| Accounting Services | Accounting + Payment Processing Services | Advisory Services | |
|---|---|---|---|
| Monthly Closing & Financial Statements | Yes | Yes | Yes |
| Monitoring of Internal Accounting Processes | No | Yes | Yes |
| Frequency of 1-on-1 Meetings | Monthly | Bi-monthly | Weekly |
| Accounts Payable & Trust Account Administration | No | Yes | Yes |
| Cash Flow Oversight | No | Yes | Yes |
| Annual Budgeting | No | Yes | Yes |
| Strategic Planning | No | No | Yes |
| KPIs | No | No | Yes |
| Forecasting | No | Yes | Yes |
| Payroll Processing & Oversight | Add On | Add On | Add On |
| Separate Engagements | |||
| Firm Federal & State Tax Returns | |||
| Other Firm Tax Returns | |||
| Partner Tax Return(s) | |||
| Tax Planning |
