Premium Plan

Basic + Complete and class codes: for project, location, and departments.

From: $1,155.00 / month with a 14-day free trial

Premium Plans include Basic and Complete plan features:

  • Standard Chart of Accounts 
  • Monthly financial statements (income statement and balance sheet)
  • Balance sheet reconciled monthly
  • Annual interface with Tax Professionals
  • Custom chart of accounts to fit your business
  • Custom reporting package

Plus:

  • Quickbooks class codes set up and tracked (can be used for products, locations, etc)
  • 45 minute monthly consultation with our financial professionals

 

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Enhance your Plan with an Add-On

Accrual Method
Add-On

Recording transactions when earned/incurred, not when cash exchanges.

$200/month

•  Clear Financial Status Representation

•  Timely Revenue and Expense Recording

•  Ideal for Credit Operations

•  Accurate Insights for Decision-Making

•  Precision and Compliance Assurance

Multiple Accounts
Add-On

For clients with multiple accounts that need bookkeeping assistance.

 $95/month

Per additional account

•  Efficient Management of Multiple Accounts

•  Individual Tracking for Financial Clarity

•  Ideal for Diverse Business Structures

•  Streamlined Reporting and Compliance Measures

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