ACCOUNTING SERVICE PACKAGES
REACTIVE

The following strategy is not included in this service package:
At Least 3 Initial Strategy Sessions (Discover direction, purpose, clarity about your business).
- Discovery Session – Week 1
- Strategy Session – Week 4-6
- Implementation Session – Week 7-8
Contact with your Accounting Specialist
- Stay on track with Semi-Annual KPI measures
- Annual Tax Planning
- Up to 3 Accounts (banking, credit card, loan)
- Up to 70 transactions
Prepared Financial Statements – Accrual or Income Tax Basis
- Balance Sheet
- Profit & Loss Statements with Comparatives
- Journals with Reconciliation reports
- Phone Calls returned within 48 hours
- 100% Guarantee
PROACTIVE

For businesses that are ready to increase momentum and focus on strategy and growth.
At Least 3 Initial Strategy Sessions (Discover direction, purpose, clarity about your business).
- Discovery Session – Week 1
- Strategy Session – Week 4-6
- Implementation Session – Week 7-8
Contact with your Accounting Specialist
- Stay on track with quarterly KPI measures
- Semi-Annual Tax Planning
- Annual Budget Reports (Quarterly Updates)
- Answer your questions
- Advice on business decisions
- Up to 4 Accounts (banking, credit card, loan)
- Up to 120 transactions
Prepared Financial Statements – Accrual or Income Tax Basis
- Balance Sheet
- Profit & Loss Statements with Comparatives
- Journals with Reconciliation reports
- Phone Calls returned within 24 hours
- 100% Guarantee
- Annual 1099s (up to 10 included)
STRATEGIC

For established businesses who are ready to Maximize and take their business to the next level.
At Least 3 Initial Strategy Sessions (Discover direction, purpose, clarity about your business).
- Discovery Session – Week 1
- Strategy Session – Week 4-6
- Implementation Session – Week 7-8
Contact with your Accounting Specialist
- Stay on track with monthly KPI measures
- Quarterly Tax Planning
- Annual Budget Reports (Monthly Updates)
- Answer your questions
- Advice on business decisions
- Up to 6 Accounts (banking, credit card, loan)
- Up to 200 transactions
Prepared Financial Statements – Accrual or Income Tax Basis
- Balance Sheet
- Profit & Loss Statements with Comparatives
- Journals with Reconciliation reports
- Phone Calls returned within 12 hours
- 100% Guarantee
- Annual 1099s (up to 20 included)