| Track it | Grow it | Own it | |
|---|---|---|---|
| Transaction Categorization | X | X | X |
| Monthly Reconciliations | X | X | X |
| General Ledger Maintenance | X | X | X |
| Monthly Financial Reports | X | X | X |
| E-mail Support | X | X | X |
| Annual Strategy Call | X | ||
| Bank/CC Accounts Supported | Up to 3 | Up to 5 | 6+ |
| Fixed Asset Management | X | X | |
| Payroll Management | X | X | |
| Advisory Services | X | X | |
| Sales Tax Tracking or Filing | X | X | |
| AP/AR Tracking | X | X | |
| Quarterly Strategy Call | X | ||
| KPI Tracking | X | ||
| Budgeting & Forecasting | X | ||
| Cash Flow Management | X | ||
| Tax Strategy | X | ||
| Monthly Strategy Call | X |