Fundamental

Setup & Conversion to QBO
Complete Review of Books & Back Office Flow

Expenses & Revenue Recorded

All Accounts Reconciled

Quarterly Financial Statements
Annual Financial Review

Email access during business hours
Scheduled calls if needed

Service Guarantee 100%

Access to online Portal for current year files

Online Communication Portal Setup

Essential

Everything in Fundamental PLUS

Liase with CPA

A/P Management Bill pays

Coding of receipts and records
Receipt Bank Tool

Sales Tax reporting & payments

Monthly Financial Statements

Unlimited business access by phone, email or text
during business hours

Access to online Portal for all historical files

Payroll Management

Year End Tax communications with CPA
Back up and documents to CPA

Integral

Everything in Essential PLUS

Liase with Legal/CPA/Bank

Invoice Preparation
Payments recorded and reconciled

Budget/Forecast

Monthly Meeting

Indepth Discovery Meeting

Performance Indicator Tracking

Cash Flow Reporting

Dashboard Analytics