Compare Plans
Plan Comparisions
Silver
Services
Monthly data review and account reconciliations
Monthly Financial Statements
Annual 1099 Reporting
Annual Tax Preparation and Planning
Property and Sales Tax Returns
Team
CPA-led Accounting Support Team
Gold
Services
Monthly data review and account reconciliations
Monthly Financial Statements
Annual 1099 Reporting
Annual Tax Preparation and Planning
Property and Sales Tax Returns
Record Accounting Transactions
Accounts Payable Management
Accounts Receivable Management
Payroll Processing
Cash Flow Management
Annual Budgeting
Accounting policies and procedures manual
Quarterly business advisory meetings
Team
CPA-led Accounting Support Team
Dedicated Accountant
CPA/Accounting Manager
Payroll support specialist
Platinum
Services
Monthly data review and account reconciliations
Monthly Financial Statements
Annual 1099 Reporting
Annual Tax Preparation and Planning
Property and Sales Tax Returns
Record Accounting Transactions
Accounts Payable Management
Accounts Receivable Management
Payroll Processing
Cash Flow Management
Annual Budgeting
Accounting policies and procedures manual
Quarterly business advisory meetings
Custom Key Performance Metrics
Project/Department/Employee Performance
Financial Analysis and Planning
Monthly strategic advisory meetings
Special Projects
Team
CPA-led Accounting Support Team
Dedicated Accountant
CPA/Accounting Manager
Human Resources Specialist
CFO