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How may we help your business operate more efficiently?
How may we help your business operate more efficiently?
STARTER
STARTER
Starting at $125.00/month
Starting at $125.00/month
The Starter plan is perfect for freelancers or small businesses just getting started and includes:
QuickBooks Online account subscription
Monthly reconciliation of bank and credit card accounts (up to 2 accounts)
Monthly categorization of transactions (up to 50/month)
Monthly financial reports - Profit and Loss, Balance Sheet, and Cash Flow Statements
Two 30 minute financial review calls (bi-annually)
Limited email support
BASIC
BASIC
Starting at $300.00/month
Starting at $300.00/month
The Basic plan is perfect for growing small businesses with advancing accounting needs and includes:
QuickBooks Online account subscription
Monthly reconciliation of bank and credit card accounts (up to 2 accounts)
Monthly categorization of transactions (up to 150/month)
Monthly financial reports - Profit and Loss, Balance Sheet, and Cash Flow Statements
Four 30 minute financial review calls (quarterly)
Limited email support
ADVANCED
ADVANCED
Starting at $600.00/month
Starting at $600.00/month
The Advanced plan is great for growing businesses needing more oversight and insight and includes:
QuickBooks Online account
Monthly reconciliation of bank, credit card, and loan accounts (up to 4 accounts)
Monthly categorization of transactions (up to 450/month)
Monthly financial reports - Profit and Loss, Balance Sheet, and Cash Flow Statements
State and local tax compliance filing
Accounts receivable and accounts payable tracking
Monthly 30 minute financial review call
Priority email support
PRO / FRACTIONAL CFO
PRO / FRACTIONAL CFO
Starting at $1,100.00/month
Starting at $1,100.00/month
The Pro/Fractional CFO plan is ideal for established businesses that need strategic support and includes:
QuickBooks Online account
Monthly reconciliation of bank, credit card, and loan accounts (unlimited)
Monthly categorization of transactions (unlimited)
Monthly financial reports - Profit and Loss, Balance Sheet, and Cash Flow Statements
State and local tax compliance filing
Accounts receivable and accounts payable tracking
Inventory tracking
Payroll processing and filing
Strategic advisory (KPIs, cost-saving opportunities, cash flow planning, and Budget to Actual analysis)
Monthly 60 minute financial review calls
Dedicated chat access support
All bookkeeping plans require an initial setup fee starting at $150.00 that includes:
Initial consultation meeting
QuickBooks Online account setup or transfer
Chart of Accounts setup or review
Contact us for a free 30 minute consultation:
Bookkeeping plans can be customized to quarterly or annually
Can provide a quote for account catchup and/or cleanup services
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