Take a look at our plans below. When you find one that matches your needs and budget click Get A Quote to customize and price your selection.
| Minimal | Basic | Complete | Premier | Deluxe |
| $ 165 Per Month / Billed Quarterly |
$ 405 Per Month |
$ 970 Per Month |
$ 1835 Per Month |
$ 2780 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 |
| [simple_tooltip content='Expert Bookkeeping Team Cash Basis Quarterly Reconciliations 90 or Fewer Quarterly Transactions Up to 3 Accounts / Class Divisions Tax Preparer Access ']Plan Details[/simple_tooltip] [simple_tooltip content='Cloud Platform Unlimited Financial Document Storage Financial Toolkit for mobile Receipt Scanner Mileage Tracker Financial Calculators BillPay Approval QuickBooks™ Online enjoy wholesale pricing CRM, POS, Inventory Practice Mgmt. App Integration web-based only Identity Access Mgmt. MFA Security ']Secure Platform[/simple_tooltip] |
[simple_tooltip content='Expert Bookkeeping Team Cash Basis Monthly Reconciliations Up to 3 Accounts / Class Divisions Period Close-Out & Review Access to Business Tools Process Review & Streamlining Tax Preparer Access ']Plan Details[/simple_tooltip] [simple_tooltip content='Cloud Platform Unlimited Financial Document Storage Financial Toolkit for mobile Receipt Scanner Mileage Tracker Financial Calculators BillPay Approval QuickBooks™ Online enjoy wholesale pricing CRM, POS, Inventory Practice Mgmt. App Integration web-based only Identity Access Mgmt. MFA Security ']Secure Platform[/simple_tooltip] |
[simple_tooltip content='Expert Bookkeeping Team Accrual Basis Weekly Reconciliations 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 Business Tools Process Review & Streamlining Tax Preparer Access ']Plan Details[/simple_tooltip] [simple_tooltip content='Cloud Platform Unlimited Financial Document Storage Financial Toolkit for mobile Receipt Scanner Mileage Tracker Financial Calculators BillPay Approval QuickBooks™ Online enjoy wholesale pricing CRM, POS, Inventory Practice Mgmt. App Integration web-based only Identity Access Mgmt. MFA Security ']Secure Platform[/simple_tooltip] |
[simple_tooltip content='Expert Bookkeeping Team Accrual Basis Daily Reconciliations 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 25 Employees Period Close-Out & Review Access to Business Tools Process Review & Streamlining Tax Preparer Access ']Plan Details[/simple_tooltip] [simple_tooltip content='Cloud Platform Unlimited Financial Document Storage Financial Toolkit for mobile Receipt Scanner Mileage Tracker Financial Calculators BillPay Approval QuickBooks™ Online Plus enjoy wholesale pricing QuickBooks™ Online Advanced reporting dashboard incl. CRM, POS, Inventory Practice Mgmt. App Integration web-based only Identity Access Mgmt. MFA Security ']Secure Platform[/simple_tooltip] |
[simple_tooltip content='Expert Bookkeeping Team Accrual Basis Daily Reconciliations 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 25 Employees Daily Sales Receipt Entry Document Renaming (up to 5 hrs) Period Close-Out & Review Access to Business Tools Process Review & Streamlining Tax Preparer Access ']Plan Details[/simple_tooltip] [simple_tooltip content='Cloud Platform Unlimited Financial Document Storage Financial Toolkit for mobile Receipt Scanner Mileage Tracker Financial Calculators BillPay Approval QuickBooks™ Online Plus enjoy wholesale pricing QuickBooks™ Online Advanced reporting dashboard incl. CRM, POS, Inventory Practice Mgmt. App Integration web-based only Identity Access Mgmt. MFA Security ']Secure Platform[/simple_tooltip] |
| $1050 Initial Setup | $1450 Initial Setup | $1650 Initial Setup | $1850 Initial Setup | $2250 Initial Setup |
| Perfect for Start-Ups | Access to Training & Expertise | Audit Ready | CPA Collaboration | On-Demand Web-Meetings |
| 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 10+ transactions a month. We reconcile Paypal accounts. Less than 10 transactions? It's free! |
What if I need help with accounting tasks that aren't listed in the plan? All of our service plans allow customization so you can add needed services. We also fulfill any Custom Hourly Requests at $75/hr. |