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Utopian Accelerate: Growth Tier

Building a Strong Foundation for Your Business Journey

The Growth tier is designed specifically for established small businesses with 2-25 employees seeking operational stability and excellence. This comprehensive tier builds upon the Foundation tier services, providing enhanced support for businesses that have moved beyond the inception phase and are now focused on establishing robust systems and processes. All services are delivered with the same Christ-like compassion that defines our approach, ensuring you receive both professional expertise and genuine care.

Why Choose the Growth Tier?

The Growth tier is perfect for entrepreneurs who:

  • Have established their business and are ready for the next level of operational excellence
  • Is starting to hire employees or contractors
  • Needs additional financial controls or service volumes
  • Requires additional support and assistance with regulatory compliance
  • Has more complex business challenges

What services are included in the Growth Tier?

CategoryActivityDescription
BookkeepingAccounts Payable PlatformQuickbooks Bill Pay Basic
BookkeepingAccounting PlatformQuickbooks Online - Simple Start Edition
BookkeepingBookkeeping GrowthBookkeeping base service package (includes 50 AP payments, 50 Invoices, 500 lines of data entry, and basic monthly reporting)
BookkeepingPayroll ProcessingQuickbooks Online - Payroll Premuim Processing Service Fees
BookkeepingPayroll ProcessingQuickbooks Online - Payroll Processing Service Fees
BookkeepingAccounts Payable PlatformQuickbooks Bill Pay Premium
BookkeepingAccounting PlatformQuickbooks Online - Essential Edition Upgrade from Simple Start
BookkeepingPayroll PlatformQuickbooks Online - Payroll Core
BookkeepingPayroll ManagementPayroll Management and Processing For Employee & Contractor
BookkeepingTimesheet ManagementTimesheet Management including corrections and job costing
CybersecuritySecurity Monitoring and Incident ResponseCybersecurity Monitoring, Incident Response, Endpoint protection including security posture and vulnerability management included for 1 endpoint
CybersecuritySemi-Annual Security Awareness TrainingSemi-Annual Security Awareness Training
CybersecurityQuarterly Security Reporting and Access Control ReviewQuarterly Security Reporting and Access Control Review
CybersecurityPassword ManagementEnterprise grade password management platform from KeeFor Security is included for all users
Document ManagementDocument ScannerDocument Scanner Platform Lease, Support, and Baseline ingestion of 50 documents For month with workflow
Human ResourcesAnnual Policy Review and UpdateHuman Resources Policy Development, Updates, and Reviews Forformed Annually
Human ResourcesEmployee Issue Support/InterventionOngoing employee/contractor incident response support and intervention services
Human ResourcesEmployee Employment SupportOngoing employee/contractor communication review, Q&A, and backend documentation
Human ResourcesBenefits Management/EnrollmentEmployee Benefit Management, Enrollment, and Support. Contractor documentation and support.
MarketingSocial Media StrategyReview of social media strategy, outreach, and active social media marketing efforts
MarketingSales CollateralBasic sales collateral development (business cards, logos, 2 brochure For year)
MentoringMonthly Mentoring Meetings and Planning SessionsMonthly Mentoring Meeting and Planning Session for the leadership team (1hr)
MentoringBi-Weekly Mentoring MeetingBi-Weekly Mentoring Meetings and Planning Sessions (Upgrade from Monthly) (1hr)
Risk SupportRegulatory Compliance ReviewEvaluation of organizational compliance with applicable regulatory bodies (local, state, federal) and correction of any deficiencies on an annual basis
Risk SupportAnnual Insurance ReviewBusiness risk evaluation, insurance requirement evaluation, and recommendation development
Risk SupportAnnual Insurance NegotiationInsurance carrier option development, negotiation, and selection support
Risk SupportRegulatory Compliance ReviewAdditional evaluations of organizational compliance with applicable regulatory bodies (local, state, federal) and correction of any deficiencies on an annual basis
Strategic SupportAnnual Strategic Plan DevelopmentSupport for the development of a strategic plan for the next year.
Strategic SupportAnnual Strategic Plan DevelopmentAdvanced Strategic Planning Upgrade from Standard
Strategic SupportQuarterly Market Positioning ReviewData gathering on competitive landscapes, industry roadmaps, market conditions, and potential threats/opportunities
Strategic SupportQuarterly OForation Efficiency ReviewReview of organizational Forformance on key internal and external Forformance metrics and indicators
Strategic SupportMonthly Financial Forformance ReviewMonthly meeting to review financial Forformance, cashflow, trends, and provide feedback on key financial activities
Strategic SupportQuarterly Strategic Forformance GradingEvaluation of organization Forformance relative to the establish annual strategic plan with an opportunity to adjust targets/goals and evaluation Forformance deviations from target
TechnologyTechnology SupportTechnology Support 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)