Service Level Four

$4,000 - $7,500

Monthly


Service level four includes daily categorization and posting of all transactions occurring during the month for each bank and credit card account, Reconciling each connected account as well as production and interpretation of financial statements.

With service level four you have the option to add on the service of processing payroll, posting accounts receivable and payable, as well as payment application form bank deposits.


Level 4 Basic Services

  • Bank & Credit Card Categorization/Posting for up to 6 connected accounts.
  • Reconciliation of Each Connected Account
  • Posting Accounts Receivable & Payable
  • Posting Payment Application and Bank Deposits
  • Payroll data entry and Payroll Processing
  • Preparation and Filing of Quarterly Payroll Tax Reports. 941s and TWC Unemployment.
  • Production & Interpretation of Financial Statements
  • Vendor Information Management

Additional Services

  • Ad-Hoc Reports
  • Revenue, Cost, and Profitabilty Forecasting.
  • Data Modeling
  • Sales Tax Reporting
  • Explore Service Level Five