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Utopian Accelerate: Perform Tier

Building a Strong Foundation for Your Business Journey

The Perform tier is designed specifically for established businesses with 25+ employees seeking transformation and legacy building. Our most comprehensive service level builds upon all previous tiers, adding executive-level support through leadership mentoring, leader/owner support, lifecycle planning, change management, and quality management systems—all delivered with the same Christ-like compassion that defines our approach. This premier tier is ideal for businesses that have achieved significant scale but now face the complex challenges of maintaining excellence while planning for long-term impact, national expansion, and transitioning the business either via sale, acquisition, or IPO. 

Why Choose the Perform Tier?

The Perform tier is perfect for entrepreneurs who:

  • Have built a successful business and are now focused on creating a lasting legacy
  • Need executive-level leadership mentoring to develop their management team
  • Require comprehensive support for strategic planning and business transformation
  • Want to implement quality management systems that ensure consistent excellence
  • Are planning for business lifecycle transitions, including succession or exit strategies
  • Face the complex challenges of managing larger organizations with multiple departments
  • Seek to optimize organizational structure and culture for long-term sustainability
  • Are preparing for significant change initiatives or organizational transformations
  • Want to maximize their business’s impact on employees, customers, and communities
  • Desire connection with other executive-level leaders facing similar challenges
  • Are ready to give back by mentoring entrepreneurs in earlier stages of business
  • Recognize that building a lasting legacy requires both specialized expertise and compassionate guidance

What services are included in the Perform Tier?

CategoryActivityDescription
BookkeepingAccounts Payable PlatformQuickbooks Bill Pay Basic
BookkeepingAccounting PlatformQuickbooks Online - Simple Start Edition
BookkeepingBookkeeping ForformBookkeeping Forform service package (includes 100 AP payments, 100 Invoices, 1000 lines of data entry, and complex 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
BookkeepingPayroll ProcessingQuickbooks Online - Payroll Elite Processing Service Fees
BookkeepingAccounting PlatformQuickbooks Online - Plus Upgrade from Essential Edition
BookkeepingPayroll PlatformQuickbooks Online - Payroll Premium Upgrade from Payroll Core
BookkeepingAccounts Payable PlatformQuickbooks Bill Pay Elite
BookkeepingTimesheet ManagementMulti-state payroll management or certified payroll processing
BookkeepingPayroll PlatformQuickbooks Online - Payroll Elite upgrade from Payroll Premium
BookkeepingAccounting PlatformQuickbooks Online - Advanced Edition Upgrade from Plus
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.
Human ResourcesRegulatory ComplianceRegulatory compliance support specific to larger, multi-state organizations
Lifecycle SupportAnnual Strategic Lifecycle PlanningAnnual meeting to review long-term lifecycle strategies including acquisitions, divestitures, stock offerings, and other legacy considerations. Includes follow-up research and action items.
Lifecycle SupportQuarterly Strategic TouchpointsQuarterly meetings to review progress on annual project planning items
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)
MarketingMarketing Support BaselineMarketing Consulting and Support for key marketing platforms including maintenance of a website and 1 social media presence with routine updates
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)
MentoringQuarterly Grading/Feedback SessionQuarterly Grading/Feedback Session from the Mentor (1hr)
MentoringAnnual Reflection and Growth Plan UpdateAnnual Reflection and Growth Plan Update (2hr)
Process ImprovementBusiness Processes ReviewAnnual 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.
Process ImprovementQuality Management System SupportImplementation of quality management as a holistic approach and ongoing support for quality management
Process ImprovementTechnology Integration SupportSupport for ongoing integration of technology into process and quality management initiatives
Process ImprovementChange Management SupportChange management support to ensure alignment with Quality and Process Improvement goals and minimize negative organizational impacts.
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
Risk SupportCrisis Management FrameworkDevelopment and implementation of a crisis management framework for the organization
Risk SupportBusiness Continuity PlanningDevelopment and documentation of business continuity plans
Risk SupportQuarterly Risk and Compliance ReviewEvaluation of business risk framework relative to requirements, evaluation of changes, meeting to discuss findings, and implementation of remedial activities
Risk SupportRegulatory Compliance ReviewAdvanced compliance of regulatory requirements on a monthly basis including newly enacted rules/compliance requirements
Risk SupportBusiness Disaster TestingBusiness Disaster Testing/Tabletop exercises to prepare for risk events (4 For year)
Risk SupportRegulatory Compliance ReviewMainteneance of compliance documentation and monthly review of applicable regulatory requirements
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
Strategic SupportMonthly Strategy PlanningMonthly strategic planning meeting and follow-on activities to carry out objectives
Strategic SupportMonthly Financial Forformance ReviewAdvanced financial planning topics and additional follow-up action items
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)