Client Service Packages
| STRATEGIST | PARTNER | ASSOCIATE | |
|---|---|---|---|
| Best option for business owners looking for a full service accounting department and advisory services | For business owners who value accurate numbers to make informed decisions but don't need all the bells and whistles | For micro-businesses or start ups on a tight budget who only need the bare minimum for tax compliance | |
| Custom Chart of Accounts | x | x | x |
| Document Management | x | x | x |
| Transaction Review | x | x | x |
| Bank & Credit Card Reconciliations | up to 8 Accounts | up to 5 Accounts | up to 2 Accounts |
| Financial Reports | Custom | Standard | Basic |
| Financial Dashboared | Full | Standard | Basic |
| Email & Phone Support | within 24 hrs | 24-48 hrs | 48 - 72 hrs |
| Month end processing by | 10th of the following month* | 20th of following month* | End of following month* |
| Prepare 1099's | x | x | x |
| Business Review Meetings via Zoom | monthly | quarterly | annually |
| Tax prep ready financials | x | x | x |
| Liase with tax accountant | unlimited | year end | year end |
| Data Entry | x | x | |
| Bank Feed processing | Weekly | Monthly | |
| Automatic Back Ups of QBD or QBO File | x | x | |
| Balance Sheet Review & Reconciliation | x | x | |
| Accounts Receivable Management | x | x | |
| Sales Tax Returns | x | x | |
| Annual Budget | x | x | |
| Inventory Management | x | ||
| Job costing/Class Tracking | x | ||
| Maintain Fixed Asset Register | x | ||
| Accounts Payable Management | x | ||
| Cash Flow Forecasting | x | ||
| Expense Analysis | x |
*Or 10 days after all documents are recevied, whichever is later
Add Ons
Accounting Software Setup
New software set up, includes customized chart of accounts, opening balance transactions, customized forms, set up of vendors, customers products, and services.
Training
Options include training guides and videos, group training, or one-on-one.
DIY Support
Unlimited email support for bookkeeping, accounting, and software questions and weekly Zoom “office hours”.
Deep Dive Review
An in-depth 16 point review and alanlysis of your current bookkeeping set up and processes. Includes a final written report, recorded Zoom meeeting to review results, and an implementation plan to correct any errors, streamline processes, and customize your books for your business.
Custom Financial Reports
“What gets measured gets improved” We build custom reports to track the data that is meaningful for you.
Payroll
Full service payroll includes direct deposit, federal and state tax filings, W2s. Optional services include time tracking, PTO management, hiring and onboarding, and access to HR pros and resources.
Rush Delivery
Have your business be at the front of the line every month. Monthly work completed within 5 business days of receiving all information needed.
Tax Referrals
Don’t have a trusted tax professional or want a second opinion? We don’t offer tax services but we have a list of trusted partners that we would be happy to share.