Plans & Pricing
Sure, we’re great bookkeepers. But what we really give our customers is peace of mind.
| Services | Silver | Gold | Platinum |
|---|---|---|---|
| Prices | (Starting at) $275/month | (Starting at) $750/month | (Starting at) $1,250/month |
| Transaction Volume (per month) | Up to 250 | Up to 600 | Up to 1,000 |
| Additional Transactions | $100 for 90 | $100 for 90 | $100 for 90 |
| Bank Transaction Review & Accept | Yes | Yes | Yes |
| Credit Card & Bank Reconciliation | Yes | Yes | Yes |
| Financial Reports | Yes | Yes | Yes |
| Meetings | Quarterly | Monthly | Bi-Monthly |
| Customer Invoices | Yes | Yes | |
| Vendor Bills | Yes | Yes | |
| Match Customer Payments | Yes | Yes | |
| Accounts Receivable | Yes | Yes | |
| Unpaid Bill Vendor Report | Yes | Yes | |
| Bill Pay | Yes | ||
| Payroll Processing and Quarterly Filing | Yes | ||
| Debt Collection | Yes |
QuickBooks Set Up & Clean Up
Starting at $725
Books a mess? It’s okay, we can fix that! We provide:
- Starting at 600 Transactions/year
- Additional Transactions at $100 for 90
- Bank Transaction Review & Accept
- Credit Card & Bank Reconciliation
- Financial Reporting
QuickBooks Training
Starting at $250/hour
Do you handle your own QuickBooks? We offer a fully hands-on QuickBooks training course for you or your staff. We get you up to speed on the skills you’ll need to manage your Online or Desktop account effectively. We cover:
- Chart of Accounts Set Up
- Customer & Vendor Cards Set Up
- Bank Feed, Review, and Accept Set Up
- Bills & Writing Checks
- Invoices, Payments, Deposits, Checking Register
- Product & Service Items for Invoices
- Budget Creation
- Profit & Loss and Balance Sheet Reports
Advisory CFO
Starting at $225/hour
Do you need an overall haul in core finance and account processes?
Our advisory CFO’s analyze and identify your company’s finance and operational challenges. We can help you strategize effective changes to help your company reach its performance goals and ultimately improve cash flow opportunity.
Our advisory CFO’s come with the experience and flexibility to customize plans specific to your business and industry. Their expert advice can help navigate funding and understand on how to evaluate your business.
Payroll Processing
Starting at $125
We can manage your payroll processing whether you use QuickBooks to process your payroll or a third-party, we can help you process the time-sheets to cutting the checks to submitting quarterly returns and monthly and semi-weekly deposits based on your payroll needs.
Want to hear more? Let’s chat!
