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
- Discovery, QBO Setup, Access Setup, Initial Account Review
*Prices vary depending on business’s complexity*
