What Level of Support is Right for you?
PRO
Accountant
Accountant
Compliance Services:
Transaction Categorization - Monthly
Account Reconciliation - Monthly
Financial Reporting - Monthly
Accounts Payable Management
Accounts Payable Management
Advisory Services:
Budget Creation
Federal Income Tax Estimation
Cash Flow Forecasting
Proactive Tax Planning
Assess & Support:
Strategic Planning Meeting - Annually
Email Sup
Compliance Services:
Transaction Categorization - Monthly
Account Reconciliation - Monthly
Financial Reporting - Monthly
Accounts Payable Management
Accounts Payable Management
Advisory Services:
Budget Creation
Federal Income Tax Estimation
Cash Flow Forecasting
Proactive Tax Planning
Assess & Support:
Strategic Planning Meeting - Annually
Email Support - 24-Hour Response Time
Phone Support - 24-Hour Response Time
Tech:
Quickbooks Online Included
Terms:
No Contract: 30-Day Notice to Cancel
Accountant
Accountant
Accountant
Compliance Services:
Transaction Categorization - Monthly
Account Reconciliation - Monthly
Financial Reporting - Monthly
Advisory Services:
Budget Creation
Federal Income Tax Estimation
Assess & Support:
Strategic Planning Meeting - Annually
Email Support - 48-Hour Response Time
Phone Support - 48-Hour Response Time
Tech:
Quickbooks Online Included
Terms:
No Contract: 90-Day Notice to Cancel
Bookkeeper
Accountant
Bookkeeper
Compliance Services:
Transaction Categorization - Quarterly
Account Reconciliation - Quarterly
Financial Reporting - Quarterly
Advisory Services:
Budget Creation
Federal Income Tax Estimation
Assess & Support:
Strategic Planning Meeting - Annually
Email Support - 72-Hour Response Time
Tech:
Quickbooks Online Included
Terms:
12-Month Commitment