Wealth Generator Plan
Choose this plan if you want answers to these questions:
- What are my monthly income and expenses?
- Am I making a profit?
- Where do I see my business in six months to a year?
- If I reached my revenue goals, what would that do for me?
- What challenges is my business facing and how can I address them?
Consider this plan if your annual gross billings are in this range: $251,000 and up
What You Get
- Transaction Processsing including Accounts Payable
- Monthly Reports Package
- Monthly Review Call
- Annual Budget & Business Planning
- Plus: Monthly Cash Flow Report
- Plus: Year-end 1099 preparation
- QuickBooks Online (QBO) monthly subscription
- ReceiptBank monthly subscription
- Plus: Bill Pay for QBO powered by Bill.com
Optional Add On Fees
- E-Document Storage
- After-the-fact payroll entry (note: you must have a full-service payroll provider in place; we do not offer payroll services).