Plan Details
Clear, accurate, and reliable financials—so you can focus on growing your business.
The Core Plan - $300 per month
No additional QB software purchase required
Transaction Recording
We accurately record all income and expenses using industry-standard accounting software QuickBooks Online.
Bank & Credit Card Reconciliation
We match your financial records with bank and credit card statements to ensure nothing is missing or miscategorized.
Expense Tracking & Categorization
We organize every transaction into proper categories—critical for tax season, budgeting, and business insights.
Financial Reporting
Monthly reports to give you a clear view of your business performance:
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Profit & Loss Statement
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Balance Sheet
Payroll Support (Basic)
We track payroll transactions and work with your payroll provider to ensure accurate records.
Liaison with CPAs
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Work directly with your accountant during tax season
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Provide clean books and reports for efficient tax prep
The Core + Plan - $300 and up
+ $29 Quickbooks Fee
The Core + Plan includes all services within The Core Plan, for those clients with a higher volume of transactions or greater number of accounts.
If you require individual receipt pairing within Quickbooks Online this is a Core+ Plan offering.
1099 Filing - $20 per form
Generation, e-filing and delivery of the required 1099 forms at year-end. Billed at $20 per form for Core and Core + clients.
