Bookkeeping Plans

Enterprise Plan

$250 per month

Monthly processing frequency

Data Entry

Coding transactions

Up to 4 bank/credit card reconciliations

Post payroll activity from third-party reports

Review financial statements for reasonableness & consistency

Quarterly phone or video meeting

Year-end closing/adjusting entries

Classic Plan

$450 per month

Monthly processing frequency

Data Entry

Coding transactions

Up to 6 bank/credit card reconciliations

Payroll processing service - Direct Deposit

Review financial statements for reasonableness & consistency

Monthly phone or video meeting

Year-end closing/adjusting entries

Year-To-Date Budget Comparison

Quintessential Plan

Call for pricing

Weekly processing frequency

Data Entry

Coding transactions

Unlimited bank/credit card reconciliations

Payroll processing service - Direct Deposit

Review financial statements for reasonableness & consistency

Bi-weekly phone or video meeting

Year-end closing/adjusting entries

Year-To-Date Budget Comparison

3 additional monthly reports

Automatic download of bank transactions

Automatic download credit card transactions

Bill pay services

24/7 access of QuickBooks Online

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