Level 1 — Core Compliance
- Includes:
- annual tax return
- monthly bookkeeping (basic)
- monthly bank reconciliation
- annual financial statement prep
- email support
- annual check-in
Level 2 — Growth Advisory
- For owners who want a higher level of support.
- Includes:
- all Core Compliance services plus
- bookkeeping
- payroll coordination
- quarterly planning
- quarterly financial statements
- quarterly F2F data review
- estimated taxes
- faster support
- owner guidance
Level 3 — Premium Strategic
For owners who value insight and CFO-level thinking.
- Includes:
- all Growth Advisory services plus
- proactive tax strategy
- monthly calls / meetings
- monthly KPI review
- entity optimization
- cash flow planning
- direct access
- tax minimization
- CFO-level thinking
Level 4 — Project Work - Fee Depends on Scope
- Examples:
- cleanup books
- IRS issue response
- entity conversion
- multi-year catch-up
- workflow redesign
- setup and install computerized accounting systems
- setup & install automated payroll systems
- setup & install automated inventory systems