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Welcome to the sign up interview!

Get started by making a plan selection.

Minimal
$ 135
Monthly

Basic
$ 405
Monthly

Complete
$ 970
Monthly

Premier
$ 1835
Monthly

Deluxe
$ 2780
Monthly
Quarterly Bookkeeping
Cash Basis
$725 Initial Setup
Perfect for Start-Ups

Plan Features

Expert Bookkeeping Team
 
Full Report Package
 
Quarterly Reconciliations
 
90 or Fewer Monthly Transactions
 
Up to 3 Accounts / Class Divisions
 
Tax Preparer Access
Tech Stack Details

Unlimited Financial Document Storage
 
CRM, POS, Inventory Mgmt Integration
Web-based apps only
 

You Choose:
 
QuickBooks™️ Online
 
QuickBooks™️ Online Advanced
 

Custom Dashboard
 
VPN SSL Security
 
Mobile App Toolkit

Monthly Bookkeeping
Cash Basis
$1450 Initial Setup
On-Demand Custom Work

Plan Features

Expert Bookkeeping Team
 
Full Report Package
 
Monthly Reconciliations
 
Up to 3 Accounts / Class Divisions
 
Period Close-Out & Review
 
Access to Forms & Templates
 
Process Review & Streamlining
 
Tax Preparer Access
Tech Stack Details

Unlimited Financial Document Storage
 
CRM, POS, Inventory Mgmt Integration
Web-based apps only
 

You Choose:
 
QuickBooks™️ Online
 
QuickBooks™️ Online Advanced
 

Custom Dashboard
 
VPN SSL Security
 
Mobile App Toolkit

Weekly Bookkeeping
Custom Reports
$1450 Initial Setup
On-Demand Web Meetings

Plan Features

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 Forms & Templates
 
Process Review & Streamlining
 
Tax Preparer Access
Tech Stack Details

Financial Document Storage
 
CRM, POS, Inventory Mgmt Integration
Web-based apps only
 

You Choose:
 
QuickBooks™️ Online
 
QuickBooks™️ Online Advanced
 

Custom Dashboard
 
VPN SSL Security
 
Mobile App Toolkit
Daily Bookkeeping
Custom Reports
$1450 Initial Setup
Enterprise Friendly Plan

Plan Features

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 10 Employees
 
Period Close-Out & Review
 
Access to Forms & Templates
 
Process Review & Streamlining
 
Tax Preparer Access
Tech Stack Details

Unlimited Financial Document Storage
 
CRM, POS, Inventory Mgmt Integration
Web-based apps only
 

You Choose:
 
QuickBooks™️ Online
 
QuickBooks™️ Online Advanced
 
QuickBooks™️ Enterprise
Any Industry Version
Annual License Not Incl.
 

Custom Dashboard
 
VPN SSL Security
 
Mobile App Toolkit
Daily Bookkeeping
Custom Reports
$1450 Initial Setup
Enterprise Friendly Plan

Plan Features

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 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
Tech Stack Details

Unlimited Financial Document Storage
 
CRM, POS, Inventory Mgmt Integration
Web-based apps only
 

You Choose:
 
QuickBooks™️ Online
 
QuickBooks™️ Online Advanced
 
QuickBooks™️ Enterprise
Any Industry Version
Annual License Not Incl.
 

Custom Dashboard
 
VPN SSL Security
 
Mobile App Toolkit
Found what you need?
Select 'Next Step' to continue setting up your plan.
 
Looking for a plan that doesn't include bookkeeping?
Select 'Other Plan Types' to continue.

 
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Paying Your Bills

NO PLAN SELECTED, PLEASE GO BACK AND SELECT A PLAN.
--

This is enough.

I need to add more.

I'm not sure, let's talk about it.
Great! Select 'next step' to continue.
Add sets of 40 more billed at $85/month for each additional set of 40.
No problem! This will be marked as 'to be determined' (TBD) on your contract. We will discuss during your onboarding.

 
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Invoicing & Receivables Management

NO PLAN SELECTED, PLEASE GO BACK AND SELECT A PLAN.
Do you want our help with invoicing your customers, running their payments, or entering sales receipts?

I don't need AR management.

I will require AR management.

I'm not sure, let's talk about it.
Great! Select 'next step' to continue.
AR management is available at $75 per hour. We will note this requirement for your account.
No problem! This will be marked as 'to be determined' (TBD) on your contract. We will discuss during your onboarding.

 
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Multiple Accounts

NO PLAN SELECTED, PLEASE GO BACK AND SELECT A PLAN.
Your plan comes with -- accounts and class divisions, do you want more?
NOTE: an account is any bank, credit card, or clearing account on your books that experiences 30+ transactions a month. Less than 30 transactions? It's free!

No, I don't need additional accounts and class divisions.

Yes, I need additional accounts and class divisions.

I'm not sure, let's talk about it.
Great! Select 'next step' to continue.
NOTE: Three per month are already included.
Add at $65/mo. each
No problem! This will be marked as 'to be determined' (TBD) on your contract. We will discuss during your onboarding.

 
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Payroll

NO PLAN SELECTED, PLEASE GO BACK AND SELECT A PLAN.
Do you want us to record payroll detail to the books and reconcile?

No, I don't need payroll detail.

Yes, I need payroll detail in my books.

I'm not sure, let's talk about it.
Great! Select 'next step' to continue.
We process payroll
 
We have employees.
NOTE: For each block of 10 employees, the cost for processing payroll is $45/month.
No problem! This will be marked as 'to be determined' (TBD) on your contract. We will discuss during your onboarding.

 
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Quickbooks

NO PLAN SELECTED, PLEASE GO BACK AND SELECT A PLAN.
What type of QuickBooks™️ License do you need?

QuickBooks™️ Online Plus.

QuickBooks™️ Online Advanced.

Help me decide.
You've selected QBO Plus for up to three users: $35/month.
You've selected QBO Advanced for up to five users: $125+/month.
We will discuss your needs together and find the right option for you.

Review Your Selections

 
NO PLAN SELECTED, PLEASE GO BACK AND SELECT A PLAN.
Initial setup fee: $0
Plan Price: $0/month billed quarterly
 
 Selected Custom Add-ons 
Step 2: Paying Your Bills
No additional billpay You added -- sets of 40 bills
Add-on Price: $0/month
We'll talk about it after sign up.
 
Step 3: Customer Sales and Invoicing
No AR management Someone will be made available to do AR management for you.
Add-on Price: $75/hour
We'll talk about it after sign up.
 
Step 4: Multiple Accounts
No additional accounts and class divisions. You added -- additional account(s) and class(es) at $65 each
Add-on Price: $0/month
We'll talk about it after sign up.
 
Step 5: Payroll
No payroll detail. You added monthly payroll for -- employees.
Add-on Price: $0/month
We'll talk about it after sign up.
 
Step 6: QuickBooks™️
You've selected QBO Plus for up to three users.
Price: $35/month
You've selected QBO Advanced for up to five users.
Price: $125+/month
You've selected QBE. An additional license is required, hosting provided. Ask us for more details.
Price: $160/month
We'll talk about it after sign up.

Ready to Sign Up?




 

 
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