ACCOUNTING
| Feature | Bookkeeper Entry-Level Accounting Support |
Accountant Standard Accounting and Reconciliation |
Controller Advanced Financial Management |
CFO Strategic Financial Leadership |
|---|---|---|---|---|
| Accounting & Compliance | ||||
| Monthly Transaction Categorization | ✓ | ✓ | ✓ | ✓ |
| Bank & Credit Card Reconciliation | ✓ | ✓ | ✓ | ✓ |
| Adjusting Journal Entries | — | ✓ | ✓ | ✓ |
| Track Sales Tax | ✓ | ✓ | ✓ | ✓ |
| Accounts Payable Management | ＋ | ＋ | ＋ | ＋ |
| Accounts Receivable Management | ＋ | ＋ | ＋ | ＋ |
| Check Collection | ＋ | ＋ | ＋ | ＋ |
| Sales Tax Filing | ＋ | ＋ | ＋ | ＋ |
| Job Costing | ＋ | ＋ | ＋ | ＋ |
| Petty Cash Tracking | ＋ | ＋ | ＋ | ＋ |
| Class Tracking | ＋ | ＋ | ＋ | ＋ |
| Location Tracking | ＋ | ＋ | ＋ | ＋ |
| Financial Reporting | ||||
| Monthly Financial Statements | — | ✓ | ✓ | ✓ |
| Custom Reports & KPIs | — | — | ✓ | ✓ |
| Budget vs Actual Analysis | — | — | ✓ | ✓ |
| Advisory & Oversight | ||||
| Monthly Review Meeting | — | ✓ | ✓ | ✓ |
| Cash Flow Forecasting | — | — | ✓ | ✓ |
| Strategic Planning | — | — | — | ✓ |
| Business Valuation Insights | — | — | — | ✓ |
| Support & Communication | ||||
| Email Support | ✓ | ✓ | ✓ | ✓ |
| Dedicated Account Manager | — | ✓ | ✓ | ✓ |
| Phone & Video Consultations | — | — | ✓ | ✓ |
| Quarterly Strategy Review | — | — | ✓ | ✓ |
| Taxes & Payroll | ||||
| Payroll Processing | ✓ | ✓ | ✓ | ✓ |
| Payroll Tax Filings | ✓ | ✓ | ✓ | ✓ |
| Sales Tax Filings | — | ✓ | ✓ | ✓ |
| Income Tax Preparation | — | — | ✓ | ✓ |
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