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accounting plans

Get Accurate Financial Information and Year End Tax Preparedness

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Affordable-Quality Accounting Plans Tailored to your Business

  • Silver Accounting Plan

    349US$
     
    Perfect Accounting Plan for Startups and Micro Business
    Gyldig i 12 måneder
    • $25,000 to $50,000 (monthly expenses + COGS)
    • Input transactions for 4 bank accounts and credit cards
    • Bookkeeping Automation
    • Reconcile all balance sheet accounts
    • Make any adjusting entries needed
    • Sales Tax Processing Assistance
    • A/R and A/P Assistance (including e-commerce)
    • Budget Assistance
    • Outsourced Payroll Monthly Reconciliation
    • Provide Management and Custom Reports as needed
    • One on One Virtual Training as Needed
    • Cancel this plan from the "My Subscriptions" page anytime
    • *Software Subscription not Included
    • *Plans reviewed Annually to determine adherence to allowance
  • MEST VÆRDI

    Gold Accounting Plan

    449US$
     
    Perfect Accounting Plan for most Small Business
    Gyldig i 12 måneder
    • $50,001-$100,000 (monthly expenses + COGS)
    • Input transactions for 6 bank accounts and credit cards
    • Bookkeeping Automation
    • Reconcile all balance sheet accounts
    • Make any adjusting entries needed
    • Sales Tax Processing Assistance
    • A/R and A/P Assistance (including e-commerce)
    • Budget Assistance
    • Outsourced Payroll Monthly Reconciliation
    • Provide Management and Custom Reports as needed
    • One on One Virtual Training as Needed
    • Cancel this plan from the "My Subscriptions" page anytime
    • *Software Subscription not Included*
    • *Plans reviewed Annually to determine adherence to allowance
  • Platinum Accounting Plan

    549US$
     
    Perfect Accounting Plan for Medium to Large Business
    Gyldig i 12 måneder
    • $100,001 to $400,000 (monthly expenses + COGS)
    • Input transactions for up to 9 bank accounts and credit card
    • Bookkeeping Automation
    • Reconcile all balance sheet accounts
    • Make adjusting entries as needed
    • Sales Tax Processing Assistance
    • A/R and A/P Assistance (including e-commerce)
    • Budget Assistance
    • Outsourced Payroll Monthly Reconciliation
    • Provide Management and Custom Reports as needed
    • One on One Virtual Training as Needed
    • Cancel this plan from the "My Subscriptions" page anytime
    • *Software Subscription not Included*
    • *Plans reviewed Annually to determine adherence to allowance
  • Copper Accounting Plan Complete

    1.699US$
     
    Full Service Bookkeeping and Accounting
    Gyldig i 12 måneder
    • All of the Monthly Platinum Plan Features
    • All of the Accounts Payable Features
    • All of the Accounts Receivable Feature
    • All of the Elite Full Service Payroll Features
    • 24/7 Chat Support, 6am to 6pm M-F phone support -no holidays
    • Cancel this plan from the "My Subscriptions" page anytime
    • *Software Subscription Not Included-Requires QBO Advanced*
    • *Plans reviewed Annually to determine adherence to allowance
  • Market Enterprise

    0US$
     
    Check out for a Free Custom Quote
    Gyldig i 7 dage
    • Micro Market: Revenue $2 mill +/-, 1500 +/-
    • Small Market: Revenue $38.5 mill +/-, appx 1,500 +/-
    • Mid Market: Revenue $38.5 mill to $1 bill, 2,000 +/-
  • Elite Full Service Payroll

    449US$
     
    Experience Hassle-Free Payroll Management, Handled for You and Your Employees
    Gyldig i 12 måneder
    • (Same Day Direct Deposit) up to 10 Employees/Contractors *RQ
    • Maintain Employee Records, Garnishments and Deductions
    • Record and Maintain Request for Commissions and Bonus
    • Process Weekly/Bi-weekly/Semi-Monthly/Monthly Payroll
    • Auto Payroll for Employees and Contractors on Direct Deposit
    • Mobile and Online Time and GPS Tracking with Billable Hours
    • Workforce Document Portal for Employees and Contractors
    • Prepare State and Federal Payroll Tax Returns
    • 1099 E File and Pay *Forms additional
    • Project Management and Payroll Reconciliation
    • Detailed Payroll Reporting and Payroll Approvals/Signature
    • Multi State Payroll
    • Geo fencing, Note and Photo Communication
    • Time Clock Kiosk with Facial Recognition
    • Time Scheduling, Sync with Calendar Apps
    • Flexible Scheduling, Breaks and Overtime Alerts (FSLA Comp)
    • Online and Offline Time Tracking
    • You will have a unique login-yourcompany.quickbookstime.com
    • HR Support as Needed: Onboard/Offboard
    • 24/7 Chat Support, Phone support M-F 6am to 6pm
    • Tax Penalty Protection *Conditional Terms Apply
    • Health Benefits *optional/additional
    • 401K Retirement Benefits *optional/additional
    • Workmans Compensation *optional/additional
    • Cancel this plan from the "My Subscriptions" page anytime
    • Elite Payroll Requires QuickBooks Online Advanced
  • Tax Compliance, Advisory & Support Plan

    449US$
     
    Conducted by a CPA, Enrolled Agent or Sales Tax Expert
    Gyldig i 12 måneder
    • Monthly Financial Review - Accuracy and Compliance Check
    • Tax Advisory Provide Tax Insights & Strategies
    • Automated Data Collection and Legal Reference
    • Estimated Income Tax Monitoring
    • Prepare and File - State and Federal Tax Returns
    • Representation in matters of Audit, Collections, and Appeals
    • Cancel this plan from the "My Subscriptions" page anytime
    • *Software Subscription not Included
  • Inventory Control Management

    899US$
     
    Perfect Plan for Managing the Complexity of your Warehouse Inventory
    Gyldig i 12 måneder
    • Oversee receipt, storage, and distribution of goods
    • Maintain accurate records, conducting regular counts
    • Forecasting future stock demand and PO processing
    • Ensures sufficient stock levels
    • Maintain relationships and resolve supply chain issues
    • Implementing and maintaining inventory POS systems
    • Cancel this plan from the "My Subscriptions" page anytime
    • *Software Subscription not Included
  • FP&A Consultant Plan

    899US$
     
    Complete Financial Planning and Analysis Package
    Gyldig i en måned
    • Develop Financial Models and Projections - Decision Impact
    • Analyze Data - Identify Trends, Risks and Opportunities
    • Long Term Financial Planning - Cost Savings
    • Financial Assessment - Investment Feasibility
    • GAAP Compliant Senior Management and Stakeholder Reports
    • *Software Subscription Not Included*
  • Accounts Payable Accounting

    349US$
     
    A/P Bookkeeping
    Gyldig i 12 måneder
    • Enter POs and Bills into your Accounting Software
    • Maintain Vendor Records and Terms
    • Prepare Vendor Payments for Approval and Completion
    • Inventory and COGS Bookkeeping
    • A/P Task Automation
    • Request W9 and Complete Form 1099's Year End
    • Cancel this plan from the "My Subscriptions" page anytime
    • *Software Subscription not Included*
  • Accounts Receivable Accounting

    349US$
     
    A/R Bookkeeping
    Gyldig i 12 måneder
    • Enter Estimates, Invoices and Sales Receipts for Approval
    • Maintain Customer Records and Tax Exempt Certificates
    • Vendor Reconciliation and Statement Processing
    • Revenue Recognition (ASC 606 Compliant)
    • Setup and Reconcile Sales Tax Liabilities for Client Process
    • Monthly Ecommerce Reconciliation
    • Issue and Email Estimates and Invoices
    • A/R Task Automation
    • Cancel this plan from the "My Subscriptions" page anytime
    • *Software Subscription not Included*
  • Hourly Remote Assist

    65US$
     
    Cleanup, Catch up, Temporary Projects, Software Training
    Gyldig i 7 dage
    • $65 per hour billed prior to service, on an as needed basis
    • Requested service
    • One on One Virtual Training
    • Available 8:00 am and 5:00 pm (MST)
    • Advance Scheduling Required
    • Minimum booking 1-8 hour day
    • *Software Subscription not Included*
  • App Consulting Plan

    65US$
     
    Need an App tailored specifically for your business?
    Gyldig i 7 dage
    • One on One comprehensive Review with an App Consultant
    • Available 8:00 am and 5:00 pm (MST)
    • Advance Scheduling Required
    • $65 up front scheduling fee includes a one hour consultation
    • *Software Subscription not Included
  • QuickBooks Online Plus Software

    68US$
    Hver måned
    Enjoy the ProAdvisor Discount $63.00 + tax & fees (reg $90 -30% off the subscription-ONGOING)
     
    • Wait to Purchase your Software during Onboarding
    • Billed Monthly with your Accounting Plan
    • Track Income and expenses
    • Securely import Bank and Credit Card transactions
    • Estimates
    • Invoice and payments
    • Sales and sales tax
    • 90+ Reports
    • 1099 Contractor Tracking
    • Receipt and Bill Capture
    • Connect all Ecommerce Channels
    • Multicurrency
    • Envelope Bank Savings 5.00% APY
    • 5 Billable Users and 2 Accounting Firms
    • Cancel this ProAdvisor member benefit subscription anytime
    • You are always in control of your Software and Accounting
    • Project Job Costing NOT available with Online PLUS
  • QuickBooks Online Advanced Software

    152US$
    Hver måned
    Enjoy the ProAdvisor Discount $140.00 + tax and fees (reg $200 -30% off the subscription-ONGOING)
     
    • Wait to Purchase your Software during OnBoarding
    • Billed Monthly with your Accounting Plan (choose one)
    • Track Income and Expenses
    • Securely import Bank and Credit Card transactions
    • 90+ Reports with Custom Report Builder & Data Visualization
    • Data Sync with Excel
    • Cash flow Forecasts
    • Estimates and Job Costing
    • Invoice and Payments *48 Custom Fields
    • Batch Invoices and Expenses
    • Sales and Sales tax with Nexus
    • 1099 Contractor Tracking
    • Employee expenses
    • Receipt and Bill Capture
    • Mileage tracking
    • Time Tracking
    • Bill management
    • Inventory Tracking
    • Project profitability
    • Automated fixed Asset depreciation
    • Connect all Ecommerce Sales Channels
    • Revenue recognition (GAAP Compliant ASC 606)
    • Photo Attachment Job Completion
    • 25 billable users and 3 accounting firms with Custom Access
    • Custom User Roles
    • Online Back-up and Restore
    • Workflow automation
    • Envelope Bank Savings 5.00% APY
    • You are always in control of your Software and Accounting
    • Cancel this ProAdvisor member benefit subscription anytime

Depending on your volume, company process and complexity, accounts receivable and accounts payable may require app integration, billed seperately. Other apps (https://quickbooks.intuit.com/app/apps/home/) available based on your business needs, billed seperately. Purchase QuickBooks Online and Payroll through our firm and receive 30% off your software subscription. Don't see what you need here? Contact Us for a Custom Quote.

TERMS OF SERVICE

Terms of 
Service

Test Drive QuickBooks Online

All accounts will be evaluated for any cleanup needed. If your books are in a state of error, there will be an added fee calculated and billed separately, not to exceed $1,500.  If it is determined that your accounting is out of the scope of our service, your money will be refunded. We reserve the right to change our service prices at any time without further notice, however, your Plan is good for (1) year from the date you sign up, provided you do not exceed 20% of the allotted expenses and do not add additional bank accounts. Once you have selected a Plan you will be directed to complete Onboarding, and schedule a meeting with us within (7) days of your Plan purchase. If you do not have an accounting software package, we can assist you in the purchase of the software package that is best for your business, passing on any savings we can get to you, and there is no charge for the initial setup. Additional app automation integrations, if needed will be billed separately according to the manufacturers' prices. Warranties, to the extent they exist, are provided only by the manufacturer/vendor of software and computer products. 

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