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Service Plans

Bronze

Silver

Gold

Features
Individual tax return preparation* checkmark checkmark checkmark
Business tax return preparation** checkmark checkmark checkmark
Monthly bookkeeping services checkmark checkmark
Subscriptions to Quickbooks online, Hubdoc and Gusto checkmark checkmark
Payroll services checkmark checkmark
Document management checkmark checkmark
Monthly balance sheet and income statement checkmark checkmark
Quarterly tax planning checkmark checkmark
Officer compensation review (for S Corporations) checkmark checkmark
Business plan and goal setting checkmark
Annual budget checkmark
Rolling forecasting checkmark
Cash flow monitoring checkmark
Monitoring of financial results using key performance indicators checkmark
Actual vs budget analysis checkmark
Monthly meeting to review results checkmark
Advising you as your strategic business partner and advisor checkmark
*For individuals with businesses or rental properties only
**Corporations and partnerships

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