Core Plan
Based on Need
Select Plan
Based on Need
Premium Plan
Based on Need
Starting Out
Leveling Up
Fueling Rapid Growth
Accounting Services
✓
✓
Bookkeeping services
4 week close
2 week close
1 week close
Streamlining and standardizing processes
✓
✓
✓
Periodic data analysis
✓
✓
Year End Income Tax Ready Reports
✓
✓
✓
Annual Preparation of 1099 Forms
✓
✓
✓
Scheduled meetings with your accountant
quarterly
monthly
weekly
Response time
2 business days
2 business days
1 business days
Bill Pay Services
✓
✓
Accounting Technology Consulting
✓
Technology selection/vetting
✓
✓
✓
Technology setup and data migration
optional
✓
Process documentation
optional
✓
Team training – technology and processes
optional
✓
Financial statements
✓
✓
Financial statement preparation
✓
✓
Month-end “review” of financials
✓
✓
✓
Advisory and Consulting
✓
✓
Cash flow forecasting
quarterly
monthly
Projections
✓
✓
Financial planning and analysis
✓
✓
Meetings to discuss goals and outcomes of your business
✓
✓
Non-traditional financial reports (dashboards, analytics, etc.)
✓
✓
Budgeting
✓
✓
Establishing key performance indicators (KPIs)
✓
Scheduled meetings with your CPA
monthly
unlimited
Board meetings
✓