Services |
Silver |
Gold |
|---|---|---|
| Data Entry, Check & Deposit Coding – Less than 100 Monthly Transactions | X | X |
| Payroll Processing – Up to 10 Employees | X | X |
| Bank, Credit Card, Loan Amount Reconciliations – Up to 5 Accounts | X | X |
| Accounts Payable Processing – Up to 25 Monthly Payables | X | X |
| Accounts Receivable Processing – Up to 25 Monthly Accounts | X | X |
| Financial Statement Preparation (No Analysis) | X | X |
| Tax Preparation for Business Entity & Owner | X | X |
| Data Entry, Check & Deposit Coding – 100-750 monthly transactions | – | X |
| Financial Dashboard | – | X |
| Variance Reporting – Budget to Actual and Current Year over Prior Year | – | X |
| Preparation for Annual Budget | – | X |
| Key Performance Indicator & Peer Reporting | – | X |
| Annual Tax Planning | – | X |
| Quarterly Financial Review & Analysis Meetings | – | X |
| Monthly Financial Review & Analysis Meetings | – | X |
| Quarterly Tax Planning | – | X |
Flat Monthly Fee |
$400-$1k |
$1k-$9k |
Is it possible to add someting catchy – for new Customers save 20% on bookkeeping and Taxes for limited time – similar to that but should be catchy