Ideal for Complex Needs
PREMIUM
Ideal for Complex Needs
SAVE TIME
Bookkeeping - Weekly
Standard Financials - Monthly
Cash Balance Monitoring
Bill Pay - Weekly
Custom Reports - Unlimited
Invoicing & Collections
Job Costing & Project Tracking
​
PLAN & GROW
BI Dashboards - Customized
Performance Review - 1:1
Roadmap to Success - Monthly
Budgeting - Monthly
Cashflow Forecasting
P&L Forecasting
Workforce Planning
​
STAY COMPLIANT
Income Tax Return Filing - Elite
Sales Tax Return Filing
Form 1099 Filing
Personal Property Tax Filing
Annual Report Filing
Annual Business License Filing
​
SUPPORT
Q&A - Unlimited
Response Time - 24 Hours
QBO Backup - Monthly
Starting at $4,765 / month
SAVE TIME
Bookkeeping - Weekly
Standard Financials - Monthly
Cash Balance Monitoring
Bill Pay - Weekly
Receipt & Entity Tracking
Inter-Company Allocations
Management Fee Invoicing
​
PLAN & GROW
BI Dashboards - LiveFlow
Custom Reports - Limited
Monthly Check In - Zoom
P&L Budgeting & Forecasting
Cashflow Forecasting
Workforce Planning
​
STAY COMPLIANT
Form 1099 Filing - Annually
Sales Tax Return Filing - Varies
BPS / Property Tax Filing - Varies
Annual Report Filing
Annual Business License Filing
​
SUPPORT
Task Management - Asana
Q&A - Limited
QBO Backup - Annually
$3,800 / month
CUSTOM
Ideal for Legacy Clients
SAVE TIME
Bookkeeping - Monthly
Standard Financials - Semiannually
Cash Balance Monitoring
Bill Pay
Custom Reports
Invoicing & Collections
Job Costing & Project Tracking
​
PLAN & GROW
BI Dashboards - Basic
Performance Review - Email
Roadmap to Success - Annually
Budgeting - Annually
Cashflow Forecasting
P&L Forecasting
Workforce Planning
​
STAY COMPLIANT
Income Tax Return Filing - Basic
Sales Tax Return Filing
Form 1099 Filing
Personal Property Tax Filing
Annual Report Filing
Annual Business License Filing
​
SUPPORT
Q&A - Limited
Response Time - 96 Hours
QBO Backup - Annually
Starting at $1,675 / month
CLASSIC
Ideal for Basic Needs