• A "Zombie Subscription" report that typically saves you more than the audit cost in Month 1.

• A complete architectural map of your operations. 50% credited back if you hire us for the build.

• A comprehensive review of your Chart of Accounts and bank feeds to ensure tax compliance.

• A penetration test and configuration review of your Azure/AWS API Management layer.

Essentials plan includes

• Monitoring: Review run history for up to 3 core Power Automate flows once a week.
• Error Handling: Resubmit failed flow runs due to transient errors (e.g., API timeouts).
• User Management: Add/Remove users from specific SharePoint lists or Dataverse security roles (up to 2 requests/mo).
• Basic Troubleshooting: "My flow didn't run" investigation via email (48hr SLA).
• Platform Updates: Notification if a Microsoft update is about to break their existing connectors.

Growth plan includes

• Everything in Essential, plus:
• Proactive Alerts: Setup custom email alerts for when a critical integration fails.
• Minor Tweaks: Modifying an existing flow (e.g., "Change the email subject line" or "Add one new field to the SharePoint list").
• Data Cleanup: Monthly review of "Orphaned Records" (e.g., Contacts with no Accounts) in CRM.
• Documentation: Updating the "System Architecture Diagram" whenever a change is made.

Strategic Partner plan includes

• Everything in Growth, plus:
• Real-Time Monitoring: Setup Azure Application Insights for API traffic monitoring.
• Connector Management: Managing custom API keys and secret rotations (security best practice).
• New Build: Building one new standard automation per month (e.g., "When a DocuSign is signed, save to OneDrive").
• Priority "Red Phone": Same-day response if a business-critical system goes down.
• Vendor Liaison: You call Microsoft support on their behalf so they don't have to wait on hold.

Essential plan includes

• Monthly Strategy Call (45-60 mins): "What is broken? What are we buying?"
• Second Opinion: Reviewing a quote from another vendor (e.g., "Is this MSP charging me too much for laptops?").
• License Review: Quick check of Microsoft 365 admin center to identify unassigned licenses.

Growth plan includes

• Everything in Essential, plus:
• Bi-Weekly Calls: Two strategy sessions per month.
• Project Oversight: Checking in on other vendors (e.g., the web developer or MSP) to ensure they are delivering on time.
• Security Audit: Annual review of MFA status and Phishing simulation results.
• Software Vetting: Sitting on a demo call with a salesman to ask the hard technical questions for them.

Strategic Partner plan includes

• Everything in Growth, plus:
• Hiring Support: Writing job descriptions and interviewing candidates for internal IT roles.
• Budget Management: Building and maintaining their Annual IT Budget spreadsheet.
• Compliance: Helping fill out "Security Questionnaires" from their enterprise clients.
• Innovation Lab: Building a "Proof of Concept" (POC) for a new idea (e.g., "Can we use AI to write our emails? Let me build a quick demo").

Essentials plan includes

• Transaction Coding: Categorizing bank feed transactions (up to 75/mo).
• Reconciliation: Balancing the Checkbook and Credit Card against the bank statement.
• Receipt Management: Attaching receipts (via Hubdoc/Dext) to QBO transactions.
• Monthly Reports: Sending standard P&L and Balance Sheet (PDF).

Growth plan includes

• Everything in Essential, plus:
• Accounts Payable (AP): Setting up bills in Bill.com or Melio for the owner to approve.
• Accounts Receivable (AR): Sending invoice reminders to late-paying customers.
• Payroll Support: Running the bi-weekly payroll in Gusto (checking hours and clicking submit).
• Sales Tax: Filing the monthly/quarterly Sales Tax return (if applicable).

Strategic Partner plan includes

• Everything in Growth, plus:
• Cash Flow Forecasting: A 13-week look-ahead ("Will we have enough cash for payroll in March?").
• Budget vs. Actuals: "You spent $5k on marketing, but you only budgeted $2k. Why?"
• Departmental Reporting: Breaking down P&L by "Project" or "Department" (Class Tracking).
• KPI Dashboard: A custom detailed report (e.g., "Revenue per Employee" or "Gross Margin per Widget").