All subscriptions come with the following basic services:
Free QuickBooks Online subscription
Weekly bookkeeping categorization
Monthly account reconciliation
Monthly management reports
Quarterly tax estimate calculations
Year-end financial close
Year-end tax projections
Business & tax structure analysis
Business tax returns prepared & filed
Personal tax returns prepared & filed
Annual corporate compliance support
Articles, blogs, webinars, etc.
Professionals available via Slack, email & Zoom
Please note that Platinum and Black memberships cover additional services and support that may arise from the following: having multiple businesses, having multiple business owners, trust/estate planning, accounting for investment real estate activity, long-term retirement structuring, state residency studies, etc.