Primary Plan
500
Every month
Up to 100 transactions
Reconcile 1-3 bank or CC accounts
Set up QuickBooks Online
Set up secure data transfersÂ
Unique Chart of Accounts setup based upon your business
Monthly bank account reconciliations by the 15th
Monthly credit card reconciliations by the 15th
Monthly Standard Reports by the 15th
Unlimited Emails and Phone Calls
End Of Year Tax preparation for CPA
Monthly and/or Quarterly reporting communication w/ CPA
Growth Plan
750
Every month
Up to 250 transactions
Reconcile 4-6 bank or CC accounts
Includes all features of Primary Plan
Account Receivable Tracking
Quarterly Review Call (30min)
Best Value
Professional Plan
1,000
Every month
Up to 400 transactions
7-10 bank accounts or CC accounts
Includes all features of Primary & Growth Plans
Sales Tax Tracking & Filing Support
Monthly Strategy Call (30mins)
Balance Sheet Monthly
Bookkeeping Plans
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