Beginner
Just the essentials:
Request a ConsultationAssigned team members
Cloud accounting software subscription
Conversion/software transition
Software support
Online banking integration
Accounting
Everything in Beginner, plus:
Request a ConsultationSales and use tax returns
Monthly reporting
Software support
Quarterly bank and credit card reconciliations
Quarterly business planning strategies
Controller
Everything in Accounting, plus:
Request a ConsultationMonthly real-time transactional processing
Monthly bank and credit card reconciliations
Monthly business planning strategies
Monthly budgeting and forecasting
CFO
Everything in Controller, plus:
Request a ConsultationWeekly budgeting and forecasting
Monthly dashboard
analysis
Quarterly benchmarking
Accounts payable service
Bill.com subscription