Performance Package

Service Description

Includes everything in Compliance Package, plus: Bookkeeping for up to 5 accounts (includes AR/AP tracking) Monthly KPI dashboard + cash flow forecast Bi-weekly payroll processing for up to 10 employees Quarterly tax planning + estimated payment support Monthly 60-min financial strategy calls Budgeting + variance analysis Audit support 1099 Contractor Management Unlimited email support for accounting/tax questions ⚠️ Inventory-Based Businesses: Flat $350/month add-on applies for retail, e-commerce, or wholesale due to inventory tracking, COGS reporting, and margin analysis.