One-Time Bookkeeping Plans
One Time Plans use QuickBooks Desktop or QuickBooks Online
Ooops, were you looking for Monthly Bookkeeping? Click here
Startup Plan
Starting at $ 4,905 per year.
As a new business owner, you don't always have things figured out from the beginning. If you have not taken time to keep your books or feel your business has grown enough to have a set of "books" to show your business position, this plan is what you are looking for. We will take some time with you to understand your business needs and financial situation. Our intent is to find the most efficient way to begin your books and get your business back on track.
LEARN MOREOnline Checkup
Starting at $ 2,961 per year.
As a business owner, there are enough things on your plate to consume your time during the day. Having the burden of reconciling accounts and verifying transactions in QuickBooks is a necessary pain in your business. Let us put your mind at ease and review your year-end books. We will reconcile accounts, rectify asset expenses and upon completion, provide solutions to any problems found during our review. You reconcile time with your family, we will worry about reconciling your books.
LEARN MORE
Bookkeeping
One Time Plans
(All totals based on monthly values)
One-Time Setup
Program Used
Discounted Services
Bank Accounts
Check | Image transactions
Cash-based transactions
Assets Tracking
Accounts Reconciliation
Assets Depreciation
Chart of Accounts
Client Portal
Assigned Specialist
Management Reports
Bookkeeping Meeting
Email Communication
Telephone Communication
Review of Internal Loans
Startup Plan
$ 4,905 /
year
Setup Fee Included
QuickBooks Desktop (latest)
10% Discount
Up to 3
240 per year
240 per year
Up to 3
Limited
One Time
One Time
Documentation Email
Completion Review Call
One Time
Missing Additional Services?
Customize your experience by choosing additional services:
-
-
-
Sales Tax Reconciliation (QuickBooks Online)
-
Payroll Reconciliation (Must provide Payroll Reports)
-
Accounts Receivables (A/R)
-
Accounts Payables (A/P)
-
Additional Transactions Bundles
-
-
Our Monthly Bookkeeping Plans
Choose a plan to learn more
Ooops, were you looking for One-Time Bookkeeping? Click here
Limited Plan
Starting at $ 435 per month.
The limited bookkeeping plan is perfect for hobbyists and startup businesses. If you keep a tight budget but need help keeping your books in order, this is the plan for you. We offer over 300+ transactions monthly with this plan, perfect for small businesses and individuals alike.
Outsourced Plan
Starting at $ 577 per month.
As your business grows, so must your level of bookkeeping. The Outsourced Bookkeeping Plan is perfect for businesses with more accounts and transactions on their books. If you are ready for the next step, this is the plan for you. With over 400+ transactions monthly derrived from 4 transactional accounts, you can begin to diversify your assets and liabilities.
More DetailsCollaborative Plan
Starting at $ 893 per month.
With more accounts than most plans, the Collaborative Bookkeeping Plan is tailored to meet your business needs as it stablishes its presence in the marketplace. This plan is best if you have liabilities which must be tracked and debited. This plan includes over 500+ transactions monthly with more bank accounts, liability accounts, and assets tracking.
Strategic Plan
Starting at $ 1,187 per month.
Our Strategic Bookkeeping Plan combines the greatest features of all our plans into a single package with the highest limits offered. As a Strategic member, you get exclusive treatment with your books. Your assigned Bookkeeping Specialist will keep you in the loop with updates from your books on a weekly basis. Your assets are tracked monthly so you can maintain a better outlook of your finances.
More Details
Bookkeeping
Service Plans
(All totals based on monthly values)
One-Time Setup
Program Used
Discounted Services
Bank Accounts
Check | Image transactions
Cash-based transactions
Assets Tracking
Accounts Reconciliation
Assets Depreciation
Chart of Accounts
Client Portal
Assigned Specialist
Management Reports
Bookkeeping Meeting
Email Communication
Telephone Communication
Review of Internal Loans
QuickBooks Training
QuickBooks Support
Meeting with Accountant
Limited
$ 435/mo
$250 Setup Fee
QB Desktop
10% Discount
Up to 3
20
20
Up to 3
Support Team
Semi-Annual
Semi-Annual
Semi-Annual
Semi-Annual
Annually
Outsourced
$ 577/mo
$250 Setup Fee
QB Online
15% Discount
Up to 3
20
20
Up to 3
Support Team
Semi-Annual
Semi-Annual
Quarterly
Quarterly
Annually
Semi-Annual
Collaborative
$ 893/mo
$250 Setup Fee
QB Online
25% Discount
Up to 4
25
25
Up to 4
Quarterly
Quarterly
Semi-Annual
Quarterly
Missing Additional Services?
Customize your experience by choosing additional services:
-
-
-
Sales Tax Reconciliation (QuickBooks Online)
-
Payroll Reconciliation (Must provide Payroll Reports)
-
Accounts Receivables (A/R)
-
Accounts Payables (A/P)
-
Additional Transactions Bundles
-
-
Additional Services
Do you: Use QuickBooks to generate the reports to file and pay your state taxes?
Did you know: State Tax Payments must be reconciled and matched to their transactions within QuickBooks Online?
CHOOSE A PLAN
Choose a bookkeeping plan and discuss
this option with your specialist
Do you: Have employees you pay through a payroll vendor who withholds taxes?
Did you know: Payroll payments, wages, and taxes are supposed to be tracked separately on your Profit & Loss?
( Up to 10 employees)
CHOOSE A PLAN
Choose a bookkeeping plan and discuss
this option with your specialist
Do you: Use QuickBooks Online to send invoices to your clients and receive payments?
Did you know: Undeposited funds must be added to the bank deposit made at the bank?
BOOK A CONSULTATION
Choose a bookkeeping plan and discuss
this option with your specialist
Do you: Use QuickBooks Online to send payments on accounts due for utilities or vendor credit?
Did you know: Generating bills create a transaction which must be linked to the bill when paying?
BOOK A CONSULTATION
Choose a bookkeeping plan and discuss
this option with your specialist
Do you: Have more CASH transactions than allotted per your selected bookkeeping plan?
Did you know: Additional transactions are a great way to avoid overages if you have more than your plan!
CHOOSE A PLAN
Choose a bookkeeping plan and discuss
this option with your specialist
Do you: Have more CHECK transactions than allotted per your selected bookkeeping plan?
Did you know: Additional transactions are a great way to avoid overages if you have more than your plan!
CHOOSE A PLAN
Choose a bookkeeping plan and discuss
this option with your specialist
Do you: Have 100+ transactions per account per month but don't need the next level bookkeeping plan?
Did you know: Additional transactions are a great way to avoid overages if you have too many per month!
CHOOSE A PLAN
Choose a bookkeeping plan and discuss
this option with your specialist
Do you: Have 100+ transactions per account per month but don't need the next level bookkeeping plan?
Did you know: Additional transactions are a great way to avoid overages if you have too many per month!
CHOOSE A PLAN
Choose a bookkeeping plan and discuss
this option with your specialist