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QuickBooks Online
Monthly Bookkeeping

Add on: Payroll, Sales Tax, Quarterly Returns - Currently Billed Separately

*** These are base prices. Final pricing may vary based on service tier, add-ons, or the complexity of your needs.

Basic Suite

Ideal for solopreneurs with 1 bank account, up to 40 monthly bank transactions. 

✅ Cash basis accounting

✅ Monthly revenue, and expense categorization (after the fact bookkeeping)

✅ Monthly financial reports

✅ Communication by video, text, email, phone

Essential  Suite

Ideal for businesses with 1-100 monthly transactions and 1-3 bank accounts.

✅ Cash basis accounting

✅ Monthly revenue, and expense categorization (after the fact bookkeeping)

✅ Monthly financial reports

✅ Communication by video, text, email, phone

✅ One 45-minute appointment via Zoom or Teams per month

Proactive Suite

Ideal for businesses with 101-200 monthly transactions, 4-6 bank accounts, and project accounting for 2 projects.

Everything in Essential Suite, Plus: 

✅ Accounting services from a dedicated team

✅ Project accounting

✅ Customize access by role

✅ Customize chart of accounts

Executive Suite

Ideal for businesses with 201-300 monthly transactions, 7-9 bank accounts, and project accounting for 3-4 projects.

Everything in Essential Suite, Plus: 

✅ Weekly revenue, and expense categorization

✅ Cash flow statement 

✅ Customer invoicing, and invoicing scheduling

✅ Schedule payments

Business Support
Tax Plan

✅ Individualized Planning

✅ Maximize cash flow through a P&L review, expense tracking advice and more

✅ Minimize tax payments and get the best possible outcome on your income taxes

✅ Avoid surprises by paying the correct income tax amount each quarter

✅ Helpful income tax tips 

QuickBooks Online Set Up

Price can vary due to number of merchant accounts & apps. 

✅ Customize Chart of Accounts

✅ Set up processes and procedures

✅ Configure Settings for Efficiency 

✅ Maximize QuickBooks Online Features

QBO Diagnostic Review

✅Diagnosis QBO errors or issues

✅Identify set up errors

✅Review Chart of Accounts which should reflect entity election

✅Review workflows and operations

✅Customized recommendations to remedy any inconsistencies, or errors

*These are not guaranteed savings. Savings may be more or less and will be determined during your assessment based on your business size and circumstances.

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