New Client Plans & Pricing

Primary Plan

$399

  • QuickBooks Online Subscription

  • Up to 2 Bank or Credit Card Account Reconciliations

  • Categorize & Record transactions

  • Up to 50 Transactions classified and recorded

  • Monthly Financial Statements

  • Monthly Financial Summary

  • Unlimited Email Support

  • 1099 Reporting and electronic filing

Professional Plan

$499

  • QuickBooks Online Subscription

  • Up to 3 Bank or Credit Card Account Reconciliations

  • Categorize & Record transactions

  • Up to 75 Transactions classified and recorded

  • Monthly Financial Statements

  • Monthly Financial Summary

  • Unlimited Email Support

  • 1099 Reporting and electronic filing

  • Monthly Strategy Call/Video Conference (30 Mins)

  • Communication with Your CPA

Professional Plus

$625

  • QuickBooks Online Subscription

  • Up to 5 Bank or Credit Card Account Reconciliations

  • Categorize & Record transactions

  • Up to 150 Transactions classified and recorded

  • Monthly Financial Statements

  • Monthly Financial Summary

  • Unlimited Email Support

  • 1099 Reporting and electronic filing

  • Monthly Strategy Call/Video Conference (60 Mins)

  • Communication with Your CPA

  • Budgeting

 

Additional Services

Need a little extra help?

Clean Up Work (our books are a little messy)

Rescue Work (I have a shoe box of papers)

Need something else? Just ask!

Add-on Services

Payroll

Accounts Payable (Bill Pay)

Additional Bank or Credit Card Accounts

Additional Transactions

Custom Financial Reports