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Get Accurate Financial Information and Year End Tax Preparedness
Purchase a Plan to Get Started
Affordable-Quality Accounting Plans Tailored to your Business
Silver Accounting Plan
349$Perfect Accounting Plan for Startups and Micro BusinessValid for 12 months- Monthly Subscription
- $25,000 to $50,000 (monthly expenses + COGS)
- Input transactions for up to 4 bank accounts & 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
- Includes Payroll Core with 1099 E-file and Direct Deposit
- Employee Fee Billed Separately ($6 per employee) per month
- Provide Management and Custom Reports as needed
- One on One Virtual Training as Needed
- Cancel this plan from the "My Subscriptions" page anytime
- *Software Subscription not Included
- *Plans reviewed Annually to determine adherence to allowance
- Best Value
Gold Accounting Plan
449$Perfect Accounting Plan for most Small BusinessValid for 12 months- Monthly Subscription
- $50,001-$100,000 (monthly expenses + COGS)
- Input transactions for up to 6 bank accounts & 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
- Includes Payroll Core with 1099 E-file and Direct Deposit
- Employee Fee Billed Separately ($6 per employee) per month
- Provide Management and Custom Reports as needed
- One on One Virtual Training as Needed
- Cancel this plan from the "My Subscriptions" page anytime
- *Software Subscription not Included*
- *Plans reviewed Annually to determine adherence to allowance
Platinum Accounting Plan
549$Perfect Accounting Plan for Medium to Large BusinessValid for 12 months- Monthly Subscription
- $100,001 to $400,000 (monthly expenses + COGS)
- Input transactions for up to 9 bank accounts & 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
- Includes Payroll Core with 1099 E-file and Direct Deposit
- Employee Fee Billed Separately ($6 per employee) per month
- Provide Management and Custom Reports as needed
- One on One Virtual Training as Needed
- Cancel this plan from the "My Subscriptions" page anytime
- *Software Subscription not Included*
- *Plans reviewed Annually to determine adherence to allowance
Copper Accounting Plan Complete
1’699$Full Service Bookkeeping and AccountingValid for 12 months- Monthly Subscription
- 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
0$Check out for a Free Custom QuoteValid for 7 days- Micro Market: Revenue $2 mill +/-, 1500 +/-
- Small Market: Revenue $38.5 mill +/-, appx 1,500 +/-
- Mid Market: Revenue $38.5 mill to $1 bill, 2,000 +/-
Hourly Remote Assist
65$Cleanup, Catch up, Temporary Projects, Software TrainingValid for 7 days- $65 per hour billed prior to service, on an as needed basis
- Requested service
- One on One Virtual Training
- Available 8:00 am and 5:00 pm (MST)
- Advance Scheduling Required
- Minimum booking 1 full hour
- *Software Subscription not Included*
Accounts Payable Accounting
349$A/P BookkeepingValid for 12 months- Monthly Subscription
- 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
349$A/R BookkeepingValid for 12 months- Monthly Subscription
- Enter Estimates, Invoices and Sales Receipts for Approval
- Maintain Customer Records and Tax Exempt Certificates
- Vendor Reconciliation and Statement Processing
- Revenue Recognition (ASC 606 Compliant)
- Setup and Reconcile Sales Tax Liabilities for Client Process
- Monthly Ecommerce Reconciliation
- Issue and Email Estimates and Invoices
- A/R Task Automation
- Cancel this plan from the "My Subscriptions" page anytime
- *Software Subscription not Included*
Tax Compliance, Advisory & Support Plan
449$Conducted by a CPA, Enrolled Agent or Sales Tax ExpertValid for 12 months- Monthly Subscription
- 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
899$Perfect Plan for Managing the Complexity of your Warehouse InventoryValid for 12 months- Monthly Subscription
- Oversee receipt, storage, and distribution of goods
- Maintain accurate records, conducting regular counts
- Forecasting future stock demand and PO processing
- Ensures sufficient stock levels
- Maintain relationships and resolve supply chain issues
- Implementing and maintaining inventory POS systems
- Cancel this plan from the "My Subscriptions" page anytime
- *Software Subscription not Included
FP&A Consultant Plan
899$Complete Financial Planning and Analysis PackageValid for one month- One Complete Report
- 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*
App Consulting Plan
65$Need an App tailored specifically for your business?Valid for 7 days- One on One comprehensive Review with an App Consultant
- Available 8:00 am and 5:00 pm (MST)
- Advance Scheduling Required
- $65 up front scheduling fee includes a one hour consultation
- *Software Subscription not Included
QuickBooks Online Plus Software
70$Every monthEnjoy the ProAdvisor Discount $69.30 + tax & fees (reg $99-30% off the subscription-ONGOING)- Expert Advanced Advisor and Tax Guidance
- Purchase your Software during Onboarding
- Billed Monthly with your Accounting Plan
- Track Income and expenses
- Securely import Bank and Credit Card transactions
- Estimates
- Invoice and payments
- Sales and sales tax
- 90+ Reports
- 1099 Contractor Tracking
- Receipt and Bill Capture
- Connect all Ecommerce Channels
- Multicurrency
- Envelope Bank Savings 5.00% APY
- 5 Billable Users and 2 Accounting Firms
- Cancel this ProAdvisor member benefit subscription anytime
- You are always in control of your Software and Accounting
- Project Job Costing NOT available with Online PLUS
QuickBooks Online Advanced Software
165$Every monthEnjoy the ProAdvisor Discount $164.50 + tax and fees (reg $235 -30% off the subscription-ONGOING)- Expert Advanced Advisor and Tax Guidance
- Billed Monthly with your Accounting Plan (choose one)
- Purchase your Software during On Boarding
- 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.
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