Keep your business up to date...

Basic Bookkeeping

• Automated Transaction Feeds

Goal Setting & Planning

• 10 Step Growth Blueprint

• Annual Financial Health
  Checkup

Reports

• Quarterly Sales & Profit Reports

• Year End Financial Statements

• Tax Preparer Package

  
  

Support

• Weekly Response

• Email or Client Hub Chat
  

Software & Apps

• Client Hub for Chat Support & Document Storage

• Your QuickBooks Online™
  

Starts at
$475/mth

Everything in Bookkeeper+ Plan...

Accrual Bookkeeping

• Expedited Books

• Invoicing & Receivables

• Bill Pay

• Mobile Receipt Upload

• Contractor W-9s/1099s

• Unusual Activity Flags

Goal Setting & Planning

• 10 Step Growth Blueprint

• Quarterly Financial Health
  Checkup

Reports

• Monthly Sales & Profit Reports

• Quarterly Financial Review

• Quarterly Metrics Scorecard

  
  

Support

• 48 Hour Response

• Scheduled Call, Email, or Client Hub Chat

Software & Apps

• Client Hub for Chat Support & Document Storage

• 50% Discount on QuickBooks Online™

• QuickBooks Bill Pay™ *

Starts at
$875/mth

* transaction fees may apply

Everything in Growth Plan...

Advanced Bookkeeping

• "First Priority" Books

• Purchase Order Management

• Billable Expense Tracking

• Project-Based Accounting

• Sales Tax Filing

• Local Business Tax Filing

Goal Setting & Planning

• 10 Step Growth Blueprint

• Actionable Growth Tasks

• Budgeting

• Cash Flow Forecasts

• Systems & Workflow Analysis

Reports

• Monthly Financial Review

• Monthly Metrics Scorecard

• Project Profitability

• Sales, Marketing, Operations Performance Metrics

Support

• 24 Hour Response

• Call, Email, Client Hub Chat,
  or Text

Software & Apps

• Client Hub for Chat Support & Document Storage

• QuickBooks Online™ Included

• QuickBooks Bill Pay™ *
  

Starts at
$1,825/mth