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Start the process by selecting "customize my plan" below for the plan you think is the best fit. Questions or stuck?

Don't worry, we have no long term contracts. You can leave anytime with a 30-day notice.
    
Minimal Basic Complete Premier Deluxe
$ 135
Per Month / Billed Quarterly		 $ 405
Per Month		 $ 970
Per Month		 $ 1835
Per Month		 $ 2780
Per Month
Quarterly Bookkeeping
Full Report Package		 Monthly Bookkeeping
Full Report Package		 Weekly Bookkeeping
Custom Report Package		 Daily Bookkeeping
Custom Report Package		 Daily Bookkeeping
Custom Report Package
Plan Details
 
Secure Hosting 		Plan Details
 
Secure Hosting 		Plan Details
 
Secure Hosting 		Plan Details
 
Secure Hosting 		Plan Details
 
Secure Hosting
$725 Initial Setup$1450 Initial Setup$1450 Initial Setup$1450 Initial Setup$1450 Initial Setup
Perfect for Start-UpsAccess to Training & ExpertiseOn-Demand Web-MeetingsEnterprise Friendly PlanEnterprise Friendly Plan
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 30+ transactions a month. We reconcile Paypal accounts. Less than 30 transactions? It's free!		 Do I need to buy QuickBooks?
 
Only if you want to use Enterprise. We provide you with a QuickBooks Premier or QuickBooks online license.

Affordable Solutions to Meet Your Bookkeeping Needs

Love Us or Leave Us with 30-day Notice - No Long Term Contracts
 
     
 MinimalBasicCompletePremierDeluxe
Plan Features $135
Per Month / Billed Quarterly		 $405
Per Month		 $970
Per Month		 $1835
Per Month		 $2780
Per Month
  Quarterly Bookkeeping
Full Report Package		 Monthly Bookkeeping
Full Report Package		 Weekly Bookkeeping
Custom Report Package		 Daily Bookkeeping
Custom Report Package		 Daily Bookkeeping
Custom Report Package
Expert Bookkeeping Team
Bookkeeper, Controller & CSS 		XXXXX
Accounting BasisCashCashAccrualAccrualAccrual
Account Reconciliation FrequencyQuarterly ReconciliationsMonthly ReconciliationsWeekly ReconciliationsDaily ReconciliationsDaily Reconciliations
Number of Monthly Transactions90 or FewerOver 90 TransactionsOver 90 TransactionsOver 90 TransactionsOver 90 Transactions
Accounts / Class Divisions Incl.Up to 3Up to 3Up to 3Up to 3Up to 5
Tax Preparer AccessXXXXX
AP Management
SmartAP Processing 		  XXX
Number of Vendor Bills Incl.  Up to 40Up to 80Up to 200
Bill Pay Frequency  Twice Mo.WeeklyWeekly
Annual 1099 Filings  XXX
Payroll Mgmt - Twice Monthly
Processing Not Incl.		   XX
Number of Employees   Up to 10 EmployeesUp to 30 Employees
Daily Sales Receipt Entry    X
Document Renaming Service    Up to 5 Hours
Period Close-Out & ReviewXXXXX
Access to Forms & TemplatesXXXXX
Process Review & Streamlining XXXX
Custom Reporting  XXX
Weekly Collaborative Mtgs.    X
Financial Document Storage
Unlimited - Accessible by Phone 		XXXXX
CRM, POS, Inventory Mgmt Hosting
Web-based apps only		XXXXX
Triple Gateway AccessXXXXX
VPN SSL SecurityXXXXX
QuickBooks Online Plus
Reporting Dashboard Incl.
$35/month for 5 users 		XXXXX
QuickBooks Online Advanced
Reporting Dashboard Incl.
$125/month for 5 users 		XXXXX
QuickBooks Enterprise Hosting
$160/month for unlimited users
Annual License Not Incl. 		   XX
QuickBooks Backup
Reqd. for Sensitive Industries
$8/month 		XXXXX
Reporting Dashboard
Advanced Reporting - Free
Analysis / Analytics - $90/month
Consolidated - $180/month 		XXXXX
  $725 Initial Setup $1450 Initial Setup $1450 Initial Setup $1450 Initial Setup $1450 Initial Setup
  Perfect for Start-Ups Access to Training & Expertise On-Demand Web-Meetings Enterprise Friendly Plan Enterprise Friendly Plan
 
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 30+ transactions a month. We reconcile Paypal accounts. Less than 30 transactions? It's free!		 Do I need to buy QuickBooks?
 
Only if you want to use Enterprise. We provide you with a QuickBooks Premier or QuickBooks online license.

Customize Your Plan to Meet Your Needs

Everyone Is Unique - Pick What You Like and Leave the Rest
Select the Add-Ons You Need from the four categories below - Not sure? Don't worry, we will review your needs during onboarding.
 
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Please fill in all required fields.
Accounts and Classes
 

- transactions and up to - accounts are included in your plan
Accounts with fewer than 30 transactions are free!
 
Have more than - accounts?
Add Accounts:
$65 / account / mo

Want a separate Profit & Loss by division or location?
Add Classes
$65 / class / mo

Add Bill Pay Service.
We record, pay, and reconcile Vendor Bills & Statements
- vendor bills are included in your plan.
Not enough? Add Vendor Bills ( sets of 40)
-


Not needed.

When more is better
$0
Per Month
Receivables & Payables
 

We can invoice your customers, collect payments, + pay your bills


Standard Invoicing
Recurring Invoices sent on preset dates
$165 / mo


Custom Invoicing
Invoices that contain custom services - hours - reimbursements
Custom Hourly


I want to accept credit cards and / or process ACH payments.
Give me more info 
 


Not at this time.

Ask Us About Payment Processing
$0
Per Month
Payroll Mgmt.
 

We record your payroll detail by check and reconcile it to payroll reports & your bank account
Payroll Company Processing Required

Number of Employees

Payroll Frequency - Select One

  Monthly
$45 / 10 employees
  Twice Monthly
$85 / 10 employees
  Weekly
$145 / 10 employees

 

No Thank You!

- blocks of 10 employees x $-
$0
Per Month
Special Requests
 


Live recorded training in your own books
$65 / hr / upon request


Clean-up / Catch-up / Custom Work
Fallen behind? No Problem
$65 / hr / as needed


Document Scanning & Renaming
Mail, e-mail, or drag and drop your bills and receipts and we will take it from there
$22 / hr / as needed


Certified Payroll Setup & Prep
Sales Tax Filings - 1099 Prep
$65 / hr / upon request

We get your approval before we begin!
$-
Per Month
You are almost there!!!
 

You are customizing the MINIMAL plan

choose a different plan
  Expert Bookkeeping Team          Cash Basis          Quarterly Account Reconciliations          For Entities with 90 or Fewer Transactions Per Mo.          Up to 3 Accounts / Class Divisions          Tax Preparer Access       

You are customizing the BASIC plan

choose a different plan
  Expert Bookkeeping Team          Cash Basis          Monthly Account Reconciliations          For Entities with Up to 3 Accounts / Class Divisions          Period Close-Out & Review          Access to Forms & Templates          Process Review & Streamlining          Tax Preparer Access       

You are customizing the COMPLETE plan

choose a different plan
  Expert Bookkeeping Team          Accrual Basis          Weekly Account Reconciliations          For Entities with 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 Forms & Templates          Process Review & Streamlining          Tax Preparer Access       

You are customizing the PREMIER plan

choose a different plan
  Expert Bookkeeping Team          Accrual Basis          Weekly Account Reconciliations          For Entities with 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 10 Employees          Period Close-Out & Review          Access to Forms & Templates          Process Review & Streamlining          Tax Preparer Access       

You are customizing the DELUXE plan

choose a different plan
  Expert Bookkeeping Team          Accrual Basis          Weekly Account Reconciliations          For Entities with 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 30 Employees          Daily Sales Receipt Entry          Document Renaming (up to 5 hrs)          Period Close-Out & Review          Access to Forms & Templates          Process Review & Streamlining          Tax Preparer Access
Q&A
Missed Something?
 
We will let you know if you need add-ons after we have a peek at your books.		 Don't See Something You Need?
 
Be sure to ask us during your onboarding. We are a full-service firm and want to meet all your core accounting needs		 How Quickly Can You Onboard?
 
Onboarding typically takes 3 – 5 days with full cooperation from you - What To Expect

Now Things Are Taking Shape

Only Finishing Touches Remain - You Are So Close to Freedom from Bookkeeping Stress
 
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Please fill in all required fields.
Tell Us About You

Type of entity:
* Legal structure of entity:
* How many years in business:
* Name:
* Phone number:
* Industry and the nature of business operations (give us your elevator pitch):
* households & family trusts don't need to complete starred items.
 
What Type of QuickBooks Suits Your Needs?
 

 
  QuickBooks Online - the simplest solution.
       

 
  QuickBooks Premier Desktop - capable and flexible
      Single user included in your plan.
      Add all access users at $22 / user / month
      Add restricted access users (to protect your sensitive documents) at $35 / user / month

 
  QuickBooks Enterprise - for complex needs
      Enterprise license required - $885 for migration and set up of enterprise files
      Don't need the cost and complexity of Enterprise? We can help you downgrade.

 
  Not sure? We'll talk to you about your options during onboarding.
 

 
My Bookkeeping Plan
 

 
SELECTED PLAN SUMMARY

 
  MINIMAL plan  
$- / month

 
Initial Setup
$0 due upon signing

 
Convenient Add-ons

Add-ons Monthly Cost
$- / month

 
Change My Selections
 

Invoiced on the 26, Auto Debited on the 1st
$-
Per Month

Don't worry! We will review this with you during onboarding to make sure it's perfect.
Congratulations! We look forward to serving you.

 
 
 
 
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 30+ transactions a month. We reconcile Paypal accounts. Less than 30 transactions? It's free!		 Do I need to buy QuickBooks?
 
Only if you want to use Enterprise. We provide you with a QuickBooks Premier or QuickBooks online license.