Wealth Review 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?
Consider this plan if your annual gross billings or revenues are in this range: $100,000 – $250,000
What You Get
- Transaction Processing
- Monthly Reports Package
- Monthly Review Call
- Plus: Annual Budget
- QuickBooks Online (QBO) monthly subscription
- ReceiptBank monthly subscription
Optional Add On Fees
- Year-end 1099 preparation
- 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).