| Terms |
Automatic Paid at the beginning of the month with Credit Card on file |
End of the Month OPTIONAL Automatic Paid at the beginning of the month with Cred Card on File with 5% discount |
End of the Month OPTIONAL Automatic Paid at the beginning of the month with Cred Card on File with 5% discount |
| Bookkeeping Team Access Level |
Unlimited E-mail support |
Unlimited E-mail and Unlimited Phone support |
Unlimited E-mail and Unlimited Phone support |
| Response Timing |
2 Business Day response time on Emailed Questions |
1 Business Day response time on Emailed Questions |
1 Business Day response time on Emailed Questions |
| Training and Knowledge Transfer |
No Training |
Monthly Training Sessions – as needed (1-hour limit) |
2-Monthly Training Sessions – as needed (2-hour limit) Adjustments, Errors, and Accounting Variance Reports |
| Special Projects/ Out of Scope Requests |
$250 per hour |
$175 per hour |
Up to 12 hours per year included, then $150 per hour |
| IRS or State Audit Support or Represntation |
$250 per hour |
10 hours per year included, then $175 per hour TRAVEL COST EXCLUDED |
100 hours per year included, then $175 per hour – TRAVEL COST EXCLUDED |
| Documents Digitization and Archival |
USB drive with up to 7 years of files given upon disengagement for $50 fee (OPTIONAL) |
All Documents received immediatelly digitized (except receipts) Unlimited Cloud Access to all documents during Engagement USB drive with up to 7 years of files given upon disengagement for $50 fee (OPTIONAL) |
All Documents received immediatelly digitized (except receipts) Unlimited Cloud Access to all documents during Engagement USB drive with up to 7 years of files given upon disengagement (NO FEE) |
| Guarantee & Cancellation Policy |
No guarntees Cancellation requires 60 days |
Satisfaction Guaranteed Cancellatio can be done anytime |
Satisfaction Guaranteed – No Questions Asked Full Refund of last month paid Cancellation can be done at any time |
