Packages
The Silver
starting at
$299
monthly
Ideal for the growing business owner who needs monthly financials to make sound business decisions.
Annual Revenue: up to $500k
- One-time setup of QuickBooks Online Account
- Record and categorize transactions monthly
- Reconcile bank accounts and credit cards monthly
- Monthly Reporting Including Profit & Loss and Balance Sheet
- Email and text support (within 24 hrs M-F)
- Customizable to fit your business needs
The Gold
starting at
$697
monthly
Ideal for the mid-sized business owner who needs monthly financials and assistance with additional operational services.
Annual Revenue: up to $800k
- Everything in The Silver, plus:
- Choose from one (1) additional Add-on Including:
- Setting up Multiple QBO Accounts
- Accounts Payable Management
*Software fees may apply
- Accounts Receivable Management
- Payroll Management
*Software fees may apply
- Job Costing/Class Tracking
- Additional Reporting
The Platinum
starting at
$1097
monthly
Ideal for the dominant business owner who needs weekly tracking of finances to ensure continued profitability and allow for real-time decision-making.
Annual Revenue: $800k+
- Everything in The Gold, plus:
- Choose from two (2) additional Add-ons Including:
- Setting up Multiple QBO Accounts
- Accounts Payable Management
*Software fees may apply
- Accounts Receivable Management
- Payroll Management
*Software fees may apply
- Job Costing/Class Tracking
- Choice of Additional Reporting Needed