Know what is included. Know who owns it.
Compare the recurring reports, tax support, response rhythm, and client-portal access included with each service tier.
- Monthly reporting
- Defined response rhythm
- Secure portal access
Plan value summary
Monthly Reports
P&L and Balance Sheet
Defined Response
A plan-specific support rhythm
Visible Scope
Included work stated up front
Portal Access
Requests, documents, and reports
Deliverables by Tier
Compare what's included in each service tier.
Response Time Standards
Clear response windows for client questions by service tier.
What's Not Included
Transparency matters. These services are quoted separately:
Catch-up Bookkeeping
If your books are behind, we quote this as a one-time project based on complexity.
Tax Returns Outside Plan Scope
Tax preparation included in Books & Tax and Full Service follows the engagement scope. Standalone or out-of-scope returns are quoted separately.
QuickBooks Setup & Migration
A new accounting-file setup or migration is available as a separate one-time service.
Additional Connected Accounts
Accounts beyond the number included in your plan can be added individually or handled through a higher tier.
Ready to get started?
See if we're the right fit for your business.