| Expert | Advanced | Basic | |
|---|---|---|---|
| Collection of Paperwork via online secure system | x | x | x |
| Monthly bank reconciliation | x | x | x |
| Includes sales tax administration | x | x | x |
| Cloud based software for 24/7 access to your accounts | x | x | x |
| Monthly input of expenditure invoices | x | x | |
| Monthly merchant card reconciliation | x | x | |
| Monthly credit card reconciliation | x | x | |
| Monthly input of sales | x | x | |
| Access to Profit University | x | x | x |
| Perform Profit Assessment | x | x | n/a |
| ECROP | x | x | n/a |
| Profit Assessment- Strategy Conversations | Monthly reviews for the first 6 months, then quarterly | Quarterly reviews for the first 6 months, then semiannually | n/a |
| Profit Allocation calculations included | yes | yes | no |
| Frequency of updates and check-in calls | weekly | bi-weekly | Monthly |
| Expense by Vendor report for 1099 reporting included each year | x | x | n/a |
| Available to CPA/tax preparer at end of year | x | x | x |
| Monthly Investment | $1,252 | $776 | $296 |
