Table - Profit by Books

	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