QuickBooks Online account management
SmartVault Client Portal Access
Monthly Reconciliation of 2 accounts (up to 50 transactions total)
Integration of a Project Management System or Point of Sale System
Quarterly Financial Reports
Quarterly Sales Tax Filing for 1 jurisdiction
Dedicated Account Manager
QuickBooks Online account management
SmartVault Client Portal Access
Monthly Reconciliation of 2 accounts (up to 100 transactions total)
Integration of a Project Management System or Point of Sale System
Monthly Financial Reports
Sales Tax Filing for 1 jurisdiction
Dedicated Account Manager
QuickBooks Online account management
SmartVault Client Portal Access
Monthly Reconciliation of 3 accounts (up to 150 transactions total)
Integration of a Project Management System or Point of Sale System
Monthly Financial Reports
Sales Tax Filing for 1 jurisdiction
Dedicated Account Manager
QuickBooks Online account management
SmartVault Client Portal Access
Monthly Reconciliation of 4 accounts (up to 300 transactions total)
Integration of a Project Management System or Point of Sale System
Monthly Financial Reports
Sales Tax Filing for 1 jurisdiction
Dedicated Account Manager
Corrections Support on Retainers, Invoices, and Purchase Orders