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Welcome to the sign up interview!
Get started by making a plan selection.
Minimal
$ 165
Monthly
Monthly
Basic
$ 405
Monthly
Monthly
Complete
$ 970
Monthly
Monthly
Premier
$ 1835
Monthly
Monthly
Deluxe
$ 2780
Monthly
Monthly
Quarterly Bookkeeping
Cash BasisPerfect for Start-Ups
$1050 Initial SetupPlan Features
Expert Bookkeeping Team
Full Report Package
Quarterly Reconciliations
90 Transactions or Fewer
Up to 3 Accounts / Class Divisions
Tax Preparer Access
Tech Stack Details
Unlimited Financial Document Storage
CRM, POS, Inventory Mgmt Integration
Web-based apps only
You Choose:
QuickBooks™️ Online
QuickBooks™️ Online Advanced
Custom Dashboard
Mobile App Toolkit
Monthly Bookkeeping
Cash BasisOn-Demand Custom Work
$1450 Initial SetupPlan Features
Expert Bookkeeping Team
Full Report Package
Monthly Reconciliations
Up to 3 Accounts / Class Divisions
Period Close-Out & Review
Access to Business Tools
Process Review & Streamlining
Tax Preparer Access
Tech Stack Details
Unlimited Financial Document Storage
CRM, POS, Inventory Mgmt Integration
Web-based apps only
You Choose:
QuickBooks™️ Online
QuickBooks™️ Online Advanced
Custom Dashboard
Mobile App Toolkit
Weekly Bookkeeping
Accrual BasisOn-Demand Web Meetings
$1650 Initial SetupPlan Features
Expert Bookkeeping Team
Custom Reports
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
Tech Stack Details
Financial Document Storage
CRM, POS, Inventory Mgmt Integration
Web-based apps only
You Choose:
QuickBooks™️ Online
QuickBooks™️ Online Advanced
Custom Dashboard
Mobile App Toolkit
Daily Bookkeeping
Accrual BasisEnterprise Friendly Plan
$1850 Initial SetupPlan Features
Expert Bookkeeping Team
Custom Reports
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
Tech Stack Details
Unlimited Financial Document Storage
CRM, POS, Inventory Mgmt Integration
Web-based apps only
You Choose:
QuickBooks™️ Online
QuickBooks™️ Online Advanced
Custom Dashboard
Mobile App Toolkit
Daily Bookkeeping
Accrual BasisEnterprise Friendly Plan
$2250 Initial SetupPlan Features
Expert Bookkeeping Team
Custom Reports
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
Tech Stack Details
Unlimited Financial Document Storage
CRM, POS, Inventory Mgmt Integration
Web-based apps only
You Choose:
QuickBooks™️ Online
QuickBooks™️ Online Advanced
Custom Dashboard
Mobile App Toolkit
Found what you need?
Select 'Next Step' to continue setting up your plan.
YOU CANNOT CONTINUE WITHOUT SELECTING A PLAN
Looking for a plan that doesn't include bookkeeping?
Select 'Other Plan Types' to continue.
Select 'Next Step' to continue setting up your plan.
YOU CANNOT CONTINUE WITHOUT SELECTING A PLAN
Looking for a plan that doesn't include bookkeeping?
Select 'Other Plan Types' to continue.
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Paying Your Bills
NO PLAN SELECTED, PLEASE GO BACK AND SELECT A PLAN.
--
This is enough.
I need to add more.
I'm not sure, let's talk about it.
Great! Select 'next step' to continue.
Add sets of 40 more billed at $85/month for each additional set of 40.
No problem! This will be marked as 'to be determined' (TBD) on your contract. We will discuss during your onboarding.
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Invoicing & Receivables Management
NO PLAN SELECTED, PLEASE GO BACK AND SELECT A PLAN.
Do you want our help with invoicing your customers, running their payments, or entering sales receipts?
I don't need AR management.
I will require AR management.
I'm not sure, let's talk about it.
Great! Select 'next step' to continue.
AR management is available at $75 per hour. We will note this requirement for your account.
No problem! This will be marked as 'to be determined' (TBD) on your contract. We will discuss during your onboarding.
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Reconciling past books
NO PLAN SELECTED, PLEASE GO BACK AND SELECT A PLAN.
Do you need our help to get your bookkeeping cleaned-up or caught-up for past periods?
I won't need help.
I will need help.
I'm not sure, let's talk about it.
Great! Select 'next step' to continue.
Clean-up and/or catch-up service will be available at $100 per hour. We will note this requirement for your account.
No problem! This will be marked as 'to be determined' (TBD) on your contract. We will discuss during your onboarding.
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Multiple Accounts
NO PLAN SELECTED, PLEASE GO BACK AND SELECT A PLAN.
Your plan comes with -- accounts and class divisions, do you want more?
NOTE: an account is any bank, credit card, or clearing account on your books. Less than 10 transactions? It's free!
No, I don't need additional accounts and class divisions.
Yes, I need additional accounts and class divisions.
I'm not sure, let's talk about it.
Great! Select 'next step' to continue.
NOTE: Three per month are already included.
Add at $85/mo. each
No problem! This will be marked as 'to be determined' (TBD) on your contract. We will discuss during your onboarding.
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Payroll
NO PLAN SELECTED, PLEASE GO BACK AND SELECT A PLAN.
Do you want us to record payroll detail to the books and reconcile?
No, I don't need payroll detail.
Yes, I need payroll detail in my books.
I'm not sure, let's talk about it.
Great! Select 'next step' to continue.
We process payroll
We have employees.
NOTE: For each block of 25 employees, the cost for processing payroll is $85/month. Payroll for the first 25 employees is already included with Deluxe and Premier plans.
No problem! This will be marked as 'to be determined' (TBD) on your contract. We will discuss during your onboarding.
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Quickbooks
NO PLAN SELECTED, PLEASE GO BACK AND SELECT A PLAN.
What type of QuickBooks™️ License do you need?
QuickBooks™️ Online Plus.
QuickBooks™️ Online Advanced.
Help me decide.
You've selected QBO Plus for up to three users.
You've selected QBO Advanced for up to five users. Reporting dashboard included.
We will discuss your needs together and find the right option for you.
Review Your Selections
NO PLAN SELECTED, PLEASE GO BACK AND SELECT A PLAN.
Initial Setup Fee: 0
Plan Price: 0 billed quarterly
Initial Setup Fee: 0
Plan Price: 0 billed quarterly
Step 2: Paying Your Bills
No additional billpay
You added -- sets of 40 billsAdd-on Price: $0/month We'll talk about it after sign up.
Step 3: Customer Sales and Invoicing
Add-on Price: $75/hour We'll talk about it after sign up.
Step 4: Reconciling Past Books
Add-on Price: $100/hour We'll talk about it after sign up.
Step 5: Multiple Accounts
Add-on Price: $0/month We'll talk about it after sign up.
Step 6: Payroll
Add-on Price: $0/month We'll talk about it after sign up.
Step 7: QuickBooks™️
MSRP You've selected QBO Advanced for up to five users.
MSRP You've selected QBE. An additional license is required, hosting provided. Ask us for more details.
Price: $160/month We'll talk about it after sign up.