Every plan comes with a dedicated team – CPA + Staff Accountant + Bookkeeper – that provides the highest quality bookkeeping, accounting and tax preparation services available anywhere in the U.S.
STAFFING
CPA
Accountant
Bookkeeper
SYSTEMS
QuickBooks Online
Secure Online Vault
PLAN DETAILS
Transaction Entry
Account Reconciliation
Custom Reports
Anytime 12/7/365 Support
Payroll Processing
1099 Filing
Inventory Reconciliation
Clean Up Service
Business Tax Preparation
ALLOWANCES
Included Hours
Additional Hours
Transactions/Mo
Self-Employed
$35
Per Month
:
For self-employed independent contractors & freelancers
STAFFING
:
CPA
Accountant
Bookkeeper
SYSTEMS
:
QuickBooks Online
: Self-Employed
Secure Online Vault
PLAN DETAILS
:
Transaction Entry
: Monthly
Account Reconciliation
: Monthly
Custom Reports
Anytime 12/7/365 Support
Payroll Processing
1099 Filing
Inventory Reconciliation
Clean Up Service
: Available
Business Tax Preparation
: Available
ALLOWANCES
:
Included Hours
: 1
Additional Hours
: $35
Transactions/Mo: <50
Essentials
$70
Per Month
:
For micro businesses with no employees
STAFFING
:
CPA
Accountant
Bookkeeper
SYSTEMS
:
QuickBooks Online
: Essentials
Secure Online Vault
PLAN DETAILS
:
Transaction Entry
: Monthly
Account Reconciliation
: Monthly
Custom Reports
Anytime 12/7/365 Support
Payroll Processing
: Optional
1099 Filing
Inventory Reconciliation
Clean Up Service
: Available
Business Tax Preparation
: Available
ALLOWANCES
:
Included Hours
: 2
Additional Hours
: $35
Transactions/Mo: <100
Plus
$140
Per Month
:
For small businesses with employees
STAFFING
:
CPA
Accountant
Bookkeeper
SYSTEMS
:
QuickBooks Online
: Plus
Secure Online Vault
PLAN DETAILS
:
Transaction Entry
: Monthly
Account Reconciliation
: Monthly
Custom Reports
Anytime 12/7/365 Support
Payroll Processing
1099 Filing
Inventory Reconciliation
Clean Up Service
: Available
Business Tax Preparation
: Available
ALLOWANCES
:
Included Hours
: 4
Additional Hours
: $35
Transactions/Mo: <200
Complete
$280
Per Month
:
For mid-sized businesses with employees
STAFFING
:
CPA
Accountant
Bookkeeper
SYSTEMS
:
QuickBooks Online
: Plus
Secure Online Vault
PLAN DETAILS
:
Transaction Entry
: Semi-Monthly
Account Reconciliation
: Monthly
Custom Reports
Anytime 12/7/365 Support
Payroll Processing
1099 Filing
Inventory Reconciliation
Clean Up Service
: Available
Business Tax Preparation
: Available
ALLOWANCES
:
Included Hours
: 8
Additional Hours
: $35
Transactions/Mo: <400
Complete Plus
$560
Per Month
:
For larger businesses with employees
STAFFING
:
CPA
Accountant
Bookkeeper
SYSTEMS
:
QuickBooks Online
: Plus
Secure Online Vault
PLAN DETAILS
:
Transaction Entry
: Weekly
Account Reconciliation
: Monthly
Custom Reports
Anytime 12/7/365 Support
Payroll Processing
1099 Filing
Inventory Reconciliation
Clean Up Service
: Available
Business Tax Preparation
: Available
ALLOWANCES
:
Included Hours
: 16
Additional Hours
: $35
Transactions/Mo: Unlimited