| | | | |
| Financial Management | Monthly Bookkeeping & Reconciliation | ✓ | ✓ | ✓ |
| Quarterly Tax Estimates | ✓ | ✓ | ✓ |
| Property Expense Tracking Setup | ✓ | ✓ | ✓ |
| Annual Business Strategy Review | ✓ | ✓ | ✓ |
| Basic tax planning strategies | ✓ | ✓ | ✓ |
| Basic Tax Prep of Personal Return | ✓ | ✓ | ✓ |
| Advanced tax planning strategies | | ✓ | ✓ |
| Monthly financial performance review | | ✓ | ✓ |
| Profit And Loss Reports and Analysis | | ✓ | ✓ |
| Cash flow optimization strategies | | ✓ | ✓ |
| STR Tax Savings Strategies | | Basic | Advanced |
| Multi-property accounting management | | | ✓ |
| Investment opportunity analysis | | | ✓ |
| Entity structure optimization | | | ✓ |
| | | | |
| Business Analysis | Basic occupancy rate analysis (quarterly) | ✓ | ✓ | Monthly |
| Basic tax planning strategies | ✓ | ✓ | ✓ |
| Comparative market analysis | ✓ | ✓ | ✓ |
| Annual Business Strategy Review | | ✓ | ✓ |
| Expansion planning support | ✓ | ✓ | ✓ |
| Business coaching session | | Quarterly | Monthly |
| Property portfolio optimization | | | ✓ |
| Advanced market analysis | | | ✓ |
| | | | |
| Support | Secure client Portal | ✓ | ✓ | ✓ |
| Monthly Newsletter Subscription | ✓ | ✓ | ✓ |
| Email Support | 48 Hours | 24 Hours | Priority |
| Virtual Assistant Service | | 5 Hours | 20 Hours |
| Quarterly Strategy Calls | | ✓ | ✓ |
| Direct Access to Senior Accountant | | | ✓ |
| Priority processing for all services | | | ✓ |
| Custom reporting as needed | | | ✓ |
| | | | |
| Monthly Value | $997 | $1797 | $2497 |
