The Earned Difference
High Capability
Partial Capability
Limited/No Capability
Recordkeeper
Third Party Administrator
Broker-Dealer/
Financial Advisor
Doctor specific industry knowledge
Integration with practice accounting and payroll
Coordination with personal financial plan
Custom tailored plan design
Recordkeeping and participant access
Government filings and notices
Investment selection and monitoring
One-on-one investment support
Named plan fiduciary
High Capability
Partial Capability
Limited/No Capability
RIA
Broker-Dealer
Robo Advisor
DIY Investors
Doctor-specific career advisory for every life stage
Doctor-specific debt and lending guidance
Comprehensive wealth offering with integrated tax-smart approach
Sophisticated tax-smart strategies to optimize outcomes
Personal financial planning with CFPĀ® Professional
Tax preparation, accounting, and payroll services by in-house CPA*
Practice optimization for efficiency and savings
Specialized retirement plan services for practice owners
Insurance expertise, including disability and malpractice insurance
High Capability
Partial Capability
Limited/No Capability
*Services provided by Earned's affiliate entities.
Associate
Essential
Premier
Elite
Dedicated In-House Professional Team: Bookkeeping Specialist & Tax Manager
Timely and Consistent Categorization of Transactions
Monthly Reconciliation of Practice Bank, Credit Card, & Loan Accounts
Monthly Reconciliation of Payroll Reports to General Ledger
Monthly General Ledger Accounting of Practice Income & Expenses
Secure Document Portal
Reviewed Financials: Cash Flow, Profit & Loss and Balance Sheet
Practice Key Performance Indicators & Metrics
Mid-Year Tax Projection
6 Month Best Practice Review
Salary Review and Recommendation
Annual 1099 Reporting
Better Work/Life Balance
Payroll Tracking by Department
Monthly Financial Frequency Option
Multiple Principal Accounting
Multiple Location Accounting
Other Services Available Billed Separately:
Prior Period Catch-Up Accounting
Annual Business Personal Property Tax Statement
Annual Workers Compensation Audit
Annual Business License Renewal
Periodic Sales and Use Tax Preparation