Basic Plan
Revenue Range:
Up to USD 1 million annually
Includes:
– Monthly financial statements (Income Statement, Balance Sheet, Cash Flow Statement)
– Bank and credit card reconciliation
– Accounts payable and receivable management
– Basic financial analysis and reporting
– Tax preparation and filing assistance
– Email and phone support during business hours.
Standard Plan
Revenue Range:
USD 1 million to USD 5 million annually
Includes:
– All features of the Basic Plan
– Bi-weekly financial statements
– Payroll processing for up to 25 employees
– Advanced financial analysis and reporting
– Inventory management and reconciliation
– Budgeting and forecasting assistance
– Quarterly tax planning and compliance
– Priority email and phone support.
Premium Plan
Revenue Range:
USD 1 million to USD 5 million annually
Includes:
– All features of the Standard Plan
– Weekly financial statements
– Payroll processing for up to 50 employees
– Detailed financial analysis and strategic advice
– Comprehensive inventory and asset management
– Customized budgeting and financial forecasting
– Annual audit preparation support
– Tax strategy and optimization
– Dedicated account manager for personalized service.
Custom Plan
Revenue Range:
Over USD 10 million annually or larger, more complex businesses
Includes:
– Tailored services based on business needs
– Advanced reporting and analytics
– Comprehensive payroll and HR support
– Specialized financial planning and strategy
– Customized inventory and asset management
– In-depth tax planning and compliance
– Dedicated team of bookkeeping professionals
– 24/7 support and consultation.
