• Basic Bookkeeping Categorization of Bank Transactions

• Reconciliation of all bank accounts, credit cards and loans on a monthly basis with basic financial statements provided to client via email

• Annual Adjustments of accounts for depreciation and tax purposes

• Email Only correspondance and 72 hour response time during operational hours

All items included in Level 1 plus items listed below:

• Monthly review of A/R and A/P accounts within client records

• Monthly Onsite or Phone meeting

• Unlimited Email and 48 hour response up to 1/2 hour per week and up to 1/2 bookkeeping review with client

All items included in Level 1 & Level 2 plus items listed below:

• Monthly review of inventory value

• Monthly adjusting entries to liability accounts

• Entry of cash or non-bank ledgers

• Custom reporting

• Process & Manage Indiana Department of Revenue tax account payments at no additional charge

• Quickbooks online subscription included at no additional charge

• Business Coaching

• Unlimited Email and 24-36 hour reponse during operational hours, up to 2 hours per week

• Monthly bookkeeping review with client up to 2 hours

• Discounts offered: 5% discount if 6 months paid in advance or 10% discount if 12 months paid in advance

All items included in Level 1, Level 2 & Level 3 plus items listed below:

• Monthly adjustments to books for depreciation

• Annual Corporate Tax Return fee included

• Ad-hoc audit requests included at no additional charge

• Financial reporting contact for client’s financial institutions; will provide requested reports to banks and lenders at no additional charge

• Automatic tax return extensions at no additional charge (if applicable)

• Business Tangible Personal Property Tax Return filing at no additional charge (if applicable)

• Unlimited email and phone support with 24 hour response time during operational hours

• Requires payment on auto-pay or auto-ach for monthly recurring retainer amount