01    Core

Our entry tier service includes:

• Categorizing transactions
• Reconciling bank accounts/credit cards
• Producing monthly financials
• 72-Hour turnaround on email inquiries

                       —Starting at $550/month

02    Pulse

Our mid-level tier service includes everything in the Core tier plus:

• Quarterly strategy calls
• Quarterly Income Projections
• Budget creation
• Tracking of collections by payer and provider
• Reimbursement trend analysis
• Unpaid claims aging analysis
• 5 hours per year of IRS notice and audit support
• 48-Hour turnaround on email inquiries

         —Starting at $1,500/month

03  Apex

Our premium tier service includes everything in the Pulse tier plus:

• Monthly strategy calls
• Monthly income projections
• Monthly cash flow projections
• SOP Implementation
• Payroll Optimization
• Proactive tax planning
• Designated accounting representation available
• 10 hours per year of IRS notice and audit support
• 10 hours per year of out-of-scope requests
• 24-Hour turnaround on email inquiries
• Personal 1040 level tax planning for owner
• Quarterly estimated tax payment calculations
• Business tax return preparation and filing
• Owner tax return preparation and filing
• Bill payment and payroll available
• Weekly review calls available
  

   —Starting at $4,000/month