Compare Plans Starter Pro Elite
Post, modify, adjust, or correct transactions to the books monthly. Check Check Check
Post, modify, adjust, ot correct transactions to the books weekly. Close Check Check
Monthly reconciliation of all bank accounts, loans, and credit cards (if applicable) Check Check Check
Monthly fixed assets / depreciation update Check Check Check
Standard financial package, including standard key performance indicators, trend reports, and graphical representations. Check Check Check
Weekly quickie cash flow update on projected available funds Check Check Check
Preparation of sales tax return Check Check Check
Preparation of liquor tax return Check Check Check
Preparation of business entity federal and state income tax return Check Check Check
Business tax, tangible property tax, annual report, franchise tax (if applicable) Check Check Check
Preparation of form 1099 (see additional service charges below) Check Check Check
Individual tax and planing Money Money Money
Comprehensive year-end tax planning analysis. Check Check Check
Access to Business Growth Academy Check Check Check
Notice and adult response Money Money Money
Budget creation and annual update Money Money Money