Services


Monthly Plans

Starter
* Up to 2 bank/credit card accounts
* 50-75 transactions/month
* Monthly expense categorization
* Monthly Profit & Loss and Balance Sheets
* Email/Phone/Text support

Essential
* Everything in Starter
* Up to 4 bank/credit card accounts
* Up to 100 transactions/month
* Monthly expense categorization
* Monthly Profit & Loss and Balance Sheets

Growth
* Everything in Essential
* Up to 6 bank/credit card accounts
* Up to 250 transactions/month
* Monthly review calls
* Priority support

Premium
* Everything in Growth
* Multi-bank/credit card accounts
* Higher transaction volume
* Monthly strategy meetings
* Custom Reporting

* Custom Plans Available *

Add-Ons/One-Time Fee

  • QuickBooks Online Cleanup/Catch-up
    • Priced per historical month behind
  • One-time Project Options
    • Need help tracking? Price depends on the project complexity
  • Payroll Processing
    • First 5 employees included
    • Additional monthly fee for each employee after the first 5
  • Sales Tax Filing
    • Price depends on filing frequency, number of states and complexity
  • New Client Setup/Onboarding Fee
    • Discovery, QBO Setup, Access Setup, Initial Account Review

*Prices vary depending on business’s complexity*

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