PRICING
Basic Plan (Monthly)
$700
Starts at
✓ Create Up To 15 Invoices
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✓ Maintain Standard Chart of Accounts
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✓ Allocate (Sync) Credit Card Transactions
(1 credit card account)
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✓ Allocate (Sync) Bank Account Transactions (1 Checking or Savings Account)
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✓ Reconcile Credit Card and Bank Account Statements
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✓ Enter Monthly Bills (Up To 15 Bills)
Essential Plan (Monthly)
$1500
Starts at
✓ Create Up To 20 invoices and Apply Payments
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✓ Maintain Standard or Customize Chart of Accounts
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✓Allocate (Sync) Credit Card Transactions (2 credit card account)
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✓ Allocate (Sync) Bank Account Transactions (2 Bank Account)
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✓ Reconcile All Credit Card and Bank Accounts
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✓ Enter Monthly Bills Only (Up To 20 Bills)
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✓ Create Financial Reports (P&L and Balance Sheet Only)
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✓ Monthly Financial Closing With Deadline
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✓ Standard Payroll For Up To 5 Employees
Core Plan (Monthly)
$2000
Starts at
✓ Create Up To 30 invoices and Apply Payments
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✓ Maintain Standard or Custom Chart of Accounts
​
✓ Allocate (Sync) Credit Card Transactions (3 credit card account)
​
✓ Allocate (Sync) Bank Account Transactions (2 Bank Account)
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✓ Reconcile All Credit Card and Bank Accounts
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✓ Enter Monthly Bills (Up To 20 Bills) and Issue Payments
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✓ Create Financial Reports (P&L/BalanceSheet/Cash Flow)
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✓ Account Receivable & Payable Reports
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✓ Monthly Financial Closing With Deadline
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✓ Standard Payroll For Up To 10 Employees
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✓ Standard Year End Tax Package For Tax Preparer
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✓ Monthly (30 min) Financial Meetings (Zoom)
Custom Plan Package Include
✓ Everything In Basic or Essential
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✓ Standard or Customized Payroll System
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✓ Standard or Customize Tax Package For Tax Preparer
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✓ Create and Maintain Financial Budget (Monthly, Quarterly or Annually)
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✓ Monthly Financial Meetings Up To 1 hour (Zoom or In-Person)
Additional Services
✓ Year End 1099s and 1096 Filing
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✓ Tax Preparation (Individual and Corporate)
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✓ Sales Tax Management
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✓ Collections
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✓ Historical Bookkeeping Cleanup
✓ Start Up Business Services
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✓ Employer Identification Number
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✓ Business Entity Filing (LLC, Incorporation, Sole Propietorship)