Service Tiers

• Up to 249 Transactions

• Up to 3 Bank/Credit Card Accounts

• <10 Bills & <10 Invoices

• 1 Merchant Payment Processing Account

Core Monthly Deliverables:

• Reliable Bookkeeping

• Balance Sheet & Bank Account Reconciliation

• Monthly Close

• Prepared P&L, Balance Sheet

Advisory Services:

• Email Support

• Meetings as Requested

• 30 Minute Monthly Advisory Meeting

Monthly Reporting:

• Sage Wolf Partners Custom Insight Report

• Up to 399 Transactions

• Up to 5 Bank/Credit Card Accounts

• <50 Bills & <50 Invoices

• 1 Merchant Payment Processing Account

Core Monthly Deliverables:

• Everything in Essentials Tier

• Payroll: Up to 10 Employees/Contractors (paid bi-weekly or semi-monthly)

• AP Workflow (intake, Approvals, Scheduling)

• AR Workflows (Invoices + Aging & Follow-Up)

• Industry Benchmarking

Advisory Services:

• Priority Response

• Meetings as Requested

• 1 Hour Monthly Advisory Meeting

Monthly Reporting:

• Sage Wolf Partners Custom Clarity Report

• Up to 800 Transactions

• Up to 8 Bank/Credit Card Accounts

• Up to 100 Bills & 100 Invoices

• 3+ Merchant Payment Processing Accounts

Core Monthly Deliverables:

• Everything in Professional Tier

• Budget vs. Actual + Variance

• Margin/Pricing Review

• Vendor Optimization

Advisory Services:

• Premium Priority Response

• Meetings as Requested

• 2× 60 Minute Monthly Advisory Meetings

• Board Room Financial Package

Monthly Reporting:

• Sage Wolf Partners Custom Vision Report