Levels of Service
QuickBooks Online Subscription
Monthly Reconciliations
Basic Monthly Reports
1-Hour Monthly Review Call
Optimize and Train Existing Staff
Monthly/Quarterly Sales Tax Processing
Payroll Processing
(15 employees)
Expense Monitoring
(Document Management)
Bill Pay
(Hubdoc Subscription Included)
KPI
(Key Performance Indicators)
Cash Flow Strategy/ Monitoring/Reporting
Individual Slack Channel Communication
Corporate Tax Return
Federal Tax Strategy Planning
BRONZE
Discounted Fee
Separate Engagement
SILVER
Discounted Fee
Separate Engagement
GOld
Separate Engagement