Free Needs Assessment
Free QuickBooks Training
Free App Training
Tax Preparer Collaboration
Hubdoc or Dext Subscription Hubdoc additional $25/month
QuickBooks Online Subscription QuickBooks Online Plans quickbooks.intuit.com/pricing additional charge may apply
Transaction Entry
Monthly Account Reconciliation
Adjusting Entries
Profit & Loss/Income Statement
Balance Sheet/Statement of Financial Position
Statement of Cash Flows/Statement of Activity
Track 1099 Contractor Payments
Prepare 1099 Filings
File Sales Tax Returns
Confirm Year End A/P
Confirm Year End A/R
Estimate Year End Bad Debt Expense
Accounts Receivable
Accounts Payable
File CAT Tax Returns
File Unclaimed Funds Report
Track Inventory
Purchase Orders
Budgeting
Job Costing
Class & Location Tracking
Annual Inventory Adjustment
Set Up Fee
Basic Bookkeeping Plan
Starting at $89/month
Free Needs Assessment
Free QuickBooks Training
Free App Training
Tax Preparer Collaboration
Hubdoc or Dext Subscription Hubdoc additional $25/month
QuickBooks Online Subscription QuickBooks Online Plans quickbooks.intuit.com/pricing additional charge may apply
Essentials
Transaction Entry
Up to 25
Monthly Account Reconciliation
3 Accounts
Adjusting Entries
Performed Quarterly
Profit & Loss/Income Statement
Quarterly
Balance Sheet/Statement of Financial Position
Quarterly
Statement of Cash Flows/Statement of Activity
Track 1099 Contractor Payments
Prepare 1099 Filings
File Sales Tax Returns
Confirm Year End A/P
Confirm Year End A/R
Estimate Year End Bad Debt Expense
Accounts Receivable
Accounts Payable
File CAT Tax Returns
File Unclaimed Funds Report
Track Inventory
Purchase Orders
Budgeting
Job Costing
Class & Location Tracking
Annual Inventory Adjustment
Set Up Fee
$250
Enhanced Bookkeeping Plan
Customized Price to Meet Your Needs & Budget!
Free Needs Assessment
Free QuickBooks Training
Free App Training
Tax Preparer Collaboration
Hubdoc or Dext Subscription Hubdoc additional $25/month
QuickBooks Online Subscription QuickBooks Online Plans quickbooks.intuit.com/pricing additional charge may apply
Plus
Transaction Entry
Up to 100
Monthly Account Reconciliation
6 Accounts
Adjusting Entries
Performed Quarterly
Profit & Loss/Income Statement
Monthly
Balance Sheet/Statement of Financial Position
Monthly
Statement of Cash Flows/Statement of Activity
Quarterly
Track 1099 Contractor Payments
Prepare 1099 Filings
File Sales Tax Returns
Confirm Year End A/P
Confirm Year End A/R
Estimate Year End Bad Debt Expense
Accounts Receivable
Accounts Payable
File CAT Tax Returns
File Unclaimed Funds Report
Track Inventory
Purchase Orders
Budgeting
Job Costing
Class & Location Tracking
Annual Inventory Adjustment
Set Up Fee
Split fee into 2 payments!
Full Service Bookkeeping Plan
Customized Price to Meet Your Needs & Budget! 
Free Needs Assessment
Free QuickBooks Training
Free App Training
Tax Preparer Collaboration
Hubdoc or Dext Subscription Hubdoc additional $25/month
QuickBooks Online Subscription QuickBooks Online Plans quickbooks.intuit.com/pricing additional charge may apply
Plus
Transaction Entry
Up to 300
Monthly Account Reconciliation
10 Accounts
Adjusting Entries
Performed Monthly
Profit & Loss/Income Statement
Monthly
Balance Sheet/Statement of Financial Position
Monthly
Statement of Cash Flows/Statement of Activity
Quarterly
Track 1099 Contractor Payments
Prepare 1099 Filings
File Sales Tax Returns
Confirm Year End A/P
Confirm Year End A/R
Estimate Year End Bad Debt Expense
Accounts Receivable
Accounts Payable
File CAT Tax Returns
File Unclaimed Funds Report
Track Inventory
Purchase Orders
Budgeting
Job Costing
Class & Location Tracking
Annual Inventory Adjustment
Set Up Fee
Split fee into 3 payments!