| 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-Ups | Access to Training & Expertise | On-Demand Web-Meetings | Enterprise Friendly Plan | Enterprise Friendly Plan |
| 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! |
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. |
Affordable Solutions to Meet Your Bookkeeping Needs
Love Us or Leave Us with 30-day Notice - No Long Term Contracts
| Minimal | Basic | Complete | Premier | Deluxe | |
| 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 | X | X | X | X | X |
| Accounting Basis | Cash | Cash | Accrual | Accrual | Accrual |
| Account Reconciliation Frequency | Quarterly Reconciliations | Monthly Reconciliations | Weekly Reconciliations | Daily Reconciliations | Daily Reconciliations |
| Number of Monthly Transactions | 90 or Fewer | Over 90 Transactions | Over 90 Transactions | Over 90 Transactions | Over 90 Transactions |
| Accounts / Class Divisions Incl. | Up to 3 | Up to 3 | Up to 3 | Up to 3 | Up to 5 |
| Tax Preparer Access | X | X | X | X | X |
| AP Management
SmartAP Processing | X | X | X | ||
| Number of Vendor Bills Incl. | Up to 40 | Up to 80 | Up to 200 | ||
| Bill Pay Frequency | Twice Mo. | Weekly | Weekly | ||
| Annual 1099 Filings
Incl. for full year subscribers | X | X | X | ||
| Payroll Mgmt - Twice Monthly
Processing Not Incl. | X | X | |||
| Number of Employees | Up to 10 Employees | Up to 30 Employees | |||
| Daily Sales Receipt Entry | X | ||||
| Document Renaming Service | Up to 5 Hours | ||||
| Custom Hourly Requests
$75/hour upon request | X | X | X | X | X |
| Period Close-Out & Review | X | X | X | X | X |
| Access to Forms & Templates | X | X | X | X | X |
| Process Review & Streamlining | X | X | X | X | |
| Custom Reporting | X | X | X | ||
| Collaborative Meetings
1 hour with agenda | Monthly | Monthly | Weekly | ||
| Financial Document Storage
Unlimited - Accessible by Phone | X | X | X | X | X |
| CRM, POS, Inventory Mgmt Hosting
Web-based apps only | X | X | X | X | X |
| Triple Gateway Access | X | X | X | X | X |
| VPN SSL Security | X | X | X | X | X |
| QuickBooks Online Plus
Reporting Dashboard Incl. $35/month for 3 users | X | X | X | X | X |
| QuickBooks Online Advanced
Reporting Dashboard Incl. $125+/month for 5 users | X | X | X | X | X |
| QuickBooks Enterprise Hosting
$160/month for unlimited users Annual License Not Incl. | X | X | |||
| QuickBooks Backup
Reqd. for Sensitive Industries $8/month | X | X | X | X | X |
| $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 |
| 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! |
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. |
