Bookkeeping Package

 Premium PlanPro PlanBasic Plan
Monthly Fee Starting At:$855/month$555/month$355/month
One-Time Onboarding Fee
(Custom Quoted) Starts At: (Note 1)
$3,000 +$2,000 +$1,000 +
Monthly Bookkeeping using Quickbooks Online
Quickbooks Online Subscription Included: (Note 2)
Apps Subscription(s): (Note 2)
Financial Statements Prepared
Meetings Discuss Financial Statements & Strategy SessionsAny TimeQuarterlySemi-Annual
Assistance with Cash Flow Management××
Key Performance Indicator (KPI) Reports××
Secured Client Portal
Video & Screencast Communication
Mobile Device App Friendly
Fiduciary Responsibility to Deadline
Prioritized Communication System
Personal Property Tax Declarations××
Personal Property Tax Declarations××
Assistance with Workers Comp Audit××
1099s and 1096s filing××
Annual Pre-Payment Discount5%××
Quickbooks Online Receipt Capture
Quickbooks Online Mileage Tracker

Note 1

One-time onboarding fee covers the cost of setup, implementation, scope of work and other agreed-upon plans like other steps in the workflow.

Note 2

Quickbooks Online subscription plans vary and we'll assess which plan best serves your operations. In addition, other apps and subscriptions may be used to help automate workflow. Subscription fees will be included and adjust accordingly to the monthly maintenance plans. You're responsible for turning in necessary information by our requested dates.