1. Turnaround time - your work is done at the convince of the firm.

Basic Plan

2. Information to firm - all info in at one time. Must fill out information transmittal

3. Payment for services -pay quarterly in advance. Auto-pay agreement mandatory

4. Phone calls & meetings.

* only phone calls to bookkeeper included. Calls to CPA available for additional fee

* Limited to 4 calls per month

* phone calls returned within 48 hours

Levels

5. Extra work. Extra fee for Quickbooks training

6. Financial Statements.

* Internal use only. Must indemnify for third party disclosure without permission.

additional fee for cover letter each time and per user.

* Cash basis only