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 |
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