessary to achieve your credit goals.

Subscription
$795

Tier 2 – Growth

Monthly Price: $995

Annual Cost: $11,940

Estimated Annual Savings: $6K – $10K

Ideal For: Scaling Businesses

Services:

  • General Ledger Maintenance – Full bookkeeping support.

  • Personal Tax Filing for Owner(s) – 50% off preparation and filing.

  • Tax Planning & Compliance – Year-round tax strategy and compliance checks.

  • Business Formation – 30% off standard formation service.

  • Credit Optimization – $99 enrollment + $279/month for ongoing credit improvement.

  • HR Support – $75/hour.

Please note that all our services are tailored to empower you with the knowledge, skills, and support needed to improve your credit profile and achieve your financial objectives. Our team is dedicated to assisting you throughout your journey, ensuring your success every step of the way.

Subscription
$995

Tier 3 – Executive

Monthly Price: $1,195

Annual Cost: $14,340

Estimated Annual Savings: $7K – $12K

Ideal For: High Net-Worth Businesses

Services:

  • General Ledger Maintenance – Comprehensive bookkeeping and ledger oversight.

  • Personal Tax Filing for Owner(s) – Included at no additional cost.

  • Tax Planning & Compliance – Continuous tax planning and compliance monitoring.

  • Financial Forecasting & Budgeting – Strategic financial projections and budget creation.

  • Business Formation – Included (Premium $2,500 value).

  • Credit Optimization – $99 enrollment + $249/month for ongoing improvement.

  • HR Support – Flat hourly rate.

Please note that all services are designed to empower you to improve your credit, access funding, and accelerate the growth of your business. Our dedicated team is committed to providing you with the knowledge, tools, and support necessary to achieve your financial goals.

Subscription
$1195

Tier 4 – Elite

Monthly Price: $1,495

Annual Cost: $17,940

Estimated Annual Savings: $12K – $22K

Ideal For: Multi-Entity Businesses

Services:

  • General Ledger Maintenance – Full-service bookkeeping with multi-entity support.

  • Personal Tax Filing for Owner(s) – Fully included.

  • Tax Planning & Compliance – Advanced strategic tax services.

  • Financial Forecasting & Budgeting – High-level forecasting for multiple business units.

  • Business Formation – Fully included (Premium $2,500 value).

  • Credit Optimization – Fully included with ongoing monitoring.

  • HR Support – Unlimited HR assistance.

  • Priority Support – Premium-level response time and service.

Please note that all services are designed to empower you to improve your credit, access funding, and accelerate the growth of your business. Our dedicated team is committed to providing you with the knowledge, tools, and support necessary to achieve your financial goals

Subscription
$1495
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