Plus Plan (includes basic items and)

5. Financial statements. Includes year

end statement with cover letter

1. Turnaround time is 2 weeks

2. Information to firm: Ok to piece info in

3. Phone calls & meetings.

* can call either CPA or bookkeeper

* unlimited short duration phone calls and

meetings

* phone calls returned in 4 hours or if in

afternoon by next morning

Levels

4. Extra work

* includes work men's comp audit

* includes liability insurance audit

* Includes lender liability letters

* includes calculation of proper life and

disability insurance

Available for extra fee

Level 2 work

* dashboard prepared on monthly or

quarterly basis

* ratio analysis

* monthly/quarterly meeting to go over

* what if scenarios

Level 3

* assistance with goal setting and

Strategies or improvement