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Choose your pricing plan
Basic
185$Every monthPerfect for Entrepreneurs (less than 50 transactions)Valid for 3 months+ 30 day free trial- Transactions- enter match & classify all transactions
- Banking- reconcile & audit all banking accounts
- Financial Reports- accurate timely monthly financial reports
- End of Year- prepare financial reports for business taxes
Bronze-Nonprofit
345$Every monthPerfect for Churches & Small NonprofitsValid for 3 months+ 30 day free trial- Transactions- enter match & classify all transactions
- Banking- reconcile & audit all banking accounts
- Financial Reports- accurate timely monthly financial reports
- End of Year- prepare financial reports for business meetings
- Donation Tracking- Tracking all donors & donations
- Member Contributions- end of year contribution reports
- Personalized Chart of Accounts- classes and or ministries
- * Inquire to add additional service request not listed
- Best Value
Silver
285$Every monthPerfect for small to midsize businessesValid for 3 months+ 30 day free trial- Transactions- enter match & classify all transactions
- Banking- reconcile & audit all banking accounts
- Financial Reports- accurate timely monthly financial reports
- Quarterly Reports- accurate quarterly updates
- Personalized Chart of Accounts- classes
- End of Year- prepare financial reports for tax purposes
- Accounts receivable- tracking money owed to the company
- Accounts payable- tracking money owed to creditors
Gold
425$Every monthPerfect for midsize businessesValid for 3 months+ 30 day free trial- Transactions- enter match & classify all transactions
- Banking- reconcile & audit all banking accounts
- Financial Reports- accurate timely monthly financial reports
- Quarterly Reports- accurate quarterly updates
- Personalized Chart of Accounts- classes
- End of Year- prepare financial reports for tax purposes
- Accounts Receivable- tracking money owed to the company
- Accounts Payable- tracking money owed to creditors
- Payroll Services- manage approve & process payroll
Platinum
495$Every monthPerfect for any business needing full charge bookkeepingValid for 3 months+ 30 day free trial- Transactions- enter match & classify all transactions
- Banking- reconcile & audit all banking accounts
- Financial Reports- accurate timely monthly financial reports
- Quarterly Reports- accurate quarterly updates
- Personalized Chart of Accounts- classes
- End of Year- prepare financial reports for tax purposes
- Accounts Receivable- tracking money owed to the company
- Accounts Payable- tracking money owed to creditors
- Payroll Services- manage approve & process payroll
- Inventory Tracking- create a system for inventory on hand
- Bill Pay- pay bills out on a weekly/monthly/ yearly basis
- Deposits- bank deposits on a weekly basis
- Budget Tracking- keep track of budgets on a monthly basis
Payroll Specialist
185$Every monthAdd a payroll service to an existing plan or separatelyÂ- Employee Files- digital based file for all employee info
- Processing Payroll- direct deposit and or check processing
- Forms- prepare 1099 W-2 W-4 forms
- Payroll Reports- monthly payroll reports
Banking Training
135$Âperfect for stronger internal cash handling proceduresValid for 4 weeks- Day to Day- consultation of current cash handling practices
- Cash Handling- safety counting and recording
- Procedures- tailor made procedures to fit your business
- Training- on site cash handling training
Training-Basic
595$Every monthPerfect for in house bookkeepersValid for 6 months- Company Set up- set up company file
- Quickbooks- tailored quickbooks training industry specific
- Weekly Training- 4 hour in person training per week
- Ongoing Support- chat email and phone support
- Quarterly Check in- company books in house audit quarterly
Training- Platinum
2,500$ÂPerfect for extended trainingValid for 12 months- Company Set up- set up company file
- Quickbooks- tailored quickbooks training industry specific
- Weekly Training- 4 hour in person training per week
- Ongoing Support- chat email and phone support
- Monthly Check in- company books in house audit monthly
- Specialized Reporting-up to 10 reporting features
- Banking integrations- Paypal Google Apple systems
- Cash Handling Protocols- create policy and procedures
- Bookkeeping Checklist- daily monthly yearly custom list
- Budget Analysis- budget management for classes
- File Storing- create digital & paper systems
Nonprofit Training
595$Every monthperfect for 501 (c)(3) non-profitsValid for 6 months- Company Set up- set up company file
- Quickbooks- tailored quickbooks training non-profits
- Weekly Training- 4 hour in person training per week
- Ongoing Support- chat email and phone support
- Monthly Check in- company books in house audit monthly
- Specialized Reporting-up to 10 reporting features
- Banking integrations- Paypal Google Apple systems
- Fundraiser integrations- gofundme fb donate
- Grant Tracking- segregated budgets & allocations
- Cash Handling Protocols- create policy and procedures
- Treasurer Checklist- daily monthly yearly custom list
- Budget Analysis- budget management for ministries
- File Storing- create digital systems
- Donor Tracking- electronic system for donor tracking
- End of Year- contribution reports
- Annual Business Meeting-reports & outlines
- Board Meeting reports- tailored to needs
Books Clean Up 1QTR
1,000$ÂQBO or QBD users that are less than one qtr. behindÂ- 1 Quarter- clean up books up to one quarter
- Transactions- enter match & classify all transactions
- Banking- reconcile & audit all banking accounts
- Financial Reports- previous monthly financial reports
Books Clean Up- 1yr
3,500$ÂUp to 1 year of books clean upÂ- Transactions- enter match & classify all transactions
- Banking- reconcile & audit all banking accounts
- Financial Reports- accurate timely monthly financial reports
- Quarterly Reports- accurate quarterly updates
- Personalized Chart of Accounts- classes
- End of Year- prepare financial reports for tax purposes
Sales Tax Reporting
100$Every monthPerfect for vendors & non service based businessesÂ- Monthly or Quarterly tax reporting
Cash Handling
135$ÂPerfect for 501(c)(3) for stronger internal controlsValid for 4 weeks- Policy & Procedures- customized to individual organization
- Cash Handling Protocols- create policy and procedures
- Treasurer Checklist- daily monthly yearly custom list
- Fundraising- policy & procedures
- File Storing- create digital systems
- Donor Tracking- electronic system for donor tracking
- Banking- signers & duties
PayPal/CC/Google Pay
30$Every monthAdd on for any business that accepts these pymt typesÂ- Banking- reconcile & audit all online 3rd party banking
- Transactions- enter match & classify all transactions
- Financial Reports- accurate timely monthly financial reports
- End of Year- prepare financial reports for business meetings
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