Monthly Package Options
Low Tide
Steady Current
Steady Current
· Up to 75 transactions/month
· Monthly bank and credit card reconciliations
· Basic financial statements
· Quarterly check-in call (30 minutes)
· Email support
· Basic accounts receivable and payable tracking
· Year-end CPA coordination and reporting
· Providing organized financial reports for tax preparation
· Chart of Accounts Management
Steady Current
Steady Current
Steady Current
· All services in Starter Tide, plus:
· Up to 150 transactions/month
· Advanced accounts receivable and payable management
· Payroll processing and compliance support (for up to 5 employees):
· Monthly financial review call (60 minutes)
· 1099 Filing and Year-End Tax Preparation Support
· Budgeting and forecasting support
· Fixed Asset Management
High Tide
Steady Current
High Tide
· All services in Steady Current, plus:
· Unlimited transactions
· Support with workers' compensation audit preparation
· Financial health assessments and diagnostics
· State sales tax filing and compliance
· Business entity registration and compliance support
· Development of operational policies and procedures (limited to financial processe
· All services in Steady Current, plus:
· Unlimited transactions
· Support with workers' compensation audit preparation
· Financial health assessments and diagnostics
· State sales tax filing and compliance
· Business entity registration and compliance support
· Development of operational policies and procedures (limited to financial processes)
· Creating documentation for accounts payable, accounts receivable, etc.
· Customized dashboards and job profitability tracking
· Priority support and response within 24 hours