Our standard plans offer quarterly reports.
This includes Profit & Loss and Balance Sheet statements each quarter. These are normally delivered within 1 month of the quarter’s end. However, if we have outstanding requests, we cannot guarantee that reports will be complete until 2 weeks after our requests have been answered.
This also includes a detailed meeting via Zoom after Q3 to make sure you are well set up for tax purposes before the year’s end. You will get an additional review call during tax time.
If you need something that is out of scope, you can upgrade your plan or pay for hourly work that is outside of scope…
• Hourly project work: $150/hour
• Advisory Services & Education – $250/hour