| Particulars | Monthly Fixed Fees | FTE - With Hourly Rate | Team Approach - With Hourly Rate | Block of Hours Package |
|---|---|---|---|---|
| How it works? | Monthly fees are charged at the start of each month. They are based on the number of transactions and reporting requirements that the business requires. | A dedicated staff will be assigned for you, who will directly be working under your supervision if you are a CPA or Accounting Firm. A fixed hourly rate will be decided based on the staff qualification and experience level. You will be charged weekly, based on the Time Sheet the staff will prepare daily basis at the hourly rate agreed. | A dedicated Team having experienced staff members will be assigned for your work, under the supervision of a Team Lead who will be communication with you. A fixed hourly rate will be decided with client post discussion. You will be charged weekly, based on the Time Sheet the team will prepare whenever you assign some work. | Buy pre-paid block of Bookkeeping Services Hours for your contract period as below and get the lucrative discounts.
The hours get reduced from Total available balance as and when you get the work done for your bookkeeping clients and any remaining hours at the end of contract period gets carried forward on contract renewal. In this approach, you get billed in advannce for the package you opt for and thereby having liberty of getting your cost pre-decided for a period. 1. 100-300 Hours for a contract period 3 months. 2. 301-600 Hours for a contract period of 6 months. 3. 601-1200 Hours for a contract period of 12 months. |
| Suitable for? | It is suitable for small businesses with limited number of Bank and Credit Card accounts having limited number of Transactions. | It is suitable for clients having fixed amount of daily work like CPAs and Accounting Firm having multiple accounting clients. | It is suitable for clients who are not sure of they work flow pattern and can estimate the number of hours they will be having work for, in a month. CPAs and Accounting Firm having few recurring accounting clients can go with this approach. | It is suitable for small and medium sized accounting and CPA Firms having fixed number of monthly bookkeeping clients wherein the workload hours can be estimated for a specific period and work flow pattern in uneven because of clients' responsiveness. |
| Particulars | Per Return Basis (Level Based Pricing Model) |
FTE - With Hourly Rate | Team Approach - With Hourly Rate | Block of Hours Package |
|---|---|---|---|---|
| How it works? | CPA Firms and Enrolled Agents pay per Return basis in this model. The charges per returns depend on complexity involved and number of hours required per return. A Level Based Pricing Brochure will be provided to clients opting for this model. | A dedicated staff will be assigned for you, who will directly be working under your supervision if you are a CPA Firm or EA. A fixed hourly rate will be decided based on the staff qualification and experience level. You will be charged weekly, based on the Time Sheet the staff will prepare daily basis at the hourly rate agreed. | A dedicated Team having experienced staff members will be assigned for your work, under the supervision of a Team Lead who will be communication with you. A fixed hourly rate will be decided with client post discussion. You will be charged weekly, based on the Time Sheet the team will prepare whenever you assign some work. | Buy pre-paid block of Preparation for Number of Tax Returns for your contract period as below and get the lucrative discounts.
The Tax Returns get reduced from Total available balance as and when you get the your tax returns prepared and any remaining balance of tax returns gets carried forward on contract renewal. In this approach, you get billed in advannce for the package you opt for and thereby having liberty of getting your cost pre-decided for a period. 1. 50-100 Tax Returns for Half (1st or 2nd) of the year. 2. 101 - 500 Tax Returns per annum. 3. 501 - 1000 Tax Returns per annum. |
| Suitable for? | It is suitable for clients with similar sort of tax returns and having big number for tax returns to be prepared. Based on our Level based Pricing Brochure, CPAs and EA's can estimate their total cost before assigning tax returns to be prepared at Symbiosis in this approach. | It is suitable for clients having fixed amount of daily work like CPAs and EAs having multiple tax returns to be prepared and are sure of daily tax returns workload. | It is suitable for clients who are not sure of they work flow pattern and can estimate the number of tax return they will be having in a month or during tax season. CPA Firms and EAs having fixed number of tax returns should go with this Approach. | It is suitable for small and medium sized CPA and Tax Firms having fixed number of tax returns wherein the number of tax returns coming in, can be estimated for a specific period (tax season or extended tax season) and work flow pattern in uneven because of clients' responsiveness. |
