Pick a plan that works for you
MONTHLY PACKAGES
Compliance Plan
100-300 TRANSACTIONS MONTHLY
$250-350
EVERYTHING IN FOUNDATION PLAN+
PAYROLL SUPPORT
SALES TAX/ COMPLIANCE FILINGS HANDLED AS NEEDED
EMAIL SUPPORT
Foundation Plan
UP TO 100 TRANSACTIONS MONTHLY
Service Name
$150-250
MONTHLY TRANSACTION CATEGORIZATION
BANK & CREDIT CARD
RECONCILATION
MONTHLY FINANCIAL STATEMENTS (P & L + BALANCE SHEET)
EMAIL SUPPORT
Financial Strategy Plan
300-600 TRANSACTIONS MONTHLY
$350-600
EVERYTHING IN COMPLIANCE PLAN+
QUARTERLY FINANCIAL REVIEW AND INSIGHT MEETINGS
PERSONALIZED GUIDANCE TO KEEP YOUR BUSINESS ORGANIZED AND COMPLIANT
EMAIL SUPPORT PRIORITY
ADDITIONAL SERVICES AVAILABLE
CATCH-UP WORK
YEARLY FINANCIAL STATEMENTS FOR CATCH-UP PERIOD
ENTER PRIOR- YEAR OR BACKLOG TRANSACTIONS
AT:
$40/HR
CUSTOM REPORTS
INQUIRE FOR SPECIFIC REPORTS
KPI SNAPSHOTS
AT:
$50/EACH
FINANCIAL SETUP & QBO WALKTHROUGH
CUSTOM CHART OF ACCOUNT SETUP IN QUICKBOOKS ONLINE
30 MINUTE CALL TO REVIEW SETUP AND TEACH YOU HOW TO MANAGE YOUR BOOKS IN QBO
STARTING AT:
$300
STUCK ON WHAT PLAN WORKS FOR YOU?
Every business is different, and these plans are meant to give you a general idea of what working together can look like. If none of these feel like the right fit, don’t worry. I create customized plans tailored to each client’s specific needs. The best way to get a clear idea of what to expect is to connect and build something that works for you.
