Inclusions:
Everything in the "Signature Style" Package, PLUS:
Higher Transaction Volume: Up to 500 transactions per month (additional transactions billed at an agreed-upon rate).
Unlimited Account Reconciliation: Reconciliation of all necessary bank/credit card accounts.
Accounts Payable Support: Vendor bill entry and management (does not include actual bill payment).
Accounts Receivable Support: Recording of client invoices and tracking payments (does not include collections).
Sales Tax Calculation & Filing Support: Preparation and filing of monthly/quarterly/annual sales tax returns (client responsible for remittance).
Product Inventory Tracking & COGS Support: Basic tracking of product purchases and calculation of Cost of Goods Sold.
Cash Flow Forecasting (Basic): Short-term cash flow projections.
Annual Budgeting Assistance: Support in creating and monitoring an annual business budget.
Dedicated Monthly Strategy Call: 60-minute virtual meeting to review performance, discuss financial goals, and identify growth opportunities.
Phone Support: Dedicated support line during business hours.