Build the Plan that Works Best for You!

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Starter Plan

Perfect for new business and self-employed individuals.

  • QBO Subscription Included

  • Hubdoc Subscription Included

  • Access Subscriptions anytime, anywhere, in real-time

  • Client Support - Email/Phone

  • Unlimited Transaction Input and Matching 

  • Monthly Bank Account Reconciliation 

  • Financial Reports (Quarterly)

  • Financial Health Check - Meeting (1 hr/Quarterly)

  • Estimated Tax Calculations (Quarterly)

  • Year-End Tax Package

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Growth Plan

Perfect for small-size companies.

  • Includes everything on  Silver Plan +

  • UnlimitedTransaction Input and Matching 

  • Monthly Bank Account reconciliation 

  • Financial Reports (Monthly)

  • Financial Health Check - Meeting (1 Hour/Month)

  • Accounts Payable and Accounts Receivable

  • GAAP & Accrual Accounting

  • Sales Tax Filing

  • Full-Service Payroll

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Advance Plan

Perfect for established small businesses.

  • Includes everything on the Gold Plan +
  • Unlimited Transaction Input and Matching
  • Bank Account Reconciliation (Unlimited Accounts)
  • Full HR Service
  • Weekly Performance Snapshots
  • Budgeting
  • Cash-flow Forecasting
  • Adhoc Projects
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* For pricing book today. 

* Extra Services can be added or removed to any of the above packages. You decide what you need.   

* All packages are listed for Remote Services.

* Accounting Software use is QuickBooks Online.

* HR & Payroll will be processed through a 3rd Party Payroll Company. 

Benefits of using QuickBooks Online

QuickBooks Online (QBO) by Intuit is fusing virtual services and cloud technology all in one platform. QBO provides a snapshot of your company’s financial data and updated information in real-time. Easy for you to conduct business on the go!

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Schedule a Meeting in the Calendar Above,
Click on Contact Us to send an Email 

or Call (786)250-1522

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