Choose your plan

Silver Starter Package

$300/mo.*

For businesses with lighter activity, minimal loans, credit cards, or banking accounts.

  • Construct and Manage Chart of Accounts

  • Record up to 100 transactions/month

  • Reconcile up to 4 accounts

  • Up to 30 minutes of financial coaching/month

  • Balance Sheet & Profit and Loss Reports same time every month

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Gold Standard Package

$600/mo*

For businesses with a moderate amount of activity and several loan, credit card or banking accounts.

  • Construct and Manage Chart of Accounts

  • Record up to 200 transactions/month

  • Reconcile up to 8 accounts

  • Up to 1 hour of financial coaching/month

  • Balance Sheet & Profit & Loss reports same time every month

  • Accounts Receivable report (if applicable)

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* Prices quoted are with autopay

Platinum Elite Package

$1,200/mo*

For businesses with more activity, a desire for a more comprehensive and personalized picture of their finances each month, minimal payroll needs, and numerous loans, credit cards, and bank accounts.

  • Construct and Manage Chart of Accounts

  • Categorize up to 300 transactions/month

  • Reconcile up to 12 accounts per month

  • Outsourced payroll journal entries or payroll support for up to 15 employees (twice monthly payroll)

  • Up to 1 Hour of Financial Coaching per/month

  • Balance Sheet, Profit & Loss Reports same time every month

  • Accounts receivable report (if applicable)

  • Statement of Cash Flows Report

  • Up to 2 other “Specialty Reports” every month

Need more? Check out these a la carte services!

  • Worker’s Comp Audit Assistance (Up to 10 reports)

  • 1099 reporting and filing

  • Employee onboarding and offboarding

  • Receipt management

  • QBO Payroll

  • Gusto Payroll

  • 401k support, reporting & management

  • Accounts payable and bill management (QBO or Bill.com)

  • Sales tax filing and payments

  • Software/program integration

  • Software/program auditing

  • Data downloads outside of QBO

  • Data interpretation outside of QBO

  • Budget building and set up

  • Tax professional meetings (CPA & attorney)

  • Asset acquisition and disposition journal entries

  • Complex payroll journal entries (outsourced payroll)

  • Financial coaching

  • QBO books cleanup (Charged per month of clean up. Rates start at $150/month)

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