Silver Level - Reporting
Monthly Basic 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:
- Profit & Loss Comparison to Last Year
- Profit & Loss Month by Month for Year to Date
- Balance Sheet Comparison to Last Year
- Summary of Cash Flows
Silver Level - Bookkeeping Services
Paperless Expense & Receipt Processing System | Included
We provide a cloud based system that will remove the burden that bills, invoices and receipts place on your business. It makes the gathering and processing of receipts and invoices as easy and cost effective as possible. The system will also store them securely online for at least 7 years. Make your life easier and remove the clutter.
Setup & Maintain Bank Feeds | Included
Your bank and credit card companies store information about the money going in and out of your accounts. Instead of manually typing it all in, let QuickBooks get the information for you to match it to the receipts gathered in the Paperless Expense & Receipt Processing System.
Automatic Matching of All Business Bank & Credit Card Transactions | Included
Instead of manually typing it all in, let QuickBooks match the transactions for you. We monitor and match them up with items already entered in QuickBooks in the Paperless Expense & Receipt Processing System.
Monthly Bank Account Statement Reconciliations | Included
Reconciling your bank accounts on a regular basis is critical. With the Bank Feeds and Monthly Reconciliations we can spot the early warning signs of any problems before it becomes serious.
Monthly Credit Card Account Statement Reconciliations | Included
Reconciling your credit card accounts on a regular basis is critical especially with identity theft on the rise. With the Bank Feeds and Monthly Reconciliations we can spot the early warning signs of any problems before it becomes serious.
Silver Level - Software & Support Services
QuickBooks Online Plus | 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 Silver 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.
Secure Messaging Service and File Storage | 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 | Response No Later than End of Next Business Day
There will be times when you are not sure how best to account for something. As part of our Silver 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 | Additional Fee
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.
If this plans seems to be lacking in what you are looking for, please review the Gold & Platinum Levels.Click here for 7 Reasons to Believe Intuit Security