We offer a variety of plans and options.

Please contact us for details and to customize your plan.

BEST VALUE

BASIC

  • Entry and categorization of income & expenses in QuickBooks

  • Up to 50 bank transactions per month

  • Reconciliation of up to 2 accounts 

STANDARD

  • Entry and categorization of income & expenses in QuickBooks

  • Up to 125 bank transactions per month

  • Reconciliation for up to 2 bank accounts

  • Reconciliation for up to 2 credit cards

  • Management of Fixed Assets

  • Monthly financial statements

PLUS

  • Entry and categorization of income & expenses in Quickbooks

  • Up to 200 total transactions per month

  • Up to 4 bank and credit card account reconciliations

  • Management of Fixed Assets

  • Monthly Financial Statements

  • Quarterly package sent to tax preparer for tax planning

  • Year-end package sent to tax preparer for tax filing

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