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Utopian Accelerate Tier Comparison
Service Components by Utopian Accelerate Tier
| Bookkeeping | ||||||
| Category | Activity | Description | Foundation | Growth | Scale | Perform |
| Bookkeeping | Accounts Payable Platform | Quickbooks Bill Pay Basic | x | x | x | x |
| Bookkeeping | Accounting Platform | Quickbooks Online - Simple Start Edition | x | x | x | x |
| Bookkeeping | Bookkeeping Foundation | Bookkeeping foundation service package (includes 20 AP payments, 20 Invoices, 200 lines of data entry, and basic monthly reporting | x | |||
| Bookkeeping | Bookkeeping Growth | Bookkeeping Growth service package (includes 50 AP payments, 50 Invoices, 500 lines of data entry, and detailed monthly reporting | x | |||
| Bookkeeping | Bookkeeping Scale | Bookkeeping Scale service package (includes 75 AP payments, 75 Invoices, 750 lines of data entry, and advanced monthly reporting | x | |||
| Bookkeeping | Bookkeeping Perform | Bookkeeping Perform service package (includes 100 AP payments, 100 Invoices, 1000 lines of data entry, and complex monthly reporting | x | |||
| Bookkeeping | Payroll Processing | Quickbooks Online - Payroll Premuim Processing Service Fees | x | x | x | |
| Bookkeeping | Payroll Processing | Quickbooks Online - Payroll Processing Service Fees | x | x | x | |
| Bookkeeping | Accounts Payable Platform | Quickbooks Bill Pay Premium | x | x | x | |
| Bookkeeping | Accounting Platform | Quickbooks Online - Essential Edition Upgrade from Simple Start | x | x | x | |
| Bookkeeping | Payroll Platform | Quickbooks Online - Payroll Core | x | x | x | |
| Bookkeeping | Payroll Management | Payroll Management and Processing per Employee & Contractor | x | x | x | |
| Bookkeeping | Timesheet Management | Timesheet Management including corrections and job costing | x | x | x | |
| Bookkeeping | Payroll Processing | Quickbooks Online - Payroll Elite Processing Service Fees | x | |||
| Bookkeeping | Accounting Platform | Quickbooks Online - Plus Upgrade from Essential Edition | x | |||
| Bookkeeping | Payroll Platform | Quickbooks Online - Payroll Premium Upgrade from Payroll Core | x | |||
| Bookkeeping | Accounts Payable Platform | Quickbooks Bill Pay Elite | x | |||
| Bookkeeping | Timesheet Management | Multi-state payroll management or certified payroll processing | x | |||
| Bookkeeping | Payroll Platform | Quickbooks Online - Payroll Elite upgrade from Payroll Premium | x | |||
| Bookkeeping | Accounting Platform | Quickbooks Online - Advanced Edition Upgrade from Plus | x | |||
| Cybersecurity | ||||||
| Category | Activity | Description | Foundation | Growth | Scale | Perform |
| Cybersecurity | Security Monitoring and Incident Response | Cybersecurity Monitoring, Incident Response, Endpoint protection including security posture and vulnerability management included for 1 endpoint | x | x | x | x |
| Cybersecurity | Semi-Annual Security Awareness Training | Semi-Annual Security Awareness Training | x | x | x | x |
| Cybersecurity | Password Management | Enterprise grade password management platform from Keeper Security is included for all users | x | x | x | x |
| Cybersecurity | Quarterly Security Reporting and Access Control Review | Quarterly Security Reporting and Access Control Review | x | x | x | |
| Cybersecurity | Annual Cybersecurity Compliance Support | Annual Cybersecurity Compliance and Documentation Support per compliance standard | o | o | x | |
| Lifecycle Management | ||||||
| Category | Activity | Description | Foundation | Growth | Scale | Perform |
| Lifecycle Support | Annual Strategic Lifecycle Planning | Annual meeting to review long-term lifecycle strategies including acquisitions, divestitures, stock offerings, and other legacy considerations. Includes follow-up research and action items. | x | |||
| Lifecycle Support | Quarterly Strategic Touchpoints | Quarterly meetings to review progress on annual project planning items | x | |||
| Marketing | ||||||
| Category | Activity | Description | Foundation | Growth | Scale | Perform |
| Human Resources | Annual Policy Review and Update | Human Resources Policy Development, Updates, and Reviews performed Annually | x | x | x | |
| Human Resources | Employee Issue Support/Intervention | Ongoing employee/contractor incident response support and intervention services | x | x | x | |
| Human Resources | Employee Employment Support | Ongoing employee/contractor communication review, Q&A, and backend documentation | x | x | x | |
| Human Resources | Benefits Management/Enrollment | Employee Benefit Management, Enrollment, and Support. Contractor documentation and support. | x | x | x | |
| Human Resources | Regulatory Compliance | Regulatory compliance support specific to larger, multi-state organizations | x | |||
| Marketing | ||||||
| Category | Activity | Description | Foundation | Growth | Scale | Perform |
| Marketing | Social Media Strategy | Review of social media strategy, outreach, and active social media marketing efforts | x | x | x | |
| Marketing | Sales Collateral | Basic sales collateral development (business cards, logos, 2 brochure per year) | x | x | x | |
| Marketing | CRM Software | GoHighLevel Client Subscription - Unlimited Users | x | x | ||
| Marketing | CRM Management | Support and basic optimization of the GoHighLevel CRM including basic funnel setup, creation and website integration of a basic video funnel, and ongoing optimization of the CRM configuration. | x | x | ||
| Marketing | Social Marketing Outreach | Marketing outreach via social media and local search engine listing services. This includes local search service support, 2 social media presences with routine updates, weekly video reel creation, organic social network development, management of paid advertising and reporting on social marketing outreach. | x | x | ||
| Marketing | Website Management | Management and monthly updates to a single website, includes basic SEO optimization and keyword reporting | x | x | ||
| Mentoring | ||||||
| Category | Activity | Description | Foundation | Growth | Scale | Perform |
| Mentoring | Monthly Mentoring Meetings and Planning Sessions | Monthly Mentoring Meeting and Planning Session for the leadership team (1hr) | x | x | x | x |
| Mentoring | Bi-Weekly Mentoring Meeting | Bi-Weekly Mentoring Meetings and Planning Sessions (Upgrade from Monthly) (1hr) | x | x | x | |
| Mentoring | Quarterly Grading/Feedback Session | Quarterly Grading/Feedback Session from the Mentor (1hr) | x | |||
| Mentoring | Annual Reflection and Growth Plan Update | Annual Reflection and Growth Plan Update (2hr) | x | |||
| Process Improvement | ||||||
| Category | Activity | Description | Foundation | Growth | Scale | Perform |
| Process Improvement | Business Processes Review | Annual review of all business processes to identity processes that would benefit from improvements and then prioritzation for action and the implementation of 4 processes to improve over the course of the year. | x | |||
| Process Improvement | Quality Management System Support | Implementation of quality management as a holistic approach and ongoing support for quality management | x | |||
| Process Improvement | Technology Integration Support | Support for ongoing integration of technology into process and quality management initiatives | x | |||
| Process Improvement | Change Management Support | Change management support to ensure alignment with Quality and Process Improvement goals and minimize negative organizational impacts. | x | |||
| Risk Support | ||||||
| Category | Activity | Description | Foundation | Growth | Scale | Perform |
| Risk Support | Regulatory Compliance Review | Evaluation of organizational compliance with applicable regulatory bodies (local, state, federal) and correction of any deficiencies on an annual basis | x | x | x | x |
| Risk Support | Annual Insurance Review | Business risk evaluation, insurance requirement evaluation, and recommendation development | x | x | x | |
| Risk Support | Annual Insurance Negotiation | Insurance carrier option development, negotiation, and selection support | x | x | x | |
| Risk Support | Regulatory Compliance Review | Additional evaluations of organizational compliance with applicable regulatory bodies (local, state, federal) and correction of any deficiencies on an annual basis | x | x | x | |
| Risk Support | Crisis Management Framework | Development and implementation of a crisis management framework for the organization | x | |||
| Risk Support | Business Continuity Planning | Development and documentation of business continuity plans | x | |||
| Risk Support | Quarterly Risk and Compliance Review | Evaluation of business risk framework relative to requirements, evaluation of changes, meeting to discuss findings, and implementation of remedial activities | x | |||
| Risk Support | Regulatory Compliance Review | Advanced compliance of regulatory requirements on a monthly basis including newly enacted rules/compliance requirements | x | |||
| Risk Support | Business Disaster Testing | Business Disaster Testing/Tabletop exercises to prepare for risk events (4 per year) | x | |||
| Risk Support | Regulatory Compliance Review | Mainteneance of compliance documentation and monthly review of applicable regulatory requirements | x | |||
| Strategic Support | ||||||
| Category | Activity | Description | Foundation | Growth | Scale | Perform |
| Strategic Support | Annual Strategic Plan Development | Support for the development of a strategic plan for the next year. | x | x | x | x |
| Strategic Support | Annual Strategic Plan Development | Advanced Strategic Planning Upgrade from Standard | x | x | x | |
| Strategic Support | Quarterly Market Positioning Review | Data gathering on competitive landscapes, industry roadmaps, market conditions, and potential threats/opportunities | x | x | x | |
| Strategic Support | Quarterly Operation Efficiency Review | Review of organizational performance on key internal and external performance metrics and indicators | x | x | x | |
| Strategic Support | Monthly Financial Performance Review | Monthly meeting to review financial performance, cashflow, trends, and provide feedback on key financial activities | x | x | x | |
| Strategic Support | Quarterly Strategic Performance Grading | Evaluation of organization performance relative to the establish annual strategic plan with an opportunity to adjust targets/goals and evaluation performance deviations from target | x | x | x | |
| Strategic Support | Advanced Monthly Financial Performance Review | Advanced financial planning topics and additional follow-up action items | x | x | ||
| Strategic Support | Monthly Strategy Planning | Monthly strategic planning meeting and follow-on activities to carry out objectives | x | |||
| Technology Support | ||||||
| Category | Activity | Description | Foundation | Growth | Scale | Perform |
| Technology | Per Technology End-User | Per Technology End-User Software and Support (includes 1 enduser and 1 enduser device, Office 365 Business Standard License, Office365 Backup Service, and up to 2 additional cloud services to be managed) - all employees greater than 20hrs per week are 1, while all employees less than 20 hours per week are 0.5 | x | x | x | x |
| Technology | Physical Network Support | Physical Network Support (includes up to 1 firewall, 1 wireless access point, 2 switches) | o | o | o | o |
| Technology | Server Support | Per Managed Server support service includes all maintenance and setup tasks (server hardware, licensing and any software billed separately) | o | o | o | o |
| Technology | Wireless Bridge Support | Management and support of wireless radio bridges to connect to on-premise areas | o | o | o | o |
X = Included, O = Optional