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