Pricing and Plans
That Work for You

We're here to help you identify and address your business and accounting needs with precision and care.

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Company name*

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Today's Date and Time

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Business Entity Type*

What industry is your business in?*

How long have you been in business?*

Do you have Accounting software, ERP or other Apps that you are using for your business? *

Yes

Choosing the Right Software

If you do have Accounting software, ERP, or other Apps, please enter the Brand Name*

If you do not have Accounting Software, ERP, or other APPS. Type: NONE and we can assist you in choosing the Right Software for your business.

What is your total Gross Income? Or projected Start-up Funding?*

What is the total of your annual Expense + COGS? Or Projected Start-up Costs?*

How many credit cards do you have?*

How many bank accounts do you have?*

How many employees do you have?*

How many 1099 NEC or 1099 MISC Contractors or Subcontractors do you have?*

Order a Plan earn 950 points (Loyalty Rewards 1000 points = 10% off second month)

STANDARD PLANS

Quarterly Bookkeeping Package

$US125

Bookkeeping Plan includes up to 2 bank accounts and/ or credit card connections, Plus choose from any 1 task that aligns with your business and accounting requirements from the list below (for sole proprietors and single-member LLC only), quarterly financial reporting. Pay Now ($125 1st Month deposit) of $1,500 annual subscription, billed monthly. Price quoted applies to new accounts or established accounts with clean records. Your Choice of Software Subscription not Included

Starter Accounting Package

$US300

Plan includes a maximum of expenses + COGS between $0 and $15,000 and up to 4 bank and/or credit card account connections. Plus choose 10 tasks that align with your business and accounting requirements from the list below and Pay Now ($300 1st Month deposit) of $3,600 annual subscription, billed monthly. Price quoted applies to new accounts or established accounts with clean records. Your Choice of Software Subscription not Included

Basic Accounting Package

$US500

Plan includes a maximum of expenses + COGS between $15,001 and $55,000 and 6 bank accounts and/or credit card account connections. Plus choose 16 tasks that align with your business and accounting requirements from the list below and Pay Now ($500 1st Month deposit) of $6,000 annual subscription, billed monthly. Price quoted applies to new accounts or estabilished accounts with clean records. Your Choice of Software Subscription not Included

Advanced Beginner Accounting Package

$US700

Plan includes a maximum of expenses + COGS between $55,001 and $95,000 and up to 8 bank accounts and/or credit card account connections. Plus choose 23 tasks that align with your business and accounting requirements from the list below and Pay Now ($700 1st Month deposit) of $8,400 annual subscription, billed monthly. Price quoted applies to new accounts or estabilished accounts with clean records. Your Choice of Software Subscription not Included

Hourly Remote Assist

$US70

Clean up, Catch up, Temporary Projects, or Software Training by the hour. Place your order for one full hour Additional time will be billed seperately. I will contact you after your purchase to discuss your accounting and bookkeeping needs. Your Choice of Software Subscription not Included

If the standard pricing, did not meet your accounting needs, or felt a bit outside your budget, we are more than happy to explore options that work better for you. Our goal is to make professional accounting accessible and custom tailored for you.

CUSTOM ESTIMATE REQUIRED

The custom estimate will be based on the tasks you choose and details you provide with this form.

Choose the tasks that align with your business and accounting requirements.*

Custom Access Permissions for Company Staff

Online Estimating Tool (specific to your company) (not included with Starter, Basic and Advanced Beginner Packages)

Job or Project Calendar (specific to your company) (not included with Starter, Basic and Advanced Beginner Packages)

Stay up to date with Registration Requirements

Estimates with or without markup

Purchase orders

Custom invoices (GAAP Compliant-A/R Tracking)

Customer Statements

Cash Register Daily Sales Receipts (Z tape Not GAAP Compliant-Cash Accounting)

Progress Invoicing

Revenue Recognition (Deferred Revenue)

Real Estate Sales Contract Cost Verification (including 1031 Exchanges, or Deferred Trusts)

Equipment Maintenance Agreements

Full Accrual-based Accounting Method GAAP Compliant

Sales Tax Tracking, Filing and Compliance (not included with Starter, Basic and Advanced Beginner Packages)

Multiple sources of revenue

Merchant Services/Payment Providers/Marketplace Facilitator management and reconciliation

Custom Price levels

Multicurrency

Approvals (Bills, Invoices, Expenses, Journal Entries, Purchase Orders, Estimates)

Check Printing

Employee Payroll and Payroll Tax (not included with Starter, Basic and Advanced Beginner Packages) *requires additional software subscriptions

Company Credit Cards

Multiple Staff Credit Cards

ACH Electronic payments

Loans or other Long-Term Liability Reconciliation

Petty cash expenses and reconciliations

Mobile Receipt Capture with Custom Forwarding

Toll Passes

Fuel Cards

Prepare and file NEC and MISC 1099 (not included with Starter, Basic and Advanced Beginner Packages)

Prepare and file other types of 1099's (not included with Starter, Basic and Advanced Beginner Packages)

Subcontractor(s) Payments (may require additional subscriptions)

Employee Stock Options (not included with Starter, Basic and Advanced Beginner Packages)

HR and Benefits Management (not included with Starter, Basic and Advanced Beginner Packages)

Mileage Tracking (not included with Starter, Basic and Advanced Beginner Packages)

GPS Tracking with Billable Time (not included with Starter, Basic and Advanced Beginner Packages)

Geo Fencing, Note and Photo Communication (not included with Starter, Basic and Advanced Beginner Packages)

Employee Time Scheduling with calendar sync, Breaks and Overtime Alerts (FSLA) (not included with Starter, Basic and Advanced Beginner Packages)

Insurance Tracking

Lease and Tenant Terms Monitoring

Fixed Asset Management

Depreciation schedules with Salvage Value

Crypto and Bitcoin Intangible Assets

Field Services and Logistics (not included with Starter, Basic and Advanced Beginner Packages)

E-commerce/Web-based or Point of Sale/ Sales Reconciliations

Store Front Retail Sales Reconciliations

Warehouse Inventory (not included with Starter, Basic and Advanced Beginner Packages)

Online Shipping and Receiving

Warranty Management

Sales Tax Exemption Certificates

Accounts Receivable (with Customer List Management)

Accounts Payable (with Vendor List Management)

Record and Maintain Request for Commissions and Bonus

Billable/Reimbursable Expenses

Prepaid Expenses

Upload and Autofill Multiple Receipts

Bank Transaction Downloads

Electronic Bill Payments

Wholesale Billing

Document Cloud Storage

Document Collection & Management

Budgeting

Non Profit, Grant Fund Accounting, (Commitment letters, and Contracts with Funding Sources)

Cash flow reporting

Job/Project Costing (not included with Starter, Basic and Advanced Beginner Packages)

Job/Project Profitability (not included with Starter, Basic and Advanced Beginner Packages)

Import Records and Data from Excel

Company File Backup (not included with Starter, Basic and Advanced Beginner Packages)

Integrated Apps

Internal Audit

Undeposited Funds Tracking

Income Tax Planning (not included with Starter, Basic and Advanced Beginner Packages)

Financial Planning and Analysis (not included with Starter, Basic and Advanced Beginner Packages)

Financial Performance Review

Automated Reminders

Bank and Credit Card Reconciliation

Consolidated Monthly Financial Statements

Detailed Custom Reports

HIPAA Compliant Medical Billing (not included with Starter, Basic and Advanced Beginner Packages)

Conversion from Desktop or Other Software Manufacturer

Charitable Giving or Event Management

Enterprise Password Management (not included with Starter, Basic and Advanced Beginner Packages)

Priority Support

Instructional Support

Records audit, configuration and verification

Representation in matters of audit, collections and appeals (CPA or EA license required)

Develop Financial Models and Projections - Decision Impact (FP&A Plan Complete Audited Report invoiced separately)

Analyze Data - Identify Trends, Risks and Opportunities (FP&A Plan Complete Audited Report invoiced separately all plans)

Long Term Financial Planning - Cost Savings (FP&A Plan Complete Audited Report invoiced separately all plans)

Financial Assessment - Investment Feasibility (FP&A Plan Complete Audited Report invoiced separately all plans)

Accounting Automation

Adjusting entries as needed

International Banking and/or Foreign Business

Job Costing

Trust Accounting

Tax Savings Account

Finance & Portfolio Management Acquisitions & Divestitures

Application Programming Interface (API) to facilitate the transfer of data or resources, such as money or files, between different software systems or applications. (invoiced separately all plans)

Business Tax Returns (invoiced separately all plans)

Personal Tax Returns (invoiced separately all plans)

Business Entity Formation (invoiced separately all plans)

Special Request or Requirements

What date and time would you like us to contact you to begin onboarding?

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You call me on the date and time I selected above

I scheduled a date and time on your calendar

Contact | Bookkeeping Business Online

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