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Choose the level of bookkeeping support that fits your business today.
 
Don't worry, we have no long term contracts. You can leave anytime with a 30-day notice.
 

 

Platform +

$85
Per Month

On-Demand
Add-on Services

Description

We have the expertise to perform advanced accounting tasks that go beyond periodic bookkeeping.

Enjoy our intelligent platform for 24/7 hosting and integration of your back-office tools and services. Subscribers have access to an accounting expert for training and bookkeeping services by appointment.  Troubleshooting, transaction structure review, and training performed as needed. The work will be subject to both Controller and Bookkeeper billable time at a rate of $75/hour. Financial reporting, sales tax filing, build-out, clean-up/catch-up, 1099 processing and accrual basis services are not included in this service.

$500 Initial Setup

Simple Integration
 

 

Minimal

$ 165
Per Month / Billed Quarterly

Quarterly Bookkeeping
 Full Report Package 

Plan Details

Expert Bookkeeping Team Cash Basis Quarterly Reconciliations 90 or Fewer Quarterly Transactions Up to 3 Accounts / Class Divisions Tax Preparer Access Client Accounting Services Intelligence platform 'CAS-i' Mobile App for on-the-road tasks and access.

$1050 Initial Setup

Perfect for Start-Ups
 

 

Basic

$ 405
Per Month

Monthly Bookkeeping
 Full Report Package 

Plan Details

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 Client Accounting Services Intelligence platform 'CAS-i' Mobile App for on-the-road tasks and access.

$1450 Initial Setup

Access to Training
& Expertise

 

complete

$ 970
Per Month

Weekly Bookkeeping
Custom Report Package

Plan Details

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 Client Accounting Services Intelligence platform 'CAS-i' Mobile App for on-the-road tasks and access.

$1650 Initial Setup

Audit Ready
 

 

premier

$ 1835
Per Month

Daily Bookkeeping
Custom Report Package

Plan Details

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 Client Accounting Services Intelligence platform 'CAS-i' Mobile App for on-the-road tasks and access.

$1850 Initial Setup

CPA Collaboration
 

 

deluxe

$ 2780
Per Month

Daily Bookkeeping
Custom Report Package

Plan Details

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 Client Accounting Services Intelligence platform 'CAS-i' Mobile App for on-the-road tasks and access.

$2250 Initial Setup

On-Demand
Web-Meetings

 

Expert Services

Hourly Rate
Billed Per 15 Minutes

Customers Only
Add-on Services

Description

We have the expertise to perform advanced accounting tasks that go beyond periodic bookkeeping. Here are some of them - if in doubt, just ask us.

Advanced accounting services provided upon customer request. Requiring expertise beyond periodic bookkeeping functions.

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Clean-up / Catch-up Scope Worker's Comp Audit Sales Tax Audit Cash Flow Analysis Integrated Software Mapping Client Specific Software Certification Client Staff Training AIA Contractor Reports Government Contractor Reports Certified Payroll Reporting Break Even Analysis Annual Refiling Survey Notices Consolidated or Combined Reporting

 

Customized Packages
 

 

Q&A
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.