Choose a plan that’s
right for you.
Small
Business
$100 Quickbooks Setup Fee
OR
Free Connection to Client Quickbooks
******
$450 is the retainer fee
900 one-time cleanup fee includes:
reconcile past and current year books
customized chart of accounts
connect all accounts
update all reporting
$
450
/monthly
-
First payment due in 30 days
-
Includes QuickBooks Monthly Service
-
Discounted EOY Tax Preparation
-
Dedicated Bookkeeper
-
Checking & Credit 100 monthly transactions (cash basis)
-
Checking & Credit Card transactions
-
Monthly Reconciliation
-
Onboarding: 1-2 Weeks
-
Secure Upload Platform
-
Standard Financial Statements
-
Average Gross Revenue
up to $250,000+
Medium
Business
$100 Quickbooks Setup Fee
OR
Free Connection to Client Quickbooks
******
$575 is the retainer fee
1,150 one-time cleanup fee includes:
reconcile past and current year books
customized chart of accounts
connect all accounts
update all reporting
$
575
/monthly
-
First payment due in 30 days
-
Includes QuickBooks Monthly Service
-
Discounted EOY Tax Preparation
-
Dedicated Bookkeeper
-
Checking & Credit 100 monthly transactions (cash basis)
-
Checking & Credit Card transactions
-
Monthly Reconciliation
-
Onboarding: 2-3 Weeks
-
Secure Upload Platform
-
Standard Financial Statements
-
Average Gross Revenue
up to $500,000+
Large
Business
$100 Quickbooks Setup Fee
OR
Free Connection to Client Quickbooks
******
$825 is the retainer fee
1,650 one-time cleanup fee includes:
reconcile past and current year books
customized chart of accounts
connect all accounts
update all reporting
$
825
/monthly
-
First payment due in 30 days
-
Includes QuickBooks Monthly Service
-
Discounted EOY Tax Preparation
-
Dedicated Bookkeeper
-
Checking & Credit 100 monthly transactions (cash basis)
-
Checking & Credit Card transactions
-
Monthly Reconciliation
-
Onboarding: 3-4 Weeks
-
Secure Upload Platform
-
Standard Financial Statements
-
Average Gross Revenue
up to $1,000,000+