Bronze
- Monthly accounting closing
- Monthly financial reporting package
- Work in Progress (WIP) & KPI analysis
- Monthly meeting with top management
- Unlimited calls and email communications
SIlver
- INCLUDES same Fractional services as bronze - Cash management & year-ending projection
- Liaison with outside CPA during audit or review
- Weekly planning meeting with top management
Gold
- INCLUDES SAME FRACTIONAL SERVICES AS silver - Oversee the information technology (IT) provider
- Insurance management including CCIP and/or OCIP
- Liaison with a CPA firm or tax preparer and tax planning
- Oversees banking, surety, and other brokers' relationship
Platinum
- INCLUDES SAME FRACTIONAL SERVICES as gold - Prepare strategic planning and business growth projection
- Participate in top management or Board of Directors meetings