START HERE

 
Start the process by selecting "customize my plan" below for the plan you think is the best fit. Questions or stuck? Chat below, or

Don't worry, we have no long term contracts. You can leave anytime with a 30-day notice.
    
Minimal Basic Complete Premier Deluxe
$ 122
Per Month / Billed Quarterly
$ 365
Per Month
$ 835
Per Month
$ 1385
Per Month
$ 2740
Per Month
Quarterly Bookkeeping
Full Report Package
Monthly Bookkeeping
Full Report Package
Weekly Bookkeeping
Custom Report Package
Daily Bookkeeping
Custom Report Package
Daily Bookkeeping
Custom Report Package
Plan Details
Secure Hosting
Plan Details
Secure Hosting
Plan Details
Secure Hosting
Plan Details
Secure Hosting
Plan Details
Secure Hosting
$725 Initial Setup$1450 Initial Setup$1450 Initial Setup$1450 Initial Setup$1450 Initial Setup
Perfect for Start-UpsAccess to Training & ExpertiseOn-Demand Web-MeetingsEnterprise Friendly PlanEnterprise Friendly Plan
Q&A
What qualifies as a Transaction?
 
A transaction is any check, deposit, paycheck, vendor payment, debit or credit card charge.
What qualifies as an Account?
 
An account is any bank, credit card, payment clearing, or payroll clearing on your books that experiences 30+ transactions a month. We reconcile Paypal accounts. Less than 30 transctions? It's free!
Do I need to buy QuickBooks?
 
Only if you want to use QuickBooks Enterprise. We can help you decide if a downgrade is possible. Quickbooks Premier is included in your subscription. If you like QuickBooks online we give you wholesale pricing.

Affordable Solutions to Meet Your Bookkeeping Needs

Love Us or Leave Us with 30-day Notice - No Long Term Contracts
 

     
 MinimalBasicCompletePremierDeluxe
Plan Features $122
Per Month / Billed Quarterly
$365
Per Month
$835
Per Month
$1385
Per Month
$2740
Per Month
  Quarterly Bookkeeping
Full Report Package
Monthly Bookkeeping
Full Report Package
Weekly Bookkeeping
Custom Report Package
Daily Bookkeeping
Custom Report Package
Daily Bookkeeping
Custom Report Package
Expert Bookkeeping TeamXXXXX
Accounting BasisCashCashAccrualAccrualAccrual
Account Reconciliation FrequencyQuarterly ReconciliationsMonthly ReconciliationsWeekly ReconciliationsDaily ReconciliationsDaily Reconciliations
Number of Monthly Transactions90 or FewerOver 90 TransactionsOver 90 TransactionsOver 90 TransactionsOver 90 Transactions
Accounts / Class Divisions Incl.Up to 3Up to 3Up to 3Up to 3Up to 5
Tax Preparer AccessXXXXX
AP Management  XXX
Number of Vendor Bills Incl.  Up to 80Up to 80Up to 200
Bill Pay Frequency  Twice Mo.WeeklyWeekly
Annual 1099 Filings  XXX
Payroll Mgmt - Twice Monthly   XX
Number of Employees   Up to 10 EmployeesUp to 30 Employees
Daily Sales Receipt Entry    X
Document Renaming Service    Up to 5 Hours
Period Close-Out & Review XXXX
Access to Forms & Templates XXXX
Process Review & Streamlining XXXX
Custom Reporting  XXX
Weekly Collaborative Mtgs.    X
Financial Document StorageXXXXX
CRM, POS, Inventory Mgmt Hosting
Web-based apps only
XXXXX
QuickBooks Premier Desktop
Included in Subscription
XXXXX
QuickBooks Online
Master Admin Req'd - Wholesale Rate
XXXXX
QuickBooks Enterprise
Enterprise License Not Incl.
   XX
Triple Gateway AccessXXXXX
VPN SSL SecurityXXXXX
 $725 Initial Setup$1450 Initial Setup$1450 Initial Setup$1450 Initial Setup$1450 Initial Setup
 Perfect for Start-UpsAccess to Training & ExpertiseOn-Demand Web-MeetingsEnterprise Friendly PlanEnterprise Friendly Plan
 
Q&A
What qualifies as a Transaction?
 
A transaction is any check, deposit, paycheck, vendor payment, debit or credit card charge.
What qualifies as an Account?
 
An account is any bank, credit card, payment clearing, or payroll clearing on your books that experiences 30+ transactions a month. We reconcile Paypal accounts. Less than 30 transctions? It's free!
Do I need to buy QuickBooks?
 
Only if you want to use QuickBooks Enterprise. We can help you decide if a downgrade is possible. Quickbooks Premier is included in your subscription. If you like QuickBooks online we give you wholesale pricing.

Customize Your Plan to Meet Your Needs

Everyone Is Unique - Pick What You Like and Leave the Rest
Select the Add-Ons You Need from the four categories below - Not sure? Don't worry, we will review your needs during onboarding.
 

WARNING: refreshing the page or pressing the 'back' button will erase your selections!
Addon Accounts - Classes - Vendor Bills
 

Accounts with fewer than 30 transactions are free!
- are Included in your plan
Add Accounts?
$65 / account / mo

Want a separate Profit & Loss by division or location?
Add Classes

$65 / class / mo

Add AP Mgmt
We record, pay, and reconcile Vendor Bills & Statements
Not enough bills in your plan?
Add Vendor Bills (sets of 40)

$85 / 40 additional bills

 

No Account Mgmt Needed.

When more is better
$0
Per Month
Addon Invoicing Services
 

We can help you invoice your customers


Standard Invoicing
Recurring Invoices sent on preset dates
$165 / mo


Custom Invoicing
Invoices that contain custom services - hours - reimbursements
Custom Hourly

 

 
 
 

Not at this time.

Ask Us About Payment Processing
$0
Per Month
Addon Payroll Mgmt.
 

We record your payroll detail by check and reconcile it to payroll reports & your bank account
Payroll Company Processing Required

Number of Employees

Payroll Frequency - Select One

  Monthly
$45 / 10 employees
  Twice Monthly
$85 / 10 employees
  Weekly
$145 / 10 employees

 

No Thank You!

- blocks of 10 employees x $-
$0
Per Month
Special Requests
 


Live recorded training in your own books
$65 / hr / upon request


Clean-up / Catch-up / Custom Work
Fallen behind? No Problem

$65 / hr / as needed


Document Scanning & Renaming
Mail, e-mail, or drag and drop your bills and receipts and we will take it from there
$22 / hr / as needed


Certified Payroll Setup & Prep
Sales Tax Filings - 1099 Prep

$65 / hr / upon request

We get your approval before we begin!
$-
Per Month

You are almost there!!!
 

You are customizing the MINIMAL plan

choose a different plan
  Expert Bookkeeping Team          Cash Basis          Quarterly Account Reconciliations          For Entities with 90 or Fewer Transactions Per Mo.          Up to 3 Accounts / Class Divisions          Tax Preparer Access       

You are customizing the BASIC plan

choose a different plan
  Expert Bookkeeping Team          Cash Basis          Monthly Account Reconciliations          For Entities with Up to 3 Accounts / Class Divisions          Period Close-Out & Review          Access to Forms & Templates          Process Review & Streamlining          Tax Preparer Access       

You are customizing the COMPLETE plan

choose a different plan
  Expert Bookkeeping Team          Accrual Basis          Weekly Account Reconciliations          For Entities with Up to 3 Accounts / Class Divisions          AP Management          Up to 40 Vendor Bills          Twice Monthly Bill Pay          Annual 1099 Filings          Period Close-Out & Review          Access to Forms & Templates          Process Review & Streamlining          Tax Preparer Access       

You are customizing the PREMIER plan

choose a different plan
  Expert Bookkeeping Team          Accrual Basis          Weekly Account Reconciliations          For Entities with Up to 3 Accounts / Class Divisions          AP Management          Up to 80 Vendor Bills          Weekly Bill Pay          Annual 1099 Filings          Payroll Management          Twice a Month Up to 10 Employees          Period Close-Out & Review          Access to Forms & Templates          Process Review & Streamlining          Tax Preparer Access       

You are customizing the DELUXE plan

choose a different plan
  Expert Bookkeeping Team          Accrual Basis          Weekly Account Reconciliations          For Entities with Up to 5 Accounts / Class Divisions          AP Management          Up to 200 Vendor Bills          Weekly Bill Pay          Annual 1099 Filings          Payroll Management          Twice a Month Up to 30 Employees          Daily Sales Receipt Entry          Document Renaming (up to 5 hrs)          Period Close-Out & Review          Access to Forms & Templates          Process Review & Streamlining          Tax Preparer Access
Q&A
Missed Something?
 
We will let you know if you need add-ons after we have a peek at your books.
Don't See Something You Need?
 
Be sure to ask us during your onboarding. We are a full-service firm and want to meet all your core accounting needs
How Quickly Can You Onboard?
 
Onboarding typically takes 3 – 5 days with full cooperation from you - What To Expect

Now Things Are Taking Shape

Only Finishing Touches Remain - You Are So Close to Freedom from Bookkeeping Stress
 

WARNING: refreshing the page or pressing the 'back' button will erase your selections!
Tell Us About You

Type of entity:
* Legal structure of entity:
* How many years in business:
* Industry and the nature of business operations (give us your elevator pitch):
* households & family trusts don't need to complete starred items.

We Need To Know About Your Current Bookkeeping File
 

  I have an existing QuickBooks Desktop file that needs to be migrated.

  I am staying in QuickBooks Online - we transfer your subscription to our wholesale account & save you money!

  I am using QuickBooks Online - Xero - Peachtree - or other software and want to convert to QuickBooks Desktop Premier.
Conversions range from $150 - $300 depending upon source software

  I want to start fresh with a new QuickBooks File.

  I am using QuickBooks Enterprise and want to downgrade if possible.
$230 per downgrade - hourly prep and file condense may be required

  I am using Enterprise and want to keep it that way. My industry version is
$885 premium for migration and setup of QuickBooks Enterprise files

  I'm not sure which version I'm using, I'd like to review this during onboarding.

 
Not Sure? Just select the last bubble and we will review your choice during onboarding.
 
contact name:contact number
My Bookkeeping Plan
 

 
SELECTED PLAN SUMMARY

 
  MINIMAL plan  
$- / month

 
Initial Setup
$0 due upon signing

 
Convenient Add-ons

Add-ons Monthly Cost
$- / month

 
change my selections

Invoiced on the 26, Auto Debited on the 1st
$-
Per Month

Congratulations! We look forward to serving you.