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Plan Pricing

Accountant

If you're in search of bookkeeping pricing plans that align with your budget, you've come to the right place. Our company provides a variety of plans that cater to different budgets, ensuring that you receive the bookkeeping services you require without exceeding your financial limits. Contact us to learn more about our offerings. We currently work exclusively with Quickbooks Online, but check back as we will add other platforms such as Sage and Xero.

Quarterly - Minimal 
 

  • Cash Basis

  • Up to 75 transactions with a combo of three accounts or classes/locations (checking, savings, credit cards, loans, CDs etc).

  • ​Quarterly Account Reconciliation

  • Tax Preparer or CPA Access

  • Vendor Management (W9 Collection)

  • Quarterly Review/Reporting Package

  • Year-End review/reporting package

  • Quarterly Review Meeting (If desired)

  • Unlimited secure cloud document management/storage

  • Assigned Bookkeeper and Controller with Team Collaboration with your CPA or Tax Preparer

  • Additional transactions above 75 will be billed at $50.00 per hour in .25 increments

$150.00 Billed Quarterly

Accounting and bookkeeping services

All plans require initial set-up fee. With file transfer/data migration $250.00 (Example: QB Desktop to QB Online), $150.00 with no file transfer. We do not currently offer Daily Services. 

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Add-Ons - Billed at $50.00 per hour (billed in .25 increments)

  • A/P management (if not included or exceeds your plan)

  • Accounts Receivable/Billing

  • Sales tax calculation and filing

  • Payroll entry, time tracking and reconciliation (we do not offer payroll services, this is management services working with your provider such as ADP, Paychex, Quickbooks, Gusto etc.)

  • Clean-up/Catch-up for prior period entry and reconciliation

  • Chart of Accounts Set-up or Clean-up

  • Automation/rules

  • 3rd party application integration

  • 1099 filings (additional fees may apply for software submission costs)

  • Custom reporting 

  • Inventory Control

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