| Services | Essentials | Premier | Elite |
|---|---|---|---|
| Transactional | |||
| Data entry of transactions from bank feeds or statements | ✔ | ✔ | ✔ |
| Matching receipts to transactions | ✔ | ✔ | |
| Bill pay | ✔ | ✔ | |
| Record customer payments to subledgers | ✔ | ✔ | |
| Customer invoicing | ✔ | ||
| A/R Collections / Statements | ✔ | ||
| Regularly scheduled meetings with staff member for daily issues | ✔ | ✔ | |
| Reconciliation | |||
| Bank and credit cards | ✔ | ✔ | ✔ |
| Other balance sheet account | ✔ | ✔ | |
| Equity / net asset accounts | ✔ | ✔ | |
| Reporting | |||
| Quarterly preparation | ✔ | ||
| Monthly preparation | ✔ | ✔ | |
| Tying out balances to balance sheet | ✔ | ✔ | ✔ |
| Review of P&L for variances | ✔ | ✔ | ✔ |
| Preparation of reporting package for client | ✔ | ✔ | ✔ |
| Meetings | |||
| Quarterly financial reviews | ✔ | ||
| Quarterly financial reviews (with ASG management) | ✔ | ||
| Additional consultations | ✔ | ||
| Business Tax | |||
| Preparation of relevant business tax return | ✔ | ✔ | ✔ |
| Preparation of individual tax returns for ownership | ✔ | ✔ | ✔ |
| 1099 prep & filing | ✔ | ✔ | ✔ |
| E-filing of business tax return (including state and local) | ✔ | ✔ | ✔ |
| Correspondence and notice review | ✔ | ✔ | ✔ |
| Tax planning | ✔ | ✔ | |
| Services | |||
|---|---|---|---|
| Other Compliance | |||
| Personal property tax | |||
| Sales tax | |||
| Annual state registrations | |||
| Payroll | |||
| Scheduled processing | |||
| Filings in compliance with federal, state and local jurisdictions | |||
| Employee benefit remittances | |||
| Work comp audit support | |||
| Coaching | |||
| CFO Coaching | |||
| Business Acquisition / Valuation Coaching | |||
| Cash Management Coaching | |||
| Succession Planning Coaching | |||
| Software | |||
| Software Selection and Set Up | |||
| Software Conversions | |||
| Software Clean Up | |||
| Services | Essentials | Premier | Elite |
|---|---|---|---|
| Individual Tax | |||
| Preparation of relevant individual tax return | ✔ | ✔ | ✔ |
| E-filing of business tax return (including state and local) | ✔ | ✔ | ✔ |
| Correspondence and notice review | ✔ | ✔ | ✔ |
| Tax planning (semi-annual via e-mail) | ✔ | ||
| Tax planning (quarterly via e-mail) | ✔ | ||
| Tax planning (quarterly meetings/calls) | ✔ | ||
| Copy of tax return workpapers | ✔ | ✔ | |
| Video review of tax return | ✔ | ||
| Add Ons | |||
| Child's Tax Return | |||
| Subscriptions starting at $79 per month | |||
