Platinum Level - Reporting & Informational Meetings
Monthly Full Management Reports | Included
Because it is so important to know how your business is performing we will produce a full report every month. It will include:
Weekly Reports on Your Key Numbers | Included
Have Weekly Reports sent directly to you through Liscio giving you access to the information to keep your business going.
Monthly Online "Virtual" Business Review | Included
Every month you can schedule a 45-minute meeting. In this business review meeting we will discuss your latest management information and answer any questions you may have on the numbers.
Financial Dashboard | Included
It's hard to drive your automobile without looking at your dashboard to get up to the minute information on what you need for your trip. The same is true for your business. We will work with you to establish the KPIs (Key Performance Indicators) that you need to manage your business with up to the minute metrics.
Platinum Level - Bookkeeping Services
Platinum Level - Software & Support Services
QuickBooks Online Plus or Advanced | Included
Small business owners are always hunting for cost-effective business solutions. Which
helps explain why so many are turning to QuickBooks Online. QuickBooks Online lets you get more for your dollar by having up to five users, versus only one user on QuickBooks Desktop. You will never miss another upgrade or new feature—and you'll never have to pay for one either. With access to an ecosystem of free apps, you can obtain a solution that works uniquely for your business—without spending a lot more. Only the apps mentioned on this page as Included are included in the Platinum Level service plan.
You will no longer have to cover the cost of hosting or backing up your data. Your data will be securely stored on Intuit's servers. With password-protected login, firewall-protected
servers, and advanced encryption technology, Intuit knows how to keep your data secure.
Click here for 7 Reasons to Believe Intuit Security.
Secure Messaging Service | Included
We use Liscio, an instant messaging and collaboration system on steroids, to instantly communicate securely and share and store files.
Unlimited "Business Day" Support | Within 1 Hour Response
There will be times when you are not sure how best to account for something. As part of our Platinum Level service you get unlimited support through our secure communication app, Liscio. We can also have a Zoom Meeting and we can control your computer remotely to assist you.
Integrated Cloud Software & Apps | Included
Cloud integration is the process of configuring multiple application programs (apps) to share data in the cloud. In a network that incorporates cloud integration, diverse applications communicate either directly or through third-party software. We provide access to several apps that will save you time to focus on your business.
Online Training for Software & Apps | 1 Hour/Month Included
Bookkeeping can be easy. However, it has to be very precise. Combine that with having to learn a new software system and it can get frustrating. That’s why we provide training as part of the Platinum Level service. We want to help you get your bookkeeping done fast and accurately.