What's Included in the Silver Plan
Everything in Copper, plus payroll and sales tax services
Payroll Services
From paychecks to tax filings, we handle every aspect of payroll—so you can focus on your team instead of worrying about deadlines, tax deposits, and ever-changing regulations.
What you get:
✓ Full payroll processing (all pay frequencies)
✓ Employee setup and management
✓ Quarterly federal and state tax filings (941, 940, SUTA)
✓ Annual W-2s, 1099s, and all required forms (may require additional fee)
✓ Payroll tax deposits and compliance
✓ Direct deposit and pay stub management
✓ QuickBooks Payroll Core subscription included
Why it matters:
Pay your team accurately and on time, every time. Avoid costly penalties from missed deadlines or incorrect filings. Sleep better knowing experts are handling your payroll compliance.
Sales Tax Filing & Compliance
Sales tax rules vary by state, city, and even product type—and the penalties for errors are steep. We track your sales tax obligations, file your returns on time, and ensure you're collecting and remitting the right amounts.
What you get:
✓ Monthly or quarterly sales tax filing
✓ Multi-state and multi-jurisdiction filing
✓ Sales tax nexus review and guidance
✓ Accurate tracking and reconciliation
✓ Deadline management and reminders
Why it matters:
Avoid penalties, interest, and audits. Stay compliant as your business grows across cities and states. Free up mental energy for revenue-generating activities instead of tax compliance stress.
All Copper Plan Features Included
Silver includes everything in our Copper Plan:
✓ Monthly transaction categorization and reconciliation
✓ Bank & credit card reconciliation
✓ Asset and liabilities reconciliation
✓ Monthly P&L & Balance Sheet
✓ A/R & A/P monitoring
✓ Monthly meetings with your Account Manager
✓ Mid-year and year-end review meetings
✓ Client portal & unlimited support
✓ QuickBooks Essentials subscription
Is the Silver Plan Right for Your Business?
The Silver plan is perfect for:
✓ Businesses with employees who need reliable payroll processing
✓ Companies that sell products and need sales tax compliance
✓ Growing businesses ready for comprehensive financial management
✓ Organizations tired of DIY payroll headaches
✓ Businesses that want one provider for bookkeeping AND payroll
Typical businesses we serve:
- Retailers with employees
- Restaurants and hospitality businesses
- Service companies with staff
- E-commerce businesses collecting sales tax
- Any business with 1-30 employees
What's NOT Included in Silver
The Silver plan does NOT include:
✗ Business tax return preparation (upgrade to Gold)
✗ Use tax, liquor tax, other specialty tax filings (upgrade to Gold)
✗ Management reporting with Cash Flow Analysis (upgrade to Gold)
Need business tax returns and year-round tax planning? Consider upgrading to our Gold plan.